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 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
               | |
| 
                  Jan 25, 2023
                  Q4 2022
                 | 
      Walkner Condon Financial Advisors LLC
      
   | BUY | - | 364+ 3.63% |                   
                  $52.7K - $57.8K
                 |                   
                10.4K
                $1.89M
               | |
| 
                  Feb 01, 2023
                  Q4 2022
                 | 
      Blue Chip Partners, Inc.
      
   | BUY | - | 364+ 2.78% |                   
                  $52.7K - $57.8K
                 |                   
                13.5K
                $2.45M
               | |
| 
                  Feb 10, 2023
                  Q4 2022
                 | 
      Core Cap Advisors, LLC
       Southfield, MI | BUY | - | 364+ 6.57% |                   
                  $52.7K - $57.8K
                 |                   
                5.91K
                $1.08M
               | |
| 
                  Feb 13, 2023
                  Q4 2022
                 | 
      Schechter Investment Advisors, LLC
       Birmingham, MI | BUY | - | 361+ 6.12% |                   
                  $52.3K - $57.3K
                 |                   
                6.26K
                $1.14M
               | |
| 
                  Jan 30, 2023
                  Q4 2022
                 | 
      Burleson & Company, LLC
      
   | BUY | - | 355+ 147.3% |                   
                  $51.4K - $56.3K
                 |                   
                596
                $109K
               | |
| 
                  Jan 05, 2023
                  Q4 2022
                 | 
      West Oak Capital, LLC
      
   | BUY | - | 350+ 15.38% |                   
                  $50.7K - $55.5K
                 |                   
                2.63K
                $478K
               | |
| 
                  Jan 27, 2023
                  Q4 2022
                 | 
      Jeppson Wealth Management, LLC
      
   | BUY | - | 346+ 17.06% |                   
                  $50.1K - $54.9K
                 |                   
                2.37K
                $432K
               | |
| 
                  Feb 14, 2023
                  Q4 2022
                 | 
      Advanced Asset Management Advisors Inc
       Dublin, OH | BUY | - | 346New |                   
                  $50.1K - $54.9K
                 |                   
                346
                $63K
               | |
| 
                  Jan 25, 2023
                  Q4 2022
                 | 
      Thrive Wealth Management, LLC
      
   | BUY | - | 340+ 11.75% |                   
                  $49.2K - $54K
                 |                   
                3.23K
                $589K
               | |
| 
                  Jan 18, 2023
                  Q4 2022
                 | 
      Hbc Financial Services, Pllc
      
   | BUY | - | 339+ 3.22% |                   
                  $49.1K - $53.8K
                 |                   
                10.9K
                $1.98M
               | |
| 
                  Aug 13, 2025
                  Q4 2022
                 | 
      Stone X Group Inc.
      
   | BUY | - | 337+ 1.1% |                   
                  $48.8K - $53.5K
                 |                   
                31.1K
                $5.66M
               | |
| 
                  Feb 03, 2023
                  Q4 2022
                 | 
      Larson Financial Group LLC
      
   | BUY | - | 333+ 29.34% |                   
                  $48.2K - $52.9K
                 |                   
                1.47K
                $267K
               | |
| 
                  Jan 27, 2023
                  Q4 2022
                 | 
      Pfg Advisors
      
   | BUY | - | 329+ 0.27% |                   
                  $47.7K - $52.2K
                 |                   
                122K
                $22.3M
               | |
| 
                  Jan 17, 2023
                  Q4 2022
                 | 
      Romano Brothers And Company
       Evanston, IL | BUY | - | 328+ 0.51% |                   
                  $47.5K - $52.1K
                 |                   
                64.8K
                $11.8M
               | |
| 
                  Feb 22, 2023
                  Q4 2022
                 | 
      Ims Capital Management
      
   | BUY | - | 326+ 3.95% |                   
                  $47.2K - $51.7K
                 |                   
                8.59K
                $1.56M
               | |
| 
                  Feb 13, 2023
                  Q4 2022
                 | 
      Neuberger Berman Group LLC
       New York, NY | BUY | - | 319+ 6.05% |                   
                  $46.2K - $50.6K
                 |                   
                5.59K
                $1.02M
               | |
| 
                  Feb 03, 2023
                  Q4 2022
                 | 
      Klingman & Associates, LLC
      
   | BUY | - | 315+ 5.89% |                   
                  $45.6K - $50K
                 |                   
                5.66K
                $1.03M
               | |
| 
                  Jan 19, 2023
                  Q4 2022
                 | 
      Amplius Wealth Advisors, LLC
      
   | BUY | - | 312+ 0.83% |                   
                  $45.2K - $49.5K
                 |                   
                38.1K
                $6.94M
               | |
| 
                  Jan 27, 2023
                  Q4 2022
                 | 
      Badgley Phelps Wealth Managers, LLC
      
   | BUY | - | 290+ 11.13% |                   
                  $42K - $46K
                 |                   
                2.9K
                $528K
               | |
| 
                  Feb 16, 2023
                  Q4 2022
                 | 
      Ascent Group, LLC
      
   | BUY | - | 277+ 11.5% |                   
                  $40.1K - $44K
                 |                   
                2.69K
                $489K
               | |
| 
                  Jan 20, 2023
                  Q4 2022
                 | 
      Maripau Wealth Management LLC
       Fort Wayne, IN | BUY | - | 274+ 13.48% |                   
                  $39.7K - $43.5K
                 |                   
                2.31K
                $420K
               | |
| 
                  Feb 14, 2023
                  Q4 2022
                 | 
      Shepherd Financial Partners LLC
       Winchester, MA | BUY | - | 272+ 14.91% |                   
                  $39.4K - $43.2K
                 |                   
                2.1K
                $382K
               | |
| 
                  Jan 31, 2023
                  Q4 2022
                 | 
      Dt Investment Partners, LLC
      
   | BUY | - | 270New |                   
                  $39.1K - $42.9K
                 |                   
                270
                $49.2K
               | |
| 
                  Jan 26, 2023
                  Q4 2022
                 | 
      American Financial Advisors, LLC
      
   | BUY | - | 269+ 0.11% |                   
                  $39K - $42.7K
                 |                   
                250K
                $45.6M
               | |
| 
                  Feb 02, 2023
                  Q4 2022
                 | 
      Pettyjohn, Wood & White, Inc
       Lynchburg, VA | BUY | - | 267+ 0.38% |                   
                  $38.7K - $42.4K
                 |                   
                71.1K
                $13M
               | |
| 
                  Feb 03, 2023
                  Q4 2022
                 | 
      Western Pacific Wealth Management, LP
      
   | BUY | - | 265+ 0.92% |                   
                  $38.4K - $42.1K
                 |                   
                29K
                $5.27M
               | |
| 
                  Jan 25, 2023
                  Q4 2022
                 | 
      Bluesphere Advisors, LLC
       East Norriton, PA | BUY | - | 259+ 3.32% |                   
                  $37.5K - $41.1K
                 |                   
                8.06K
                $1.47M
               | |
| 
                  Jan 09, 2023
                  Q4 2022
                 | 
      Wedmont Private Capital
      
   | BUY | - | 254+ 5.27% |                   
                  $36.8K - $40.3K
                 |                   
                5.07K
                $924K
               | |
| 
                  Feb 14, 2023
                  Q4 2022
                 | 
      Cornerstone Planning Group LLC
       Fairfield, NJ | BUY | - | 252New |                   
                  $36.5K - $40K
                 |                   
                252
                $45.9K
               | |
| 
                  Feb 01, 2023
                  Q4 2022
                 | 
      Tfg Advisers LLC
      
   | BUY | - | 250+ 2.66% |                   
                  $36.2K - $39.7K
                 |                   
                9.65K
                $1.76M
               | |
| 
                  Feb 10, 2023
                  Q4 2022
                 | 
      Caldwell Sutter Capital, Inc.
       Sausalito, CA | BUY | - | 250New |                   
                  $36.2K - $39.7K
                 |                   
                250
                $45.5K
               | |
| 
                  Feb 14, 2023
                  Q4 2022
                 | 
      Colonial Trust CO / Sc
       Spartanburg, SC | BUY | - | 248New |                   
                  $35.9K - $39.4K
                 |                   
                248
                $45.2K
               | |
| 
                  Feb 14, 2023
                  Q4 2022
                 | 
      Main Management LLC
       San Francisco, CA | BUY | - | 244+ 93.49% |                   
                  $35.3K - $38.7K
                 |                   
                505
                $92K
               | |
| 
                  Feb 15, 2023
                  Q4 2022
                 | 
      Apollon Wealth Management, LLC
       Mount Pleasant, SC | BUY | - | 242+ 3.19% |                   
                  $35.1K - $38.4K
                 |                   
                7.82K
                $1.42M
               | |
| 
                  Oct 04, 2023
                  Q4 2022
                 | 
      Financial Advisory Partners, LLC
       Winter Park, FL | BUY | - | 241+ 0.79% |                   
                  $34.9K - $38.2K
                 |                   
                30.7K
                $5.6M
               | |
| 
                  Jan 24, 2023
                  Q4 2022
                 | 
      Aevitas Wealth Management, Inc.
      
   | BUY | - | 240+ 1.58% |                   
                  $34.8K - $38.1K
                 |                   
                15.4K
                $2.81M
               | |
| 
                  Feb 10, 2023
                  Q4 2022
                 | 
      O'Shaughnessy Asset Management, LLC
       Stamford, CT | BUY | - | 240+ 0.56% |                   
                  $34.8K - $38.1K
                 |                   
                43.4K
                $7.91M
               | |
| 
                  Feb 14, 2023
                  Q4 2022
                 | 
      Silicon Valley Capital Partners
      
   | BUY | - | 238New |                   
                  $34.5K - $37.8K
                 |                   
                238
                $43.4K
               | |
| 
                  Feb 13, 2023
                  Q4 2022
                 | 
      Headinvest, LLC
       Portland, ME | BUY | - | 235+ 0.75% |                   
                  $34K - $37.3K
                 |                   
                31.6K
                $5.75M
               | |
| 
                  Feb 01, 2023
                  Q4 2022
                 | 
      Windsor Group LTD
      
   | BUY | - | 234+ 4.25% |                   
                  $33.9K - $37.1K
                 |                   
                5.73K
                $1.04M
               | |
| 
                  Feb 01, 2023
                  Q4 2022
                 | 
      Endurance Wealth Management, Inc.
      
   | BUY | - | 230New |                   
                  $33.3K - $36.5K
                 |                   
                230
                $41.9K
               | |
| 
                  Jan 25, 2023
                  Q4 2022
                 | 
      Mycio Wealth Partners, LLC
      
   | BUY | - | 229+ 0.47% |                   
                  $33.2K - $36.3K
                 |                   
                49K
                $8.92M
               | |
| 
                  Jan 17, 2023
                  Q4 2022
                 | 
      Capital Market Strategies LLC
      
   | BUY | - | 224+ 6.2% |                   
                  $32.4K - $35.6K
                 |                   
                3.84K
                $699K
               | |
| 
                  Jan 30, 2023
                  Q4 2022
                 | 
      Comprehensive Financial Consultants Institutional, Inc.
       Bloomington, IN | BUY | - | 221+ 2.16% |                   
                  $32K - $35.1K
                 |                   
                10.5K
                $1.9M
               | |
| 
                  Feb 01, 2023
                  Q4 2022
                 | 
      Private Ocean, LLC
      
   | BUY | - | 218+ 21.95% |                   
                  $31.6K - $34.6K
                 |                   
                1.21K
                $221K
               | |
| 
                  Feb 14, 2023
                  Q4 2022
                 | 
      Lido Advisors, LLC
       Los Angeles, CA | BUY | - | 215+ 1.22% |                   
                  $31.1K - $34.1K
                 |                   
                17.9K
                $3.26M
               |