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
|
Assetmark, Inc
|
BUY
|
- |
508+ 106.05% |
N/A
|
987
$180K
|
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
BUY
|
- |
500+ 22.73% |
N/A
|
2.7K
$492K
|
|
|
Feb 09, 2022
Q4 2021
|
Independent Family Office, LLC
|
BUY
|
- |
500+ 2.37% |
N/A
|
21.6K
$3.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
500+ 14.12% |
N/A
|
4.04K
$736K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
497+ 1.59% |
N/A
|
31.8K
$5.79M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
495+ 14.95% |
N/A
|
3.81K
$693K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
494+ 11.18% |
N/A
|
4.91K
$895K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
487New |
N/A
|
487
$88.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
484+ 0.35% |
N/A
|
140K
$25.5M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
480+ 2.15% |
N/A
|
22.8K
$4.16M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
480+ 2.15% |
N/A
|
22.8K
$4.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
472+ 3.44% |
N/A
|
14.2K
$2.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
472+ 8.39% |
N/A
|
6.1K
$1.11M
|
|
|
Jan 14, 2022
Q4 2021
|
Avity Investment Management Inc.
|
BUY
|
- |
470+ 12.37% |
N/A
|
4.27K
$778K
|
|
|
Jan 20, 2022
Q4 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
462+ 14.99% |
N/A
|
3.54K
$646K
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
458+ 26.38% |
N/A
|
2.19K
$400K
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
455+ 7.52% |
N/A
|
6.51K
$1.19M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
452+ 0.53% |
N/A
|
85.4K
$15.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
451+ 7.21% |
N/A
|
6.71K
$1.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
440+ 2.19% |
N/A
|
20.5K
$3.73M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
433+ 1.37% |
N/A
|
32K
$5.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
425+ 16.1% |
N/A
|
3.06K
$558K
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
419+ 10.4% |
N/A
|
4.45K
$810K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
418+ 1.11% |
N/A
|
38.1K
$6.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
418+ 0.91% |
N/A
|
46.5K
$8.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
418+ 9.08% |
N/A
|
5.02K
$914K
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
417+ 0.38% |
N/A
|
111K
$20.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
416+ 77.76% |
N/A
|
951
$173K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
407+ 5.2% |
N/A
|
8.23K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
405+ 3.91% |
N/A
|
10.8K
$1.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
405+ 22.59% |
N/A
|
2.2K
$400K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
401+ 1.61% |
N/A
|
25.3K
$4.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
400New |
N/A
|
400
$72.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
399+ 2.87% |
N/A
|
14.3K
$2.61M
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
391+ 3.12% |
N/A
|
12.9K
$2.36M
|
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
390+ 5.38% |
N/A
|
7.65K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
390+ 9.3% |
N/A
|
4.59K
$835K
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
388+ 8.63% |
N/A
|
4.89K
$890K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
388+ 6.65% |
N/A
|
6.23K
$1.13M
|
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
386+ 3.91% |
N/A
|
10.3K
$1.87M
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
385+ 17.69% |
N/A
|
2.56K
$466K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
384+ 1.98% |
N/A
|
19.8K
$3.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
360+ 0.75% |
N/A
|
48.6K
$8.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
360+ 4.33% |
N/A
|
8.68K
$1.58M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
360+ 7.83% |
N/A
|
4.96K
$903K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
357+ 4.17% |
N/A
|
8.93K
$1.63M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
357+ 0.22% |
N/A
|
160K
$29.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
356+ 2.29% |
N/A
|
15.9K
$2.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
350+ 3.64% |
N/A
|
9.97K
$1.82M
|
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
349+ 2.33% |
N/A
|
15.4K
$2.8M
|