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 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.1% |
$6.81K - $7.46K
|
48.4K
$8.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
47+ 0.58% |
$6.81K - $7.46K
|
8.13K
$1.48M
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
46+ 0.58% |
$6.66K - $7.3K
|
7.92K
$1.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
45+ 0.14% |
$6.52K - $7.14K
|
31.5K
$5.74M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
44+ 0.68% |
$6.37K - $6.98K
|
6.48K
$1.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
44+ 0.17% |
$6.37K - $6.98K
|
25.6K
$4.66M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
44+ 2.06% |
$6.37K - $6.98K
|
2.19K
$398K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
44+ 1.36% |
$6.37K - $6.98K
|
3.29K
$599K
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
40+ 0.57% |
$5.79K - $6.35K
|
7.04K
$1.28M
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
40+ 1.42% |
$5.79K - $6.35K
|
2.86K
$521K
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
40+ 0.53% |
$5.79K - $6.35K
|
7.54K
$1.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
39+ 0.64% |
$5.65K - $6.19K
|
6.1K
$1.11M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
37+ 1.21% |
$5.36K - $5.87K
|
3.09K
$563K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
37+ 2.15% |
$5.36K - $5.87K
|
1.75K
$319K
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
36+ 1.35% |
$5.21K - $5.71K
|
2.7K
$491K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
36+ 0.23% |
$5.21K - $5.71K
|
15.9K
$2.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
35+ 0.37% |
$5.07K - $5.55K
|
9.53K
$1.74M
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
34New |
$4.92K - $5.4K
|
34
$6.19K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
32+ 0.42% |
$4.63K - $5.08K
|
7.69K
$1.4M
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
31+ 0.46% |
$4.49K - $4.92K
|
6.84K
$1.24M
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
30+ 0.26% |
$4.35K - $4.76K
|
11.4K
$2.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
29+ 7.47% |
$4.2K - $4.6K
|
417
$76K
|
|
|
Feb 01, 2023
Q4 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
28+ 1.6% |
$4.06K - $4.44K
|
1.78K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
28+ 0.23% |
$4.06K - $4.44K
|
12.3K
$2.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
27+ 0.22% |
$3.91K - $4.29K
|
12K
$2.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 3.89% |
$3.91K - $4.29K
|
721
$131K
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
26+ 0.49% |
$3.77K - $4.13K
|
5.32K
$969K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
26+ 2.83% |
$3.77K - $4.13K
|
944
$172K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
26+ 0.27% |
$3.77K - $4.13K
|
9.68K
$1.76M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
26+ 0.44% |
$3.77K - $4.13K
|
6K
$1.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
25+ 0.21% |
$3.62K - $3.97K
|
11.7K
$2.13M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
24+ 0.36% |
$3.48K - $3.81K
|
6.73K
$1.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
24+ 1.04% |
$3.48K - $3.81K
|
2.33K
$423K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
24+ 0.26% |
$3.48K - $3.81K
|
9.18K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
24+ 0.31% |
$3.48K - $3.81K
|
7.77K
$1.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
23+ 0.03% |
$3.33K - $3.65K
|
78.2K
$14.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
23+ 0.5% |
$3.33K - $3.65K
|
4.65K
$846K
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.28% |
$3.33K - $3.65K
|
8.16K
$1.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
23+ 0.49% |
$3.33K - $3.65K
|
4.69K
$854K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
23+ 0.48% |
$3.33K - $3.65K
|
4.83K
$879K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
22+ 1.0% |
$3.19K - $3.49K
|
2.23K
$407K
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
21+ 1.01% |
$3.04K - $3.33K
|
2.1K
$382K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
21+ 0.46% |
$3.04K - $3.33K
|
4.62K
$841K
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
21+ 0.59% |
$3.04K - $3.33K
|
3.6K
$656K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
21+ 0.64% |
$3.04K - $3.33K
|
3.3K
$601K
|
|
|
Feb 13, 2023
Q4 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
20+ 0.81% |
$2.9K - $3.17K
|
2.48K
$452K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
19+ 0.42% |
$2.75K - $3.02K
|
4.51K
$821K
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
18+ 0.36% |
$2.61K - $2.86K
|
5K
$910K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
16+ 0.56% |
$2.32K - $2.54K
|
2.89K
$526K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
16+ 0.03% |
$2.32K - $2.54K
|
57.3K
$10.4M
|