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
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1+ 0.21% |
N/A
|
486
$88.5K
|
|
Feb 07, 2022
Q4 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.2% |
N/A
|
504
$91.8K
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-1- 0.01% |
N/A
|
8.83K
$1.61M
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.1% |
N/A
|
1.05K
$191K
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1- 0.03% |
N/A
|
3.4K
$620K
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1- -0.0% |
N/A
|
55K
$10M
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-3- 0.08% |
N/A
|
3.94K
$717K
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
SELL
|
- |
-5- 0.15% |
N/A
|
3.39K
$617K
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-5- 0.29% |
N/A
|
1.69K
$308K
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-6- 0.43% |
N/A
|
1.38K
$251K
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6- 0.01% |
N/A
|
48.9K
$8.9M
|
|
Feb 03, 2022
Q4 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-6- 0.3% |
N/A
|
1.98K
$360K
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-7- 0.21% |
N/A
|
3.36K
$612K
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-8- 1.06% |
N/A
|
750
$137K
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-9- 0.43% |
N/A
|
2.07K
$377K
|
|
Feb 14, 2022
Q4 2021
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-10- 0.41% |
N/A
|
2.46K
$448K
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-10- 0.17% |
N/A
|
6.05K
$1.1M
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-11- 0.03% |
N/A
|
43.6K
$7.94M
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-12- 0.4% |
N/A
|
2.97K
$542K
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-12- 0.3% |
N/A
|
3.98K
$724K
|
|
Jan 25, 2022
Q4 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-13- 0.54% |
N/A
|
2.4K
$436K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-14- 1.64% |
N/A
|
842
$153K
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-15- 1.61% |
N/A
|
919
$167K
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-15- 0.69% |
N/A
|
2.16K
$393K
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-15- 8.88% |
N/A
|
154
$28.1K
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-17- 1.23% |
N/A
|
1.37K
$249K
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-18- 0.4% |
N/A
|
4.48K
$817K
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-19- 0.69% |
N/A
|
2.72K
$496K
|
|
Mar 07, 2022
Q4 2021
|
Bradley Mark J.
|
SELL
|
- |
-20- 0.69% |
N/A
|
2.87K
$523K
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-20- 0.36% |
N/A
|
5.56K
$1.01M
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-21- 0.16% |
N/A
|
13.2K
$2.41M
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-21- 0.88% |
N/A
|
2.35K
$429K
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-21- 0.63% |
N/A
|
3.33K
$606K
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-23- 0.98% |
N/A
|
2.32K
$422K
|
|
Feb 03, 2022
Q4 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-23- 0.44% |
N/A
|
5.23K
$953K
|
|
Jan 20, 2022
Q4 2021
|
Bay Rivers Group
|
SELL
|
- |
-25- 0.08% |
N/A
|
31.4K
$5.72M
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-25- 0.17% |
N/A
|
14.5K
$2.65M
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-26- 0.62% |
N/A
|
4.14K
$755K
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-27- 0.04% |
N/A
|
60.6K
$11M
|
|
Feb 14, 2022
Q4 2021
|
Hamilton Wealth, LLC
|
SELL
|
- |
-28- 0.03% |
N/A
|
93.8K
$17.1M
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-30- 1.25% |
N/A
|
2.38K
$433K
|
|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
SELL
|
- |
-30- 0.4% |
N/A
|
7.54K
$1.37M
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
SELL
|
- |
-30- 0.95% |
N/A
|
3.13K
$570K
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-30- 0.91% |
N/A
|
3.28K
$598K
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
SELL
|
- |
-30- 0.39% |
N/A
|
7.64K
$1.39M
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
SELL
|
- |
-30- 1.07% |
N/A
|
2.78K
$506K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-30- 1.02% |
N/A
|
2.92K
$532K
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-31- 0.54% |
N/A
|
5.66K
$1.03M
|