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 |
---|---|---|---|---|---|---|---|
Oct 21, 2022
Q3 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.26K+ 3.45% |
N/A
|
37.8K
$6.88M
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.24K+ 2.84% |
N/A
|
44.8K
$8.15M
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.23K+ 1.43% |
N/A
|
86.9K
$15.8M
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.22K+ 7.01% |
N/A
|
18.6K
$3.39M
|
|
Oct 13, 2022
Q3 2022
|
Avity Investment Management Inc.
|
BUY
|
- |
1.2K+ 23.69% |
N/A
|
6.27K
$1.14M
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.19KNew |
N/A
|
1.19K
$217K
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.18K+ 19.31% |
N/A
|
7.3K
$1.33M
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
1.18K+ 217.78% |
N/A
|
1.72K
$313K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
1.17K+ 2.44% |
N/A
|
48.9K
$8.9M
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.17K+ 8.78% |
N/A
|
14.4K
$2.63M
|
|
Nov 03, 2022
Q3 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.16K+ 6.34% |
N/A
|
19.4K
$3.53M
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.15K+ 4.09% |
N/A
|
29.2K
$5.32M
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
BUY
|
- |
1.13K+ 29.09% |
N/A
|
5.01K
$913K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.1KNew |
N/A
|
1.1K
$200K
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 8.94% |
N/A
|
13.3K
$2.42M
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.08KNew |
N/A
|
1.08K
$196K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.07K+ 65.63% |
N/A
|
2.71K
$493K
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.05K+ 2.22% |
N/A
|
48.2K
$8.77M
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.02K+ 17.92% |
N/A
|
6.74K
$1.23M
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
998+ 8.11% |
N/A
|
13.3K
$2.42M
|
|
Nov 17, 2022
Q3 2022
|
Ims Capital Management
|
BUY
|
- |
992+ 13.65% |
N/A
|
8.26K
$1.5M
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
971+ 13.65% |
N/A
|
8.08K
$1.47M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
969+ 3.6% |
N/A
|
27.9K
$5.08M
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
950+ 11.24% |
N/A
|
9.4K
$1.71M
|
|
Oct 26, 2022
Q3 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
937+ 1.79% |
N/A
|
53.4K
$9.73M
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
933+ 2.54% |
N/A
|
37.7K
$6.87M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
932+ 2.04% |
N/A
|
46.5K
$8.48M
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
930+ 2.32% |
N/A
|
41K
$7.46M
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
928+ 1.83% |
N/A
|
51.7K
$9.41M
|
|
Oct 21, 2022
Q3 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
914+ 10.91% |
N/A
|
9.3K
$1.69M
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
908+ 53.66% |
N/A
|
2.6K
$474K
|
|
Oct 04, 2023
Q3 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
895+ 3.02% |
N/A
|
30.5K
$5.55M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
877+ 2.37% |
N/A
|
37.9K
$6.9M
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
869+ 2.78% |
N/A
|
32.1K
$5.85M
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
858+ 59.46% |
N/A
|
2.3K
$419K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
851+ 0.31% |
N/A
|
273K
$49.7M
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
850+ 0.71% |
N/A
|
120K
$21.9M
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
817+ 0.81% |
N/A
|
102K
$18.6M
|
|
Oct 13, 2022
Q3 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
815+ 8.66% |
N/A
|
10.2K
$1.86M
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
800+ 18.06% |
N/A
|
5.23K
$953K
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
788+ 1.92% |
N/A
|
41.8K
$7.62M
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
779+ 3.31% |
N/A
|
24.3K
$4.44M
|
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
778+ 12.48% |
N/A
|
7.01K
$1.28M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
777+ 2.18% |
N/A
|
36.4K
$6.62M
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
774+ 0.68% |
N/A
|
115K
$20.9M
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
773+ 2.06% |
N/A
|
38.4K
$6.99M
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
770+ 18.35% |
N/A
|
4.97K
$905K
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
770+ 0.36% |
N/A
|
217K
$39.5M
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
762+ 13.06% |
N/A
|
6.6K
$1.2M
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
BUY
|
- |
757+ 11.56% |
N/A
|
7.31K
$1.33M
|