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 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.6K+ 2.45% |
N/A
|
109K
$19.8M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.59KNew |
N/A
|
2.59K
$472K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.57K+ 15.2% |
N/A
|
19.5K
$3.55M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.57K+ 5.48% |
N/A
|
49.4K
$8.99M
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
BUY
|
- |
2.56KNew |
N/A
|
2.56K
$466K
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.53K+ 12.46% |
N/A
|
22.8K
$4.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
2.51K+ 55.16% |
N/A
|
7.06K
$1.29M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2.51K+ 6.5% |
N/A
|
41K
$7.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.5K+ 326.27% |
N/A
|
3.26K
$594K
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.5K+ 1.72% |
N/A
|
148K
$26.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Human Investing LLC
|
BUY
|
- |
2.48K+ 5.56% |
N/A
|
47.2K
$8.59M
|
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
2.48KNew |
N/A
|
2.48K
$452K
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.48K+ 30.95% |
N/A
|
10.5K
$1.91M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.46K+ 10.55% |
N/A
|
25.8K
$4.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.46K+ 11.61% |
N/A
|
23.6K
$4.31M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
2.46K+ 0.48% |
N/A
|
510K
$92.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
2.43K+ 2.1% |
N/A
|
118K
$21.5M
|
|
|
Mar 09, 2022
Q4 2021
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2.4KNew |
N/A
|
2.4K
$438K
|
|
|
Feb 10, 2022
Q4 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.4K+ 42.11% |
N/A
|
8.1K
$1.48M
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.36K+ 5.36% |
N/A
|
46.4K
$8.45M
|
|
|
Jun 01, 2022
Q4 2021
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
2.33KNew |
N/A
|
2.33K
$425K
|
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.29K+ 24.16% |
N/A
|
11.8K
$2.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.28K+ 4.44% |
N/A
|
53.6K
$9.77M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
2.28K+ 2.62% |
N/A
|
89.3K
$16.3M
|
|
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
2.28K+ 6.62% |
N/A
|
36.7K
$6.68M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.27KNew |
N/A
|
2.27K
$414K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.27K+ 1.0% |
N/A
|
230K
$41.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.26K+ 1.08% |
N/A
|
212K
$38.6M
|
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
BUY
|
- |
2.24KNew |
N/A
|
2.24K
$407K
|
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
2.23KNew |
N/A
|
2.23K
$405K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.22K+ 1.52% |
N/A
|
148K
$27M
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
2.19KNew |
N/A
|
2.19K
$398K
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.16K+ 3.2% |
N/A
|
69.5K
$12.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.16K+ 5.77% |
N/A
|
39.5K
$7.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.16KNew |
N/A
|
2.16K
$393K
|
|
|
Feb 02, 2022
Q4 2021
|
Anson Capital, Inc.
|
BUY
|
- |
2.14KNew |
N/A
|
2.14K
$390K
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.14KNew |
N/A
|
2.14K
$390K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
2.12K+ 2.81% |
N/A
|
77.6K
$14.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
2.12K+ 16.18% |
N/A
|
15.2K
$2.77M
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.11KNew |
N/A
|
2.11K
$385K
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.08KNew |
N/A
|
2.08K
$379K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
2.07K+ 7.02% |
N/A
|
31.6K
$5.76M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.07KNew |
N/A
|
2.07K
$377K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.06K+ 67.1% |
N/A
|
5.13K
$934K
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.03KNew |
N/A
|
2.03K
$370K
|
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
BUY
|
- |
2.03K+ 6.38% |
N/A
|
33.8K
$6.16M
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
2.02K+ 82.5% |
N/A
|
4.48K
$815K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.02K+ 14.5% |
N/A
|
15.9K
$2.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2K+ 14.99% |
N/A
|
15.3K
$2.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2KNew |
N/A
|
2K
$363K
|