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 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
743+ 48.34% |
N/A
|
2.28K
$415K
|
|
|
Nov 02, 2022
Q3 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
734+ 7.65% |
N/A
|
10.3K
$1.88M
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
732+ 3.8% |
N/A
|
20K
$3.64M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
732+ 1.79% |
N/A
|
41.5K
$7.56M
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
714+ 0.39% |
N/A
|
186K
$33.8M
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
711+ 1.53% |
N/A
|
47.3K
$8.61M
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
700+ 84.85% |
N/A
|
1.53K
$278K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
694+ 20.12% |
N/A
|
4.14K
$755K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
691+ 9.74% |
N/A
|
7.79K
$1.42M
|
|
|
Nov 14, 2024
Q3 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
682+ 1.88% |
N/A
|
37K
$6.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
680+ 7.75% |
N/A
|
9.46K
$1.72M
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
BUY
|
- |
677+ 1.95% |
N/A
|
35.3K
$6.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
675+ 13.71% |
N/A
|
5.6K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
675+ 5.25% |
N/A
|
13.5K
$2.47M
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
670+ 1.6% |
N/A
|
42.5K
$7.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
668+ 1.74% |
N/A
|
39.2K
$7.13M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
663+ 1.3% |
N/A
|
51.5K
$9.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
655+ 13.77% |
N/A
|
5.41K
$986K
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
647+ 1.2% |
N/A
|
54.6K
$9.95M
|
|
|
Oct 12, 2022
Q3 2022
|
Planning Alternatives LTD
|
BUY
|
- |
642+ 0.24% |
N/A
|
265K
$48.2M
|
|
|
Dec 15, 2022
Q3 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
642+ 2.47% |
N/A
|
26.6K
$4.85M
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
617+ 4.78% |
N/A
|
13.5K
$2.46M
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
616+ 5.72% |
N/A
|
11.4K
$2.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
605+ 30.23% |
N/A
|
2.61K
$475K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
591+ 5.71% |
N/A
|
10.9K
$1.99M
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
589+ 34.91% |
N/A
|
2.28K
$415K
|
|
|
Oct 13, 2022
Q3 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
582+ 0.64% |
N/A
|
91K
$16.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
578+ 2.75% |
N/A
|
21.6K
$3.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
575+ 0.72% |
N/A
|
80.8K
$14.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
569+ 2.77% |
N/A
|
21.1K
$3.85M
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
566+ 10.66% |
N/A
|
5.88K
$1.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
542+ 22.05% |
N/A
|
3K
$546K
|
|
|
Nov 09, 2022
Q3 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
541+ 13.09% |
N/A
|
4.67K
$851K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
539+ 2.59% |
N/A
|
21.3K
$3.88M
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
531+ 3.9% |
N/A
|
14.1K
$2.57M
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
530+ 14.3% |
N/A
|
4.24K
$772K
|
|
|
Oct 25, 2022
Q3 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
528+ 4.8% |
N/A
|
11.5K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
526+ 2.7% |
N/A
|
20K
$3.64M
|
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
524+ 5.23% |
N/A
|
10.5K
$1.92M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
520+ 6.68% |
N/A
|
8.31K
$1.51M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
518+ 8.44% |
N/A
|
6.65K
$1.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
517+ 2.06% |
N/A
|
25.7K
$4.67M
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
513+ 7.23% |
N/A
|
7.61K
$1.39M
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
513+ 56.94% |
N/A
|
1.41K
$258K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
510+ 24.85% |
N/A
|
2.56K
$467K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
500+ 409.84% |
N/A
|
622
$113K
|
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
497+ 0.79% |
N/A
|
63.3K
$11.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
496+ 32.27% |
N/A
|
2.03K
$370K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
496+ 3.49% |
N/A
|
14.7K
$2.68M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
495+ 3.13% |
N/A
|
16.3K
$2.98M
|