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 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
114+ 14.5% |
N/A
|
900
$164K
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
110+ 7.11% |
N/A
|
1.66K
$302K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
107+ 0.55% |
N/A
|
19.7K
$3.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
106+ 0.54% |
N/A
|
19.7K
$3.59M
|
|
|
Jan 27, 2022
Q4 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
106+ 2.2% |
N/A
|
4.93K
$897K
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
105+ 1.75% |
N/A
|
6.1K
$1.11M
|
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
105+ 2.48% |
N/A
|
4.34K
$791K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
101New |
N/A
|
101
$18.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
101+ 3.35% |
N/A
|
3.12K
$568K
|
|
|
Jul 28, 2022
Q4 2021
|
Capital Financial Services, LLC
|
BUY
|
- |
100+ 5.41% |
N/A
|
1.95K
$355K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
100New |
N/A
|
100
$18.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
100+ 2.61% |
N/A
|
3.94K
$717K
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100New |
N/A
|
100
$18.2K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
100New |
N/A
|
100
$18.2K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
93+ 2.67% |
N/A
|
3.58K
$652K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilton Capital Management, LLC
|
BUY
|
- |
92+ 5.53% |
N/A
|
1.76K
$320K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
91+ 1.91% |
N/A
|
4.85K
$883K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
91+ 1.98% |
N/A
|
4.68K
$853K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
90+ 6.57% |
N/A
|
1.46K
$266K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
89New |
N/A
|
89
$16.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Miramar Capital, LLC
|
BUY
|
- |
88+ 0.89% |
N/A
|
10K
$1.82M
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
87+ 2.72% |
N/A
|
3.29K
$598K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
87+ 1.36% |
N/A
|
6.46K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
86+ 0.69% |
N/A
|
12.6K
$2.29M
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
84New |
N/A
|
84
$15.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
84+ 0.26% |
N/A
|
31.9K
$5.81M
|
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
82+ 75.23% |
N/A
|
191
$34.8K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
75+ 0.76% |
N/A
|
9.88K
$1.8M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
75New |
N/A
|
75
$13.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
73+ 1.16% |
N/A
|
6.38K
$1.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
73+ 5.25% |
N/A
|
1.46K
$267K
|
|
|
Jan 31, 2022
Q4 2021
|
1776 Wealth LLC
|
BUY
|
- |
71+ 1.95% |
N/A
|
3.71K
$676K
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
70+ 3.52% |
N/A
|
2.06K
$375K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
70+ 0.82% |
N/A
|
8.65K
$1.57M
|
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
BUY
|
- |
68+ 1.85% |
N/A
|
3.74K
$682K
|
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
BUY
|
- |
68+ 33.83% |
N/A
|
269
$49K
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
67+ 4.36% |
N/A
|
1.6K
$292K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
66+ 0.54% |
N/A
|
12.3K
$2.23M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
66+ 1.37% |
N/A
|
4.87K
$887K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
66New |
N/A
|
66
$12K
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
62+ 1.47% |
N/A
|
4.28K
$779K
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
62+ 0.81% |
N/A
|
7.72K
$1.41M
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
60+ 1.1% |
N/A
|
5.52K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
60+ 0.46% |
N/A
|
13.1K
$2.39M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
59+ 0.27% |
N/A
|
22K
$4.01M
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
57+ 0.86% |
N/A
|
6.7K
$1.22M
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
57New |
N/A
|
57
$10.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
53+ 0.46% |
N/A
|
11.6K
$2.11M
|
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
52+ 2.69% |
N/A
|
1.99K
$362K
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
51+ 2.65% |
N/A
|
1.97K
$360K
|