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 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
|
|
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
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
214+ 1.57% |
$31K - $34K
|
13.8K
$2.51M
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
213New |
$30.9K - $33.8K
|
213
$38.8K
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
212+ 7.76% |
$30.7K - $33.6K
|
2.94K
$536K
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
212+ 0.84% |
$30.7K - $33.6K
|
25.3K
$4.61M
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
208+ 26.0% |
$30.1K - $33K
|
1.01K
$184K
|