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 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
527+ 12.52% |
$76.3K - $83.6K
|
4.74K
$862K
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
525+ 3.0% |
$76K - $83.3K
|
18K
$3.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
523+ 2.36% |
$75.8K - $83K
|
22.7K
$4.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
521+ 19.23% |
$75.5K - $82.7K
|
3.23K
$588K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
514New |
$74.4K - $81.6K
|
514
$93.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
512New |
$74.2K - $81.3K
|
512
$93.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Independent Family Office, LLC
|
BUY
|
- |
510+ 2.17% |
$73.9K - $80.9K
|
24K
$4.38M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
509+ 1.59% |
$73.7K - $80.8K
|
32.5K
$5.91M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
507+ 28.28% |
$73.4K - $80.5K
|
2.3K
$419K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
507+ 2.43% |
$73.4K - $80.5K
|
21.4K
$3.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
503+ 1.08% |
$72.9K - $79.8K
|
47.1K
$8.58M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
499+ 2.23% |
$72.3K - $79.2K
|
22.9K
$4.17M
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
490+ 1.87% |
$71K - $77.8K
|
26.8K
$4.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
490+ 3.87% |
$71K - $77.8K
|
13.2K
$2.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
489+ 23.83% |
$70.8K - $77.6K
|
2.54K
$463K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
484+ 4.94% |
$70.1K - $76.8K
|
10.3K
$1.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
BUY
|
- |
482+ 1.36% |
$69.8K - $76.5K
|
35.8K
$6.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
481+ 0.6% |
$69.7K - $76.3K
|
81.2K
$14.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
466+ 14.39% |
$67.5K - $74K
|
3.7K
$675K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
463New |
$67.1K - $73.5K
|
463
$84.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
460+ 1.07% |
$66.6K - $73K
|
43.3K
$7.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
460+ 8.21% |
$66.6K - $73K
|
6.06K
$1.1M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
459New |
$66.5K - $72.8K
|
459
$83.6K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
459New |
$66.5K - $72.8K
|
459
$83.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
452+ 29.16% |
$65.5K - $71.7K
|
2K
$365K
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
448+ 1.68% |
$64.9K - $71.1K
|
27.1K
$4.93M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
436+ 12.57% |
$63.2K - $69.2K
|
3.91K
$711K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
429+ 0.98% |
$62.1K - $68.1K
|
44K
$8.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
429+ 1.99% |
$62.1K - $68.1K
|
22K
$4.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
421+ 1.38% |
$61K - $66.8K
|
31K
$5.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
419+ 0.3% |
$60.7K - $66.5K
|
142K
$25.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
415New |
$60.1K - $65.9K
|
415
$75.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
413+ 2.47% |
$59.8K - $65.5K
|
17.1K
$3.12M
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
BUY
|
- |
407+ 0.55% |
$58.9K - $64.6K
|
74.1K
$13.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
407+ 6.88% |
$58.9K - $64.6K
|
6.32K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
407+ 1.91% |
$58.9K - $64.6K
|
21.7K
$3.96M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
405+ 1.55% |
$58.7K - $64.3K
|
26.5K
$4.82M
|
|
|
Jan 13, 2023
Q4 2022
|
Searcy Financial Services Inc
|
BUY
|
- |
402+ 0.32% |
$58.2K - $63.8K
|
127K
$23.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
390New |
$56.5K - $61.9K
|
390
$71K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
390+ 5.44% |
$56.5K - $61.9K
|
7.55K
$1.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
388+ 12.34% |
$56.2K - $61.6K
|
3.53K
$644K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
387+ 22.45% |
$56.1K - $61.4K
|
2.11K
$385K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
387New |
$56.1K - $61.4K
|
387
$70.5K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
385+ 1.93% |
$55.8K - $61.1K
|
20.4K
$3.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
384+ 3.33% |
$55.6K - $60.9K
|
11.9K
$2.17M
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
BUY
|
- |
383+ 6.59% |
$55.5K - $60.8K
|
6.2K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
383+ 1.98% |
$55.5K - $60.8K
|
19.7K
$3.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
372New |
$53.9K - $59K
|
372
$67.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
369+ 15.72% |
$53.4K - $58.6K
|
2.72K
$495K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
369+ 2.09% |
$53.4K - $58.6K
|
18K
$3.28M
|