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 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.49KNew |
N/A
|
3.49K
$635K
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
3.48KNew |
N/A
|
3.48K
$634K
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.47K+ 32.4% |
N/A
|
14.2K
$2.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3.44KNew |
N/A
|
3.44K
$626K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
3.35K+ 0.23% |
N/A
|
1.48M
$269M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
3.34KNew |
N/A
|
3.34K
$609K
|
|
|
Jan 26, 2022
Q4 2021
|
Scott Capital Advisors, LLC
|
BUY
|
- |
3.31KNew |
N/A
|
3.31K
$602K
|
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.29KNew |
N/A
|
3.29K
$599K
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
3.25KNew |
N/A
|
3.25K
$591K
|
|
|
Mar 24, 2023
Q4 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
3.25K+ 3.09% |
N/A
|
108K
$19.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
3.23KNew |
N/A
|
3.23K
$588K
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.21K+ 11.7% |
N/A
|
30.7K
$5.58M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.2K+ 177.29% |
N/A
|
5.01K
$912K
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
3.18KNew |
N/A
|
3.18K
$580K
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.16KNew |
N/A
|
3.16K
$575K
|
|
|
Feb 10, 2022
Q4 2021
|
Roof Eidam & Maycock
|
BUY
|
- |
3.14K+ 2.99% |
N/A
|
108K
$19.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.13KNew |
N/A
|
3.13K
$570K
|
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
3.12K+ 6.98% |
N/A
|
47.8K
$8.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
3.11K+ 4.8% |
N/A
|
68K
$12.4M
|
|
|
Mar 02, 2022
Q4 2021
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3.1K+ 2.05% |
N/A
|
154K
$28M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.08K+ 2.58% |
N/A
|
123K
$22.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.05KNew |
N/A
|
3.05K
$556K
|
|
|
Jan 20, 2022
Q4 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.02KNew |
N/A
|
3.02K
$550K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3K+ 42.8% |
N/A
|
10K
$1.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
3K+ 7.5% |
N/A
|
43.1K
$7.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
2.94K+ 10.81% |
N/A
|
30.2K
$5.5M
|
|
|
Feb 16, 2023
Q4 2021
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.94KNew |
N/A
|
2.94K
$535K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.93K+ 6.81% |
N/A
|
45.9K
$8.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.91KNew |
N/A
|
2.91K
$530K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.9K+ 194.95% |
N/A
|
4.38K
$798K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.86K+ 5.71% |
N/A
|
52.9K
$9.63M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.84K+ 82.64% |
N/A
|
6.27K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.83K+ 7.4% |
N/A
|
41.1K
$7.49M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
2.83KNew |
N/A
|
2.83K
$515K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
2.76KNew |
N/A
|
2.76K
$503K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.76K+ 23.95% |
N/A
|
14.3K
$2.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
2.76KNew |
N/A
|
2.76K
$502K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
2.75K+ 0.53% |
N/A
|
522K
$95.1M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.68KNew |
N/A
|
2.68K
$488K
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.67KNew |
N/A
|
2.67K
$487K
|
|
|
Feb 02, 2022
Q4 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
2.67K+ 4.08% |
N/A
|
68.1K
$12.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.66K+ 8.69% |
N/A
|
33.3K
$6.06M
|
|
|
Feb 22, 2022
Q4 2021
|
Rs Crum Inc.
|
BUY
|
- |
2.66KNew |
N/A
|
2.66K
$484K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.65K+ 2.97% |
N/A
|
91.8K
$16.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
2.65K+ 1.62% |
N/A
|
166K
$30.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.64K+ 3.14% |
N/A
|
86.9K
$15.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
2.64K+ 116.91% |
N/A
|
4.9K
$893K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
2.64KNew |
N/A
|
2.64K
$481K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
2.63K+ 5.98% |
N/A
|
46.6K
$8.49M
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2.61K+ 0.75% |
N/A
|
351K
$63.9M
|