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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-31- 0.14% |
N/A
|
21.8K
$3.97M
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-32- 0.13% |
N/A
|
25K
$4.55M
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-33- 0.24% |
N/A
|
13.5K
$2.46M
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-34- 0.3% |
N/A
|
11.4K
$2.07M
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-34- 0.3% |
N/A
|
11.4K
$2.07M
|
|
Feb 14, 2022
Q4 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-35- 0.36% |
N/A
|
9.57K
$1.74M
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
SELL
|
- |
-37Closed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-38- 1.33% |
N/A
|
2.83K
$515K
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-38- 0.41% |
N/A
|
9.27K
$1.69M
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-39- 11.54% |
N/A
|
299
$54.5K
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-39- 0.33% |
N/A
|
11.7K
$2.13M
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-40- 0.52% |
N/A
|
7.63K
$1.39M
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-42- 0.82% |
N/A
|
5.09K
$927K
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-42- 0.48% |
N/A
|
8.68K
$1.58M
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-43Closed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-43- 1.6% |
N/A
|
2.64K
$481K
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-47- 1.23% |
N/A
|
3.77K
$687K
|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-47- 0.22% |
N/A
|
21.2K
$3.86M
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-48- 1.41% |
N/A
|
3.37K
$613K
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
SELL
|
- |
-48- 1.2% |
N/A
|
3.95K
$720K
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-50- 2.6% |
N/A
|
1.88K
$342K
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-52- 0.32% |
N/A
|
16.3K
$2.96M
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-52Closed |
N/A
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-53- 3.38% |
N/A
|
1.52K
$276K
|
|
Feb 14, 2022
Q4 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-55- 0.24% |
N/A
|
22.9K
$4.16M
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-55- 4.05% |
N/A
|
1.3K
$238K
|
|
Jan 18, 2022
Q4 2021
|
Ridgewood Investments LLC
|
SELL
|
- |
-58- 1.19% |
N/A
|
4.83K
$879K
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-60- 0.65% |
N/A
|
9.13K
$1.66M
|
|
Feb 09, 2022
Q4 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-60- 2.87% |
N/A
|
2.03K
$370K
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-63- 1.85% |
N/A
|
3.35K
$610K
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-66- 0.64% |
N/A
|
10.3K
$1.87M
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-67- 2.45% |
N/A
|
2.67K
$486K
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-70- 1.38% |
N/A
|
5K
$911K
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-73- 0.42% |
N/A
|
17.5K
$3.18M
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-75- 1.42% |
N/A
|
5.21K
$949K
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-75- 0.69% |
N/A
|
10.9K
$1.98M
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-78- 3.75% |
N/A
|
2K
$364K
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-78- 0.6% |
N/A
|
12.9K
$2.34M
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-79- 0.64% |
N/A
|
12.3K
$2.24M
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-80- 2.74% |
N/A
|
2.84K
$517K
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-83- 21.67% |
N/A
|
300
$54.6K
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-84- 2.03% |
N/A
|
4.05K
$737K
|
|
Jan 14, 2022
Q4 2021
|
Madden Securities Corp
|
SELL
|
- |
-84- 6.3% |
N/A
|
1.25K
$228K
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-86- 0.53% |
N/A
|
16.1K
$2.93M
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-86- 0.09% |
N/A
|
96.5K
$17.6M
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-88- 1.06% |
N/A
|
8.25K
$1.5M
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-90- 0.66% |
N/A
|
13.5K
$2.45M
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-90- 2.53% |
N/A
|
3.46K
$631K
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-90- 0.38% |
N/A
|
23.3K
$4.25M
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-90- 0.66% |
N/A
|
13.5K
$2.45M
|