Purchases and Sales Made in Q3 2022 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q3 2022. The information is specifically focused on institutions that hold shares of VANGUARD DIVIDEND APPRECIATION.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
2.6K+ 21.78% |
N/A
|
14.6K
$2.65M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.55K+ 0.9% |
N/A
|
287K
$52.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
2.51K+ 5.45% |
N/A
|
48.6K
$8.85M
|
|
|
Oct 18, 2022
Q3 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
2.47KNew |
N/A
|
2.47K
$450K
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.47KNew |
N/A
|
2.47K
$450K
|
|
|
Nov 07, 2022
Q3 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.45KNew |
N/A
|
2.45K
$447K
|
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.45K+ 14.13% |
N/A
|
19.8K
$3.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
2.39K+ 8.22% |
N/A
|
31.5K
$5.73M
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
BUY
|
- |
2.35K+ 5.87% |
N/A
|
42.4K
$7.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
2.35K+ 1.05% |
N/A
|
226K
$41.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
2.34KNew |
N/A
|
2.34K
$427K
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.28K+ 38.88% |
N/A
|
8.14K
$1.48M
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.26K+ 8.01% |
N/A
|
30.5K
$5.56M
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.26K+ 1.76% |
N/A
|
131K
$23.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
2.26KNew |
N/A
|
2.26K
$411K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
2.24K+ 1.92% |
N/A
|
119K
$21.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.23K+ 6.02% |
N/A
|
39.3K
$7.15M
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.18K+ 101.97% |
N/A
|
4.31K
$785K
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.15KNew |
N/A
|
2.15K
$391K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
2.15K+ 133.62% |
N/A
|
3.75K
$683K
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.15K+ 3.72% |
N/A
|
59.8K
$10.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.14K+ 4.59% |
N/A
|
48.7K
$8.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.12KNew |
N/A
|
2.12K
$385K
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.09K+ 22.02% |
N/A
|
11.6K
$2.11M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
2.09K+ 15.6% |
N/A
|
15.5K
$2.81M
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
2.07K+ 4.65% |
N/A
|
46.6K
$8.49M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.04K+ 28.56% |
N/A
|
9.18K
$1.67M
|
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.03KNew |
N/A
|
2.03K
$370K
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
2.03K+ 2.36% |
N/A
|
88.1K
$16.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.01K+ 7.54% |
N/A
|
28.7K
$5.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.99K+ 1.24% |
N/A
|
162K
$29.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.96K+ 14.9% |
N/A
|
15.1K
$2.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
1.96KNew |
N/A
|
1.96K
$356K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.91K+ 27.69% |
N/A
|
8.8K
$1.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
BUY
|
- |
1.86KNew |
N/A
|
1.86K
$339K
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
1.84KNew |
N/A
|
1.84K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.83K+ 5.2% |
N/A
|
37K
$6.75M
|
|
|
Nov 09, 2022
Q3 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.83KNew |
N/A
|
1.83K
$333K
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
1.81K+ 28.97% |
N/A
|
8.04K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.79K+ 10.19% |
N/A
|
19.4K
$3.53M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.79K+ 5.21% |
N/A
|
36.2K
$6.59M
|
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
BUY
|
- |
1.79K+ 76.11% |
N/A
|
4.14K
$753K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.78K+ 1.79% |
N/A
|
101K
$18.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.78K+ 4.48% |
N/A
|
41.4K
$7.54M
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.77K+ 18.07% |
N/A
|
11.5K
$2.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.75KNew |
N/A
|
1.75K
$318K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
1.74K+ 1.62% |
N/A
|
109K
$19.9M
|
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.73K+ 721.25% |
N/A
|
1.97K
$359K
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
1.72KNew |
N/A
|
1.72K
$314K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.72K+ 39.08% |
N/A
|
6.14K
$1.12M
|