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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
55KNew |
N/A
|
55K
$10M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
54.9KNew |
N/A
|
54.9K
$10M
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
54.3KNew |
N/A
|
54.3K
$9.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Berkshire Money Management, Inc.
|
BUY
|
- |
47.8K+ 7.11% |
N/A
|
720K
$131M
|
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
46.6KNew |
N/A
|
46.6K
$8.49M
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
44.9KNew |
N/A
|
44.9K
$8.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
44.2KNew |
N/A
|
44.2K
$8.06M
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
42.9K+ 50.34% |
N/A
|
128K
$23.3M
|
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
42.7KNew |
N/A
|
42.7K
$7.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
41.3K+ 15.47% |
N/A
|
308K
$56.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.8K+ 2.47% |
N/A
|
1.7M
$309M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
39.6K+ 17075.0% |
N/A
|
39.8K
$7.26M
|
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
38.4K+ 5.73% |
N/A
|
707K
$129M
|
|
|
Feb 17, 2022
Q4 2021
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
38K+ 17.16% |
N/A
|
260K
$47.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
37.6K+ 39.46% |
N/A
|
133K
$24.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
37.3K+ 8.31% |
N/A
|
487K
$88.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
36.8K+ 859.21% |
N/A
|
41.1K
$7.49M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.6K+ 1.73% |
N/A
|
2.15M
$392M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.5K+ 4.38% |
N/A
|
844K
$154M
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
35.4KNew |
N/A
|
35.4K
$6.45M
|
|
|
Feb 07, 2022
Q4 2021
|
Schaeffer Financial LLC
|
BUY
|
- |
35.3KNew |
N/A
|
35.3K
$6.43M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
34.9K+ 605.71% |
N/A
|
40.6K
$7.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
34.5K+ 4.01% |
N/A
|
895K
$163M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
34.5K+ 1.06% |
N/A
|
3.28M
$597M
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
34.5K+ 15.33% |
N/A
|
259K
$47.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
34.2KNew |
N/A
|
34.2K
$6.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
34.1KNew |
N/A
|
34.1K
$6.21M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
33.2K+ 690.22% |
N/A
|
38K
$6.93M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
33.1KNew |
N/A
|
33.1K
$6.02M
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
32.1KNew |
N/A
|
32.1K
$5.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
31.7KNew |
N/A
|
31.7K
$5.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
29.8K+ 4.4% |
N/A
|
706K
$129M
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
29.1K+ 12.7% |
N/A
|
258K
$47M
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
28.3K+ 74.15% |
N/A
|
66.6K
$12.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
27.5K+ 15.26% |
N/A
|
208K
$37.9M
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
26.8KNew |
N/A
|
26.8K
$4.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.4K+ 3.6% |
N/A
|
761K
$139M
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
25.8KNew |
N/A
|
25.8K
$4.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
25.8KNew |
N/A
|
25.8K
$4.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
BUY
|
- |
25.1KNew |
N/A
|
25.1K
$4.57M
|
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
24.7K+ 21.11% |
N/A
|
142K
$25.8M
|
|
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
24.6KNew |
N/A
|
24.6K
$4.49M
|
|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
24.3KNew |
N/A
|
24.3K
$4.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
24.2KNew |
N/A
|
24.2K
$4.42M
|
|
|
Feb 03, 2022
Q4 2021
|
Gouws Capital LLC
|
BUY
|
- |
23.9KNew |
N/A
|
23.9K
$4.35M
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
23.2KNew |
N/A
|
23.2K
$4.23M
|
|
|
Mar 31, 2022
Q4 2021
|
Leo H. Evart, Inc.
|
BUY
|
- |
23KNew |
N/A
|
23K
$4.19M
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
23KNew |
N/A
|
23K
$4.18M
|
|
|
Jan 20, 2022
Q4 2021
|
Lewis Capital Management, LLC
|
BUY
|
- |
22.5KNew |
N/A
|
22.5K
$4.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
22.1K+ 8.42% |
N/A
|
285K
$51.8M
|