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
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.85KNew |
N/A
|
4.85K
$883K
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
4.85K+ 222.19% |
N/A
|
7.03K
$1.28M
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
4.8K+ 5.4% |
N/A
|
93.8K
$17.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.78K+ 8.69% |
N/A
|
59.8K
$10.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
4.75K+ 2.89% |
N/A
|
169K
$30.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
4.72KNew |
N/A
|
4.72K
$860K
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.7KNew |
N/A
|
4.7K
$857K
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
4.67KNew |
N/A
|
4.67K
$851K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
4.62K+ 1.78% |
N/A
|
263K
$48M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.58K+ 2.38% |
N/A
|
197K
$35.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
4.54KNew |
N/A
|
4.54K
$828K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.52K+ 3.5% |
N/A
|
134K
$24.4M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.52KNew |
N/A
|
4.52K
$823K
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.47K+ 2.51% |
N/A
|
183K
$33.3M
|
|
|
Jan 10, 2022
Q4 2021
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
4.47KNew |
N/A
|
4.47K
$814K
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
4.41K+ 42.61% |
N/A
|
14.8K
$2.69M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
4.41KNew |
N/A
|
4.41K
$803K
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
4.4KNew |
N/A
|
4.4K
$801K
|
|
|
Jan 14, 2022
Q4 2021
|
Coho Partners, Ltd.
|
BUY
|
- |
4.33KNew |
N/A
|
4.33K
$788K
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.32KNew |
N/A
|
4.32K
$786K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
4.31K+ 2.41% |
N/A
|
183K
$33.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
4.3K+ 30.05% |
N/A
|
18.6K
$3.39M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.3K+ 3.79% |
N/A
|
118K
$21.5M
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
4.28K+ 5.59% |
N/A
|
80.8K
$14.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.26K+ 8.9% |
N/A
|
52.1K
$9.49M
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
4.2K+ 10.25% |
N/A
|
45.2K
$8.23M
|
|
|
Feb 15, 2022
Q4 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
4.18K+ 20.28% |
N/A
|
24.8K
$4.51M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
4.15KNew |
N/A
|
4.15K
$755K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.14K+ 1.48% |
N/A
|
284K
$51.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.13KNew |
N/A
|
4.13K
$752K
|
|
|
Feb 10, 2022
Q4 2021
|
Allen Investment Management LLC
|
BUY
|
- |
4.03K+ 190.46% |
N/A
|
6.15K
$1.12M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.03K+ 2.97% |
N/A
|
140K
$25.5M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.01K+ 26.73% |
N/A
|
19K
$3.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.99KNew |
N/A
|
3.99K
$726K
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.96K+ 4.27% |
N/A
|
96.7K
$17.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.94K+ 4.53% |
N/A
|
90.8K
$16.5M
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
3.92K+ 6.49% |
N/A
|
64.4K
$11.7M
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
3.91KNew |
N/A
|
3.91K
$711K
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
3.88KNew |
N/A
|
3.88K
$706K
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.84KNew |
N/A
|
3.84K
$699K
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
3.82K+ 18.62% |
N/A
|
24.3K
$4.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.78K+ 106.96% |
N/A
|
7.32K
$1.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.7K+ 1.66% |
N/A
|
227K
$41.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.7KNew |
N/A
|
3.7K
$674K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.68KNew |
N/A
|
3.68K
$669K
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.67KNew |
N/A
|
3.67K
$668K
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
3.64KNew |
N/A
|
3.64K
$664K
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.61KNew |
N/A
|
3.61K
$657K
|
|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
3.6K+ 7.73% |
N/A
|
50.2K
$9.14M
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.53K+ 72.08% |
N/A
|
8.42K
$1.53M
|