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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
BUY
|
- |
50+ 6.98% |
N/A
|
766
$140K
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
47+ 1.64% |
N/A
|
2.91K
$531K
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
47+ 1.57% |
N/A
|
3.05K
$555K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
47New |
N/A
|
47
$8.56K
|
|
|
Jan 31, 2022
Q4 2021
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
46+ 0.05% |
N/A
|
90.2K
$16.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
44+ 0.75% |
N/A
|
5.9K
$1.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
43+ 0.43% |
N/A
|
9.96K
$1.81M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
42+ 2.26% |
N/A
|
1.9K
$346K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
40+ 0.7% |
N/A
|
5.72K
$1.04M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
36New |
N/A
|
36
$6.56K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
36+ 1.75% |
N/A
|
2.09K
$381K
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
36+ 0.18% |
N/A
|
20.4K
$3.71M
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
34+ 0.31% |
N/A
|
11K
$2.01M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
34+ 0.45% |
N/A
|
7.56K
$1.38M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
32+ 0.12% |
N/A
|
27.6K
$5.02M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
30+ 0.14% |
N/A
|
21.5K
$3.92M
|
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
30+ 0.84% |
N/A
|
3.61K
$657K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
27New |
N/A
|
27
$4.92K
|
|
|
Feb 11, 2022
Q4 2021
|
Mercer Investments LLC
|
BUY
|
- |
26+ 0.03% |
N/A
|
98.5K
$17.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
25+ 0.16% |
N/A
|
15.8K
$2.88M
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
25+ 1.34% |
N/A
|
1.89K
$344K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
24+ 0.07% |
N/A
|
32.4K
$5.91M
|
|
|
Jan 14, 2022
Q4 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
23+ 0.39% |
N/A
|
5.91K
$1.08M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
23New |
N/A
|
23
$4.19K
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
22+ 0.69% |
N/A
|
3.2K
$583K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
21+ 0.48% |
N/A
|
4.42K
$805K
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
20New |
N/A
|
20
$3.64K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
19+ 0.05% |
N/A
|
39K
$7.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
19+ 0.17% |
N/A
|
11.2K
$2.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
18+ 0.26% |
N/A
|
6.95K
$1.27M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
17+ 0.25% |
N/A
|
6.94K
$1.26M
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
17+ 0.41% |
N/A
|
4.13K
$752K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
16+ 0.05% |
N/A
|
30.1K
$5.47M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
15+ 0.18% |
N/A
|
8.26K
$1.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
15+ 0.14% |
N/A
|
10.5K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
15+ 0.38% |
N/A
|
3.92K
$713K
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
15+ 0.37% |
N/A
|
4.04K
$736K
|
|
|
Feb 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
14+ 0.03% |
N/A
|
48K
$8.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
14+ 0.25% |
N/A
|
5.56K
$1.01M
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
14+ 0.36% |
N/A
|
3.92K
$713K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
13+ 0.04% |
N/A
|
31.2K
$5.69M
|
|
|
Feb 07, 2022
Q4 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
12+ 0.16% |
N/A
|
7.6K
$1.38M
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
12+ 0.26% |
N/A
|
4.62K
$842K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12+ 0.4% |
N/A
|
3.01K
$547K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12+ 0.36% |
N/A
|
3.34K
$609K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
11+ 0.5% |
N/A
|
2.21K
$403K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
11+ 78.57% |
N/A
|
25
$4.55K
|
|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
BUY
|
- |
9+ 0.32% |
N/A
|
2.81K
$512K
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
9+ 0.23% |
N/A
|
3.91K
$713K
|
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
8+ 0.41% |
N/A
|
1.95K
$356K
|