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 11, 2023
Q4 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
786+ 11.12% |
$114K - $125K
|
7.85K
$1.43M
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
784+ 0.98% |
$114K - $124K
|
81.1K
$14.8M
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
776+ 0.36% |
$112K - $123K
|
213K
$38.9M
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
770+ 13.48% |
$112K - $122K
|
6.48K
$1.18M
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
763+ 0.31% |
$111K - $121K
|
243K
$44.3M
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
754New |
$109K - $120K
|
754
$137K
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
749+ 9.61% |
$108K - $119K
|
8.55K
$1.56M
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
735+ 0.24% |
$106K - $117K
|
302K
$54.9M
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
731+ 6.85% |
$106K - $116K
|
11.4K
$2.08M
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
728+ 31.45% |
$105K - $116K
|
3.04K
$554K
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
726+ 17.76% |
$105K - $115K
|
4.81K
$877K
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
722+ 8.26% |
$105K - $115K
|
9.46K
$1.72M
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
720+ 18.61% |
$104K - $114K
|
4.59K
$836K
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
716+ 7.41% |
$104K - $114K
|
10.4K
$1.89M
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
715+ 10.61% |
$104K - $113K
|
7.45K
$1.36M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
714+ 10.57% |
$103K - $113K
|
7.47K
$1.36M
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
707New |
$102K - $112K
|
707
$129K
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
704+ 35.83% |
$102K - $112K
|
2.67K
$486K
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
701+ 4.24% |
$102K - $111K
|
17.2K
$3.14M
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
693+ 0.87% |
$100K - $110K
|
79.9K
$14.6M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
680+ 0.53% |
$98.5K - $108K
|
128K
$23.3M
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
678+ 3.65% |
$98.2K - $108K
|
19.3K
$3.51M
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
677+ 3.57% |
$98.1K - $107K
|
19.7K
$3.58M
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
671+ 19.01% |
$97.2K - $106K
|
4.2K
$765K
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
668+ 23.87% |
$96.8K - $106K
|
3.47K
$632K
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
665+ 2.45% |
$96.3K - $106K
|
27.8K
$5.06M
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
665+ 2.78% |
$96.3K - $106K
|
24.6K
$4.47M
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
664+ 2.31% |
$96.2K - $105K
|
29.4K
$5.35M
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
657+ 40.81% |
$95.2K - $104K
|
2.27K
$413K
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
655+ 18.26% |
$94.9K - $104K
|
4.24K
$773K
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
655+ 27.28% |
$94.9K - $104K
|
3.06K
$557K
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
629+ 1.07% |
$91.1K - $99.8K
|
59.3K
$10.8M
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
619+ 99.52% |
$89.7K - $98.2K
|
1.24K
$226K
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
615+ 29.29% |
$89.1K - $97.6K
|
2.72K
$495K
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
608+ 11.12% |
$88.1K - $96.5K
|
6.08K
$1.11M
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
600New |
$86.9K - $95.2K
|
600
$109K
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
595+ 5.83% |
$86.2K - $94.4K
|
10.8K
$1.97M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
591+ 1.22% |
$85.6K - $93.8K
|
49K
$8.92M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
587+ 1.58% |
$85K - $93.2K
|
37.8K
$6.89M
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
584+ 3.58% |
$84.6K - $92.7K
|
16.9K
$3.08M
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
579+ 13.16% |
$83.9K - $91.9K
|
4.98K
$907K
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
577+ 19.77% |
$83.6K - $91.6K
|
3.5K
$637K
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
575+ 3.19% |
$83.3K - $91.3K
|
18.6K
$3.39M
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
571+ 6.04% |
$82.7K - $90.6K
|
10K
$1.82M
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
570+ 15.19% |
$82.6K - $90.5K
|
4.32K
$787K
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
557+ 11.65% |
$80.7K - $88.4K
|
5.34K
$973K
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
556+ 5.33% |
$80.5K - $88.2K
|
11K
$2M
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
543+ 1.25% |
$78.6K - $86.2K
|
44K
$8.02M
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
543+ 17.75% |
$78.6K - $86.2K
|
3.6K
$656K
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
BUY
|
- |
536+ 16.3% |
$77.6K - $85.1K
|
3.83K
$697K
|