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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.27K+ 54.18% |
$184K - $201K
|
3.61K
$658K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.26K+ 15.11% |
$182K - $199K
|
9.56K
$1.74M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.25KNew |
$181K - $198K
|
1.25K
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.24KNew |
$179K - $196K
|
1.24K
$226K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.23KNew |
$179K - $196K
|
1.23K
$225K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
1.23K+ 52.83% |
$178K - $195K
|
3.56K
$649K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.23K+ 6.39% |
$178K - $195K
|
20.5K
$3.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.2K+ 5.6% |
$174K - $190K
|
22.6K
$4.12M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.18K+ 37.31% |
$171K - $187K
|
4.34K
$790K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.16K+ 14.28% |
$167K - $183K
|
9.25K
$1.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.15K+ 70.49% |
$167K - $183K
|
2.79K
$508K
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.15K+ 70.49% |
$167K - $183K
|
2.79K
$508K
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.13K+ 22.84% |
$164K - $180K
|
6.1K
$1.11M
|
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.11K+ 71.82% |
$161K - $176K
|
2.66K
$484K
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.1K+ 4.87% |
$159K - $174K
|
23.6K
$4.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.08K+ 2.42% |
$157K - $172K
|
45.8K
$8.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 6.57% |
$154K - $168K
|
17.2K
$3.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.06KNew |
$153K - $167K
|
1.06K
$192K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.06K+ 3.23% |
$153K - $167K
|
33.7K
$6.14M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
1.05K+ 2.97% |
$153K - $167K
|
36.5K
$6.65M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.04K+ 3.11% |
$151K - $166K
|
34.6K
$6.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.03K+ 7.29% |
$149K - $164K
|
15.2K
$2.76M
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
1.02K+ 20.38% |
$148K - $162K
|
6.03K
$1.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 5.0% |
$147K - $161K
|
21.3K
$3.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.01K+ 69.55% |
$146K - $160K
|
2.45K
$446K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
999New |
$145K - $159K
|
999
$182K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
984+ 7.05% |
$143K - $156K
|
14.9K
$2.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
966+ 4.63% |
$140K - $153K
|
21.9K
$3.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
962+ 5.71% |
$139K - $153K
|
17.8K
$3.24M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
953+ 18.48% |
$138K - $151K
|
6.11K
$1.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
948+ 31.13% |
$137K - $150K
|
3.99K
$727K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
947+ 12.98% |
$137K - $150K
|
8.24K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
928+ 6.86% |
$134K - $147K
|
14.4K
$2.63M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
908+ 31.26% |
$132K - $144K
|
3.81K
$695K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
887+ 1.3% |
$128K - $141K
|
69.4K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
887+ 25.75% |
$128K - $141K
|
4.33K
$789K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
885+ 1.65% |
$128K - $140K
|
54.6K
$9.94M
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
871+ 13.17% |
$126K - $138K
|
7.49K
$1.36M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
870+ 1.81% |
$126K - $138K
|
49K
$8.93M
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
869+ 11.92% |
$126K - $138K
|
8.16K
$1.49M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
860New |
$125K - $136K
|
860
$157K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
857+ 10.53% |
$124K - $136K
|
9K
$1.64M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
856+ 11.22% |
$124K - $136K
|
8.48K
$1.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
854+ 0.85% |
$124K - $136K
|
102K
$18.5M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
841+ 110.8% |
$122K - $133K
|
1.6K
$291K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
839+ 2.85% |
$122K - $133K
|
30.3K
$5.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
832+ 7.08% |
$121K - $132K
|
12.6K
$2.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
824+ 9.45% |
$119K - $131K
|
9.54K
$1.74M
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
799+ 9.42% |
$116K - $127K
|
9.28K
$1.69M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
789+ 4.2% |
$114K - $125K
|
19.6K
$3.57M
|