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 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
22.1K+ 17.23% |
N/A
|
150K
$27.4M
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
21.9KNew |
N/A
|
21.9K
$4M
|
|
Feb 14, 2022
Q4 2021
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
21.4KNew |
N/A
|
21.4K
$3.9M
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
21KNew |
N/A
|
21K
$3.83M
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
21K+ 4.32% |
N/A
|
507K
$92.4M
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
21K+ 8.97% |
N/A
|
255K
$46.5M
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
20.6K+ 7.79% |
N/A
|
286K
$52M
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
20.5K+ 11055.14% |
N/A
|
20.6K
$3.76M
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
20.1KNew |
N/A
|
20.1K
$3.67M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.9K+ 2.91% |
N/A
|
702K
$128M
|
|
Feb 14, 2022
Q4 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
19.8K+ 1382.51% |
N/A
|
21.3K
$3.88M
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
19.8KNew |
N/A
|
19.8K
$3.61M
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
19.8KNew |
N/A
|
19.8K
$3.6M
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
19.7KNew |
N/A
|
19.7K
$3.59M
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
19.6KNew |
N/A
|
19.6K
$3.58M
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19.3KNew |
N/A
|
19.3K
$3.51M
|
|
Feb 07, 2022
Q4 2021
|
St. Louis Trust CO
|
BUY
|
- |
19.2KNew |
N/A
|
19.2K
$3.5M
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
19.1KNew |
N/A
|
19.1K
$3.48M
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
18.8K+ 2.81% |
N/A
|
689K
$125M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18.2K+ 57.72% |
N/A
|
49.8K
$9.06M
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.9K+ 739.55% |
N/A
|
20.4K
$3.71M
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
17.8K+ 11.05% |
N/A
|
179K
$32.7M
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
16.6K+ 1.47% |
N/A
|
1.14M
$209M
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
16.4K+ 524.3% |
N/A
|
19.5K
$3.56M
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
16.3KNew |
N/A
|
16.3K
$2.97M
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
16.1K+ 12.86% |
N/A
|
141K
$25.7M
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
15.5K+ 5.43% |
N/A
|
302K
$54.9M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.5K+ 7.2% |
N/A
|
231K
$42.1M
|
|
Jan 27, 2022
Q4 2021
|
Landmark Wealth Management, LLC
|
BUY
|
- |
15KNew |
N/A
|
15K
$2.73M
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
14.8KNew |
N/A
|
14.8K
$2.69M
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
14.5K+ 113.28% |
N/A
|
27.3K
$4.97M
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
14.4KNew |
N/A
|
14.4K
$2.62M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9K+ 45.76% |
N/A
|
44.3K
$8.06M
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.8K+ 88.91% |
N/A
|
29.3K
$5.33M
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13.7K+ 6.79% |
N/A
|
216K
$39.3M
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
13.6K+ 106.23% |
N/A
|
26.4K
$4.8M
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.4K+ 11.12% |
N/A
|
134K
$24.3M
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
13.3K+ 42.26% |
N/A
|
44.8K
$8.17M
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
12.9K+ 914.91% |
N/A
|
14.4K
$2.62M
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12.5K+ 6.91% |
N/A
|
194K
$35.3M
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
12.3KNew |
N/A
|
12.3K
$2.25M
|
|
Feb 11, 2022
Q4 2021
|
Goldstream Capital Management LTD
|
BUY
|
- |
12.2KNew |
N/A
|
12.2K
$2.22M
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
11.6KNew |
N/A
|
11.6K
$2.12M
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.2K+ 52.78% |
N/A
|
32.5K
$5.91M
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
11.2KNew |
N/A
|
11.2K
$2.03M
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
11KNew |
N/A
|
11K
$2M
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.9K+ 31.85% |
N/A
|
45K
$8.2M
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
10.7KNew |
N/A
|
10.7K
$1.96M
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
10.7K+ 119.62% |
N/A
|
19.6K
$3.57M
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.6K+ 30.95% |
N/A
|
44.9K
$8.17M
|