Purchases and Sales Made in Q4 2022 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q4 2022. 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, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.49K+ 3.69% |
$215K - $236K
|
41.7K
$7.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.48K+ 126.3% |
$215K - $236K
|
2.66K
$484K
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.47K+ 0.72% |
$213K - $233K
|
206K
$37.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.46KNew |
$211K - $232K
|
1.46K
$266K
|
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1.46KNew |
$211K - $231K
|
1.46K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.45KNew |
$210K - $231K
|
1.45K
$265K
|
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.45KNew |
$210K - $230K
|
1.45K
$264K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
1.45K+ 14.3% |
$210K - $230K
|
11.6K
$2.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
BUY
|
- |
1.45KNew |
$210K - $230K
|
1.45K
$264K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.44K+ 55.06% |
$209K - $229K
|
4.06K
$740K
|
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
1.44KNew |
$209K - $229K
|
1.44K
$262K
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.43KNew |
$207K - $227K
|
1.43K
$261K
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.43KNew |
$207K - $226K
|
1.43K
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.43K+ 4.18% |
$207K - $226K
|
35.6K
$6.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.43KNew |
$206K - $226K
|
1.43K
$260K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.42KNew |
$206K - $226K
|
1.42K
$259K
|
|
|
Jan 10, 2023
Q4 2022
|
Tl Private Wealth
|
BUY
|
- |
1.42KNew |
$206K - $226K
|
1.42K
$259K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.42K+ 45.95% |
$206K - $225K
|
4.51K
$821K
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.41K+ 2.38% |
$205K - $224K
|
60.8K
$11.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.41KNew |
$204K - $223K
|
1.41K
$256K
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.41K+ 14.66% |
$204K - $223K
|
11K
$2M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
1.41K+ 0.87% |
$204K - $223K
|
162K
$29.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.4KNew |
$203K - $223K
|
1.4K
$256K
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.4KNew |
$203K - $223K
|
1.4K
$255K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.39K+ 14.87% |
$202K - $221K
|
10.8K
$1.96M
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.39KNew |
$201K - $221K
|
1.39K
$253K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
1.39K+ 35.15% |
$201K - $221K
|
5.35K
$974K
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.38KNew |
$200K - $219K
|
1.38K
$252K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.37KNew |
$199K - $218K
|
1.37K
$250K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.37KNew |
$198K - $217K
|
1.37K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.36KNew |
$197K - $216K
|
1.36K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.36KNew |
$197K - $216K
|
1.36K
$247K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.36KNew |
$197K - $216K
|
1.36K
$247K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.36KNew |
$196K - $215K
|
1.36K
$247K
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.35KNew |
$195K - $214K
|
1.35K
$246K
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.34KNew |
$195K - $213K
|
1.34K
$245K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.34KNew |
$194K - $213K
|
1.34K
$244K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
1.34KNew |
$194K - $213K
|
1.34K
$244K
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.34KNew |
$193K - $212K
|
1.34K
$243K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.33KNew |
$193K - $211K
|
1.33K
$242K
|
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.33KNew |
$193K - $211K
|
1.33K
$242K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.33K+ 8.99% |
$192K - $211K
|
16.1K
$2.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.32K+ 61.36% |
$192K - $210K
|
3.48K
$634K
|
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.32K+ 8.29% |
$191K - $210K
|
17.3K
$3.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.32KNew |
$191K - $209K
|
1.32K
$240K
|
|
|
Feb 06, 2023
Q4 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
1.31K+ 26.53% |
$189K - $208K
|
6.24K
$1.14M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.3K+ 19.66% |
$188K - $206K
|
7.9K
$1.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.29K+ 1.34% |
$187K - $205K
|
97.7K
$17.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.28K+ 0.4% |
$186K - $203K
|
323K
$58.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.27K+ 6.37% |
$184K - $202K
|
21.2K
$3.86M
|