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
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.21K- 10.98% |
N/A
|
42.3K
$7.7M
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.44K- 2.04% |
N/A
|
261K
$47.5M
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.47K- 53.43% |
N/A
|
4.77K
$868K
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-5.59KClosed |
N/A
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.72K- 14.48% |
N/A
|
33.8K
$6.15M
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-5.73K- 6.98% |
N/A
|
76.4K
$13.9M
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-5.75K- 9.04% |
N/A
|
57.8K
$10.5M
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5.8K- 3.41% |
N/A
|
164K
$29.9M
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.85K- 14.36% |
N/A
|
34.9K
$6.35M
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-5.93K- 3.44% |
N/A
|
167K
$30.4M
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.98K- 7.01% |
N/A
|
79.4K
$14.5M
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
SELL
|
- |
-6.44K- 7.28% |
N/A
|
82K
$14.9M
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.71K- 1.5% |
N/A
|
441K
$80.4M
|
|
Jan 31, 2022
Q4 2021
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-6.89K- 12.5% |
N/A
|
48.2K
$8.79M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.97K- 0.6% |
N/A
|
1.16M
$211M
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-7K- 16.82% |
N/A
|
34.6K
$6.31M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.04K- 1.26% |
N/A
|
551K
$100M
|
|
Feb 18, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-7.3K- 85.72% |
N/A
|
1.22K
$221K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-7.45K- 14.13% |
N/A
|
45.3K
$8.25M
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-7.52K- 4.18% |
N/A
|
172K
$31.4M
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-7.55KClosed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.79K- 76.9% |
N/A
|
2.34K
$426K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-7.81K- 55.95% |
N/A
|
6.14K
$1.12M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.87K- 4.65% |
N/A
|
161K
$29.4M
|
|
Feb 01, 2022
Q4 2021
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-7.99K- 55.76% |
N/A
|
6.34K
$1.15M
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.26KClosed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
SELL
|
- |
-8.7K- 42.03% |
N/A
|
12K
$2.19M
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-8.87K- 18.55% |
N/A
|
38.9K
$7.09M
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8.88K- 63.62% |
N/A
|
5.08K
$925K
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9KClosed |
N/A
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-9.26K- 44.03% |
N/A
|
11.8K
$2.14M
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-9.33KClosed |
N/A
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-10.2K- 4.8% |
N/A
|
203K
$36.9M
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10.4K- 2.77% |
N/A
|
366K
$66.7M
|
|
Oct 31, 2022
Q4 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-10.4K- 21.44% |
N/A
|
38.2K
$6.97M
|
|
Feb 14, 2022
Q4 2021
|
Man Group PLC
London, X0 |
SELL
|
- |
-10.5K- 43.72% |
N/A
|
13.5K
$2.45M
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-10.6K- 10.68% |
N/A
|
88.3K
$16.1M
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-11.2K- 16.95% |
N/A
|
54.8K
$9.97M
|
|
Jan 20, 2022
Q4 2021
|
Simpli Fi, Inc.
|
SELL
|
- |
-11.2K- 8.74% |
N/A
|
117K
$21.3M
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.3K- 17.9% |
N/A
|
51.8K
$9.43M
|
|
Feb 10, 2022
Q4 2021
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 32.05% |
N/A
|
24.1K
$4.39M
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
SELL
|
- |
-15.6K- 65.62% |
N/A
|
8.17K
$1.49M
|
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-16.2K- 77.61% |
N/A
|
4.68K
$853K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.5K- 0.82% |
N/A
|
2.01M
$366M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.6K- 3.44% |
N/A
|
468K
$85.2M
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-17.2K- 75.04% |
N/A
|
5.71K
$1.04M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.3K- 1.08% |
N/A
|
1.68M
$306M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-20.1K- 13.34% |
N/A
|
131K
$23.8M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-20.3K- 11.1% |
N/A
|
163K
$29.6M
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-20.8K- 6.99% |
N/A
|
277K
$50.4M
|