Purchases and Sales Made in Q4 2021 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.63M+ 16.77% |
N/A
|
25.3M
$4.61B
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.06MNew |
N/A
|
3.06M
$557M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
625K+ 138.38% |
N/A
|
1.08M
$196M
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
534K+ 219.83% |
N/A
|
777K
$141M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
477KNew |
N/A
|
477K
$87M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
423K+ 4.28% |
N/A
|
10.3M
$1.88B
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
297K+ 232.97% |
N/A
|
424K
$77.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
235K+ 4.15% |
N/A
|
5.91M
$1.08B
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
234K+ 59.49% |
N/A
|
626K
$114M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
220KNew |
N/A
|
220K
$40.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
220KNew |
N/A
|
220K
$40.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
207K+ 3.03% |
N/A
|
7.03M
$1.28B
|
|
|
Feb 15, 2022
Q4 2021
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
199KNew |
N/A
|
199K
$36.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
189K+ 4.34% |
N/A
|
4.54M
$827M
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
182KNew |
N/A
|
182K
$33.1M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
135KNew |
N/A
|
135K
$24.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
134K+ 2111.32% |
N/A
|
140K
$25.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
133K+ 199.09% |
N/A
|
200K
$36.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
133KNew |
N/A
|
133K
$24.1M
|
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
130K+ 8621.36% |
N/A
|
132K
$24M
|
|
|
Feb 14, 2022
Q4 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
128K+ 24.84% |
N/A
|
642K
$117M
|
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
122K+ 24.13% |
N/A
|
629K
$115M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
117K+ 1348.25% |
N/A
|
126K
$23M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
115K+ 64.48% |
N/A
|
293K
$53.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Dan L Duncan Foundation
Houston, TX |
BUY
|
- |
111KNew |
N/A
|
111K
$20.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
107KNew |
N/A
|
107K
$19.5M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
106K+ 70.36% |
N/A
|
257K
$46.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
103K+ 5.19% |
N/A
|
2.08M
$379M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
101KNew |
N/A
|
101K
$18.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
79.4KNew |
N/A
|
79.4K
$14.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.8K+ 2.52% |
N/A
|
3.17M
$577M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
76.6KNew |
N/A
|
76.6K
$13.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
75K+ 437.79% |
N/A
|
92.2K
$16.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
74.7K+ 6.51% |
N/A
|
1.22M
$222M
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
73.7KNew |
N/A
|
73.7K
$13.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
73.4K+ 365.85% |
N/A
|
93.4K
$17M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
73.1K+ 4.93% |
N/A
|
1.56M
$284M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
72.8KNew |
N/A
|
72.8K
$13.3M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
72.7K+ 4.49% |
N/A
|
1.69M
$308M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
72.5KNew |
N/A
|
72.5K
$13.2M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
71.9K+ 66.32% |
N/A
|
180K
$32.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
71.8KNew |
N/A
|
71.8K
$13.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
66.5K+ 1198.47% |
N/A
|
72.1K
$13.1M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
64.9KNew |
N/A
|
64.9K
$11.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
64.5KNew |
N/A
|
64.5K
$11.7M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
63.1K+ 2.65% |
N/A
|
2.44M
$445M
|
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
61.4KNew |
N/A
|
61.4K
$11.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
59.2KNew |
N/A
|
59.2K
$10.8M
|
|
|
Feb 16, 2022
Q4 2021
|
Mendel Capital Management LLC
|
BUY
|
- |
58.1KNew |
N/A
|
58.1K
$10.6M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
55.7KNew |
N/A
|
55.7K
$10.1M
|