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 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
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
208+ 6.3% |
$30.1K - $33K
|
3.51K
$639K
|
|
|
Nov 14, 2024
Q4 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
208+ 0.56% |
$30.1K - $33K
|
37.2K
$6.78M
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
205+ 13.6% |
$29.7K - $32.5K
|
1.71K
$312K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
204+ 1.1% |
$29.5K - $32.4K
|
18.7K
$3.41M
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
204+ 0.75% |
$29.5K - $32.4K
|
27.3K
$4.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
204+ 1.81% |
$29.5K - $32.4K
|
11.5K
$2.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
201+ 1.57% |
$29.1K - $31.9K
|
13K
$2.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
201New |
$29.1K - $31.9K
|
201
$36.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
199New |
$28.8K - $31.6K
|
199
$36.2K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
199+ 0.76% |
$28.8K - $31.6K
|
26.3K
$4.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
198+ 0.77% |
$28.7K - $31.4K
|
25.9K
$4.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
197+ 0.57% |
$28.5K - $31.3K
|
34.8K
$6.34M
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
197+ 10.05% |
$28.5K - $31.3K
|
2.16K
$393K
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
194+ 1.25% |
$28.1K - $30.8K
|
15.7K
$2.86M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
193+ 7.21% |
$28K - $30.6K
|
2.87K
$523K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
188+ 0.51% |
$27.2K - $29.8K
|
37.1K
$6.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
187+ 0.22% |
$27.1K - $29.7K
|
87.1K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
182New |
$26.4K - $28.9K
|
182
$33.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
181+ 9.94% |
$26.2K - $28.7K
|
2K
$365K
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
BUY
|
- |
180+ 1.9% |
$26.1K - $28.6K
|
9.67K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
167+ 35.84% |
$24.2K - $26.5K
|
633
$115K
|
|
|
Feb 17, 2023
Q4 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
163+ 13.7% |
$23.6K - $25.9K
|
1.35K
$246K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
162+ 2.93% |
$23.5K - $25.7K
|
5.69K
$1.04M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
162New |
$23.5K - $25.7K
|
162
$29.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
161+ 0.27% |
$23.3K - $25.6K
|
58.9K
$10.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
156+ 0.41% |
$22.6K - $24.8K
|
38.1K
$6.94M
|
|
|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
155+ 4.25% |
$22.5K - $24.6K
|
3.8K
$693K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
155+ 7.96% |
$22.5K - $24.6K
|
2.1K
$383K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
153+ 3.49% |
$22.2K - $24.3K
|
4.54K
$827K
|
|
|
Jan 20, 2023
Q4 2022
|
Gpwm LLC
|
BUY
|
- |
152New |
$22K - $24.1K
|
152
$27.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
150+ 1.11% |
$21.7K - $23.8K
|
13.7K
$2.49M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
149+ 2.23% |
$21.6K - $23.6K
|
6.84K
$1.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
148+ 4.52% |
$21.4K - $23.5K
|
3.43K
$624K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
144+ 7.84% |
$20.9K - $22.9K
|
1.98K
$361K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
142+ 1.89% |
$20.6K - $22.5K
|
7.67K
$1.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
142+ 6.53% |
$20.6K - $22.5K
|
2.32K
$422K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
139+ 1.72% |
$20.1K - $22.1K
|
8.2K
$1.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
138+ 0.76% |
$20K - $21.9K
|
18.2K
$3.32M
|
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
136+ 0.6% |
$19.7K - $21.6K
|
22.9K
$4.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
133New |
$19.3K - $21.1K
|
133
$24.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
132+ 0.46% |
$19.1K - $20.9K
|
28.8K
$5.24M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
131+ 2.17% |
$19K - $20.8K
|
6.17K
$1.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
129+ 1.84% |
$18.7K - $20.5K
|
7.14K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
128+ 2.28% |
$18.5K - $20.3K
|
5.74K
$1.05M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
124+ 0.27% |
$18K - $19.7K
|
46.6K
$8.48M
|