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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
7.33K+ 9.93% |
N/A
|
81.2K
$14.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
7.3K+ 2.1% |
N/A
|
355K
$64.6M
|
|
|
Oct 24, 2024
Q4 2021
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
7.16KNew |
N/A
|
7.16K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.15K+ 3.1% |
N/A
|
238K
$43.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
7.15K+ 2.48% |
N/A
|
296K
$53.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.08K+ 384.42% |
N/A
|
8.92K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
7.08K+ 8.45% |
N/A
|
90.9K
$16.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.94K+ 1.62% |
N/A
|
435K
$79.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.93K+ 20.96% |
N/A
|
40K
$7.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
6.89KNew |
N/A
|
6.89K
$1.26M
|
|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
6.76KNew |
N/A
|
6.76K
$1.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6.76K+ 30.68% |
N/A
|
28.8K
$5.24M
|
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
6.67K+ 7.1% |
N/A
|
101K
$18.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Dempze Nancy E
|
BUY
|
- |
6.55KNew |
N/A
|
6.55K
$1.19M
|
|
|
Jan 28, 2022
Q4 2021
|
Highview Capital Management LLC
|
BUY
|
- |
6.53KNew |
N/A
|
6.53K
$1.19M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
6.52KNew |
N/A
|
6.52K
$1.19M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.52K+ 15.34% |
N/A
|
49K
$8.93M
|
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
6.49KNew |
N/A
|
6.49K
$1.18M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.41K+ 1.77% |
N/A
|
369K
$67.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.39K+ 1.21% |
N/A
|
535K
$97.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Quaker Wealth Management, LLC
|
BUY
|
- |
6.33KNew |
N/A
|
6.33K
$1.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
6.21K+ 2.11% |
N/A
|
300K
$54.7M
|
|
|
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
6.19K+ 199.68% |
N/A
|
9.29K
$1.69M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.14KNew |
N/A
|
6.14K
$1.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.08KNew |
N/A
|
6.08K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.98K+ 94.03% |
N/A
|
12.3K
$2.25M
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.95K+ 1.78% |
N/A
|
340K
$61.9M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
5.76KNew |
N/A
|
5.76K
$1.05M
|
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
5.69K+ 3.19% |
N/A
|
184K
$33.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5.67K+ 0.62% |
N/A
|
913K
$166M
|
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
5.65KNew |
N/A
|
5.65K
$1.03M
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
5.65K+ 2.82% |
N/A
|
206K
$37.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5.64K+ 21.02% |
N/A
|
32.5K
$5.91M
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
5.61K+ 32.16% |
N/A
|
23K
$4.2M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.61KNew |
N/A
|
5.61K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.55K+ 45.09% |
N/A
|
17.9K
$3.25M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
5.53KNew |
N/A
|
5.53K
$1.01M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.53K+ 5.6% |
N/A
|
104K
$19M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.42K+ 25.73% |
N/A
|
26.5K
$4.83M
|
|
|
May 10, 2022
Q4 2021
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
5.35KNew |
N/A
|
5.35K
$975K
|
|
|
Jan 12, 2022
Q4 2021
|
Moulton Wealth Management, Inc
|
BUY
|
- |
5.35K+ 21.58% |
N/A
|
30.1K
$5.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
5.33K+ 62.77% |
N/A
|
13.8K
$2.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.25KNew |
N/A
|
5.25K
$957K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.2KNew |
N/A
|
5.2K
$948K
|
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
5.12KNew |
N/A
|
5.12K
$932K
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
5.07K+ 4.05% |
N/A
|
130K
$23.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.06KNew |
N/A
|
5.06K
$922K
|
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.89KNew |
N/A
|
4.89K
$891K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.88K+ 50.38% |
N/A
|
14.6K
$2.65M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.85K+ 32.15% |
N/A
|
19.9K
$3.63M
|