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
|
Money Concepts Capital Corp
|
BUY
|
- |
1.98K+ 12.44% |
N/A
|
17.9K
$3.25M
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
1.96KNew |
N/A
|
1.96K
$357K
|
|
Feb 08, 2022
Q4 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.96KNew |
N/A
|
1.96K
$357K
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
1.96K+ 18.19% |
N/A
|
12.7K
$2.32M
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
1.95K+ 1.68% |
N/A
|
118K
$21.5M
|
|
Jan 19, 2022
Q4 2021
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.94K+ 4.61% |
N/A
|
44.1K
$8.03M
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.93K+ 14.77% |
N/A
|
15K
$2.72M
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.92KNew |
N/A
|
1.92K
$350K
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
1.92K+ 4.84% |
N/A
|
41.6K
$7.58M
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.91K+ 10.87% |
N/A
|
19.5K
$3.55M
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
1.9KNew |
N/A
|
1.9K
$346K
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.88K+ 4.54% |
N/A
|
43.2K
$7.87M
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.87K+ 14.11% |
N/A
|
15.1K
$2.75M
|
|
Feb 11, 2022
Q4 2021
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1.86KNew |
N/A
|
1.86K
$340K
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.86K+ 2.88% |
N/A
|
66.4K
$12.1M
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.85KNew |
N/A
|
1.85K
$337K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.84K+ 2.47% |
N/A
|
76.2K
$13.9M
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.82K+ 6.2% |
N/A
|
31.2K
$5.69M
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.82K+ 1.67% |
N/A
|
111K
$20.1M
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
BUY
|
- |
1.81K+ 25.38% |
N/A
|
8.94K
$1.63M
|
|
Feb 10, 2022
Q4 2021
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
1.8KNew |
N/A
|
1.8K
$327K
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.79KNew |
N/A
|
1.79K
$327K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 69.75% |
N/A
|
4.35K
$793K
|
|
Jan 28, 2022
Q4 2021
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1.78KNew |
N/A
|
1.78K
$324K
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.77K+ 8.57% |
N/A
|
22.5K
$4.09M
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.75KNew |
N/A
|
1.75K
$319K
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
1.75KNew |
N/A
|
1.75K
$318K
|
|
Apr 14, 2022
Q4 2021
|
Walker Asset Management, LLC
|
BUY
|
- |
1.75KNew |
N/A
|
1.75K
$318K
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
BUY
|
- |
1.74K+ 5.09% |
N/A
|
36K
$6.55M
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.74KNew |
N/A
|
1.74K
$317K
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
1.74K+ 92.45% |
N/A
|
3.62K
$659K
|
|
Oct 23, 2024
Q4 2021
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.74KNew |
N/A
|
1.74K
$316K
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
1.74K+ 1.96% |
N/A
|
90.4K
$16.5M
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.73KNew |
N/A
|
1.73K
$315K
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.73K+ 11.33% |
N/A
|
17K
$3.09M
|
|
Mar 08, 2022
Q4 2021
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
1.72KNew |
N/A
|
1.72K
$314K
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
1.71K+ 2.77% |
N/A
|
63.3K
$11.5M
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.7KNew |
N/A
|
1.7K
$310K
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
1.7K+ 3.25% |
N/A
|
53.9K
$9.82M
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.69K+ 1.08% |
N/A
|
157K
$28.7M
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
1.67K+ 2.18% |
N/A
|
78.1K
$14.2M
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.65K+ 80.6% |
N/A
|
3.71K
$675K
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.65KNew |
N/A
|
1.65K
$301K
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.64K+ 82.91% |
N/A
|
3.61K
$657K
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
1.62KNew |
N/A
|
1.62K
$295K
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.61K+ 12.3% |
N/A
|
14.7K
$2.68M
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$292K
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$292K
|
|
Mar 10, 2022
Q4 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.6K+ 6.7% |
N/A
|
25.4K
$4.63M
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.59KNew |
N/A
|
1.59K
$290K
|