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 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.57K+ 5.2% |
N/A
|
31.7K
$5.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.57K+ 24.61% |
N/A
|
7.93K
$1.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
1.56K+ 1.47% |
N/A
|
108K
$19.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.55KNew |
N/A
|
1.55K
$283K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.53K+ 5.32% |
N/A
|
30.3K
$5.51M
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
1.51KNew |
N/A
|
1.51K
$274K
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
1.51KNew |
N/A
|
1.51K
$274K
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
BUY
|
- |
1.5K+ 26.04% |
N/A
|
7.28K
$1.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.5K+ 2.32% |
N/A
|
66.1K
$12M
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$272K
|
|
|
Feb 15, 2022
Q4 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.49K+ 7.78% |
N/A
|
20.7K
$3.77M
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.47KNew |
N/A
|
1.47K
$268K
|
|
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.46KNew |
N/A
|
1.46K
$266K
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
1.46KNew |
N/A
|
1.46K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.45KNew |
N/A
|
1.45K
$263K
|
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
1.44KNew |
N/A
|
1.44K
$263K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.44K+ 3.14% |
N/A
|
47.3K
$8.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.44K+ 483.16% |
N/A
|
1.73K
$315K
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.43KNew |
N/A
|
1.43K
$261K
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
1.43K+ 3.21% |
N/A
|
45.9K
$8.36M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.43KNew |
N/A
|
1.43K
$260K
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.42KNew |
N/A
|
1.42K
$259K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
1.4K+ 1.66% |
N/A
|
85.6K
$15.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Enhancing Capital LLC
|
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$255K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.4K+ 5.4% |
N/A
|
27.2K
$4.96M
|
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.39KNew |
N/A
|
1.39K
$254K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.39KNew |
N/A
|
1.39K
$254K
|
|
|
Feb 16, 2022
Q4 2021
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.37KNew |
N/A
|
1.37K
$250K
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
1.35KNew |
N/A
|
1.35K
$246K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.35KNew |
N/A
|
1.35K
$246K
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.35K+ 25.85% |
N/A
|
6.56K
$1.19M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.34KNew |
N/A
|
1.34K
$244K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
1.33KNew |
N/A
|
1.33K
$242K
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.33KNew |
N/A
|
1.33K
$241K
|
|
|
Feb 08, 2022
Q4 2021
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.32KNew |
N/A
|
1.32K
$241K
|
|
|
Mar 03, 2022
Q4 2021
|
Better Wealth, LLC
|
BUY
|
- |
1.32KNew |
N/A
|
1.32K
$241K
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.32KNew |
N/A
|
1.32K
$241K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
1.32K+ 0.55% |
N/A
|
241K
$43.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.31KNew |
N/A
|
1.31K
$238K
|
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.3KNew |
N/A
|
1.3K
$237K
|
|
|
Feb 07, 2022
Q4 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
1.3KNew |
N/A
|
1.3K
$236K
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.29K+ 4.0% |
N/A
|
33.5K
$6.1M
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.29KNew |
N/A
|
1.29K
$235K
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.29KNew |
N/A
|
1.29K
$234K
|
|
|
Jan 19, 2022
Q4 2021
|
Whelan Financial
|
BUY
|
- |
1.28KNew |
N/A
|
1.28K
$234K
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 2.09% |
N/A
|
62.8K
$11.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
1.28KNew |
N/A
|
1.28K
$232K
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.27KNew |
N/A
|
1.27K
$231K
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.27K+ 3.52% |
N/A
|
37.2K
$6.78M
|
|
|
Jan 13, 2022
Q4 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.27KNew |
N/A
|
1.27K
$230K
|