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 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
731+ 10.96% |
N/A
|
7.4K
$1.35M
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
720+ 29.42% |
N/A
|
3.17K
$577K
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
719+ 0.58% |
N/A
|
125K
$22.7M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
708+ 1.47% |
N/A
|
48.7K
$8.87M
|
|
Jan 20, 2022
Q4 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
704+ 4.79% |
N/A
|
15.4K
$2.81M
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
696New |
N/A
|
696
$127K
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
693+ 1.63% |
N/A
|
43.2K
$7.86M
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
683+ 7.81% |
N/A
|
9.42K
$1.72M
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
683+ 5.86% |
N/A
|
12.3K
$2.25M
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
678+ 2.51% |
N/A
|
27.7K
$5.05M
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
BUY
|
- |
666+ 6.83% |
N/A
|
10.4K
$1.9M
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
665+ 1.68% |
N/A
|
40.2K
$7.32M
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
663+ 10.81% |
N/A
|
6.8K
$1.24M
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
660+ 0.81% |
N/A
|
82.5K
$15M
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
656+ 3.79% |
N/A
|
18K
$3.27M
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
654+ 1.84% |
N/A
|
36.1K
$6.58M
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
650+ 4.97% |
N/A
|
13.7K
$2.5M
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
639+ 40.39% |
N/A
|
2.22K
$405K
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
639+ 10.23% |
N/A
|
6.89K
$1.25M
|
|
Feb 08, 2022
Q4 2021
|
Cairn Investment Group, Inc.
|
BUY
|
- |
635+ 13.9% |
N/A
|
5.2K
$948K
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
635+ 1.23% |
N/A
|
52.3K
$9.53M
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
627+ 1.04% |
N/A
|
60.7K
$11.1M
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
BUY
|
- |
623+ 1.6% |
N/A
|
39.5K
$7.19M
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
617+ 6.37% |
N/A
|
10.3K
$1.88M
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
602+ 10.4% |
N/A
|
6.39K
$1.16M
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
600+ 24.53% |
N/A
|
3.05K
$555K
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
599New |
N/A
|
599
$109K
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
594+ 3.74% |
N/A
|
16.5K
$3M
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
580+ 0.51% |
N/A
|
114K
$20.8M
|
|
Jan 20, 2022
Q4 2021
|
Blossom Wealth Management
|
BUY
|
- |
577+ 20.35% |
N/A
|
3.41K
$622K
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
577+ 0.72% |
N/A
|
80.3K
$14.6M
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
575New |
N/A
|
575
$105K
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
569+ 5.33% |
N/A
|
11.3K
$2.05M
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
568+ 10.8% |
N/A
|
5.83K
$1.06M
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
567+ 14.41% |
N/A
|
4.5K
$820K
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
563+ 2.94% |
N/A
|
19.7K
$3.6M
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
560New |
N/A
|
560
$102K
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
BUY
|
- |
555+ 1.38% |
N/A
|
40.9K
$7.45M
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
555+ 3.75% |
N/A
|
15.3K
$2.79M
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
552+ 19.96% |
N/A
|
3.32K
$604K
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
548+ 26.0% |
N/A
|
2.66K
$484K
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
547+ 1.22% |
N/A
|
45.4K
$8.28M
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
541+ 0.64% |
N/A
|
84.8K
$15.4M
|
|
Feb 14, 2022
Q4 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
538+ 8.76% |
N/A
|
6.68K
$1.22M
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
536+ 4.26% |
N/A
|
13.1K
$2.39M
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
532+ 9.74% |
N/A
|
5.99K
$1.09M
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
523+ 17.0% |
N/A
|
3.6K
$656K
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
521+ 1.66% |
N/A
|
32K
$5.82M
|
|
Feb 03, 2022
Q4 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
520+ 4.53% |
N/A
|
12K
$2.19M
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
510+ 3.27% |
N/A
|
16.1K
$2.93M
|