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 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
15+ 0.73% |
$2.17K - $2.38K
|
2.06K
$375K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.09% |
$2.17K - $2.38K
|
16K
$2.91M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
14+ 0.51% |
$2.03K - $2.22K
|
2.75K
$501K
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
13+ 0.59% |
$1.88K - $2.06K
|
2.23K
$406K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
13+ 0.21% |
$1.88K - $2.06K
|
6.07K
$1.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
13+ 0.25% |
$1.88K - $2.06K
|
5.13K
$934K
|
|
|
Jan 10, 2023
Q4 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
12New |
$1.74K - $1.9K
|
12
$2.19K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
12+ 0.06% |
$1.74K - $1.9K
|
19.9K
$3.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
12+ 0.54% |
$1.74K - $1.9K
|
2.22K
$405K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
10+ 0.61% |
$1.45K - $1.59K
|
1.66K
$302K
|
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
10+ 0.6% |
$1.45K - $1.59K
|
1.69K
$307K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
10+ 0.34% |
$1.45K - $1.59K
|
2.92K
$532K
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
9+ 0.46% |
$1.3K - $1.43K
|
1.96K
$356K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
9+ 0.21% |
$1.3K - $1.43K
|
4.22K
$768K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
9+ 0.06% |
$1.3K - $1.43K
|
14.6K
$2.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
9+ 0.4% |
$1.3K - $1.43K
|
2.29K
$416K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
9+ 0.2% |
$1.3K - $1.43K
|
4.44K
$809K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 0.02% |
$1.16K - $1.27K
|
47.3K
$8.61M
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
8+ 0.18% |
$1.16K - $1.27K
|
4.38K
$799K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
8+ 0.36% |
$1.16K - $1.27K
|
2.26K
$411K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
8+ 0.34% |
$1.16K - $1.27K
|
2.34K
$426K
|
|
|
Feb 14, 2023
Q4 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
8+ 0.1% |
$1.16K - $1.27K
|
8.23K
$1.5M
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
BUY
|
- |
8+ 0.35% |
$1.16K - $1.27K
|
2.31K
$420K
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
7+ 0.07% |
$1.01K - $1.11K
|
10.4K
$1.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
7+ 0.04% |
$1.01K - $1.11K
|
16.4K
$2.99M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
7+ 0.34% |
$1.01K - $1.11K
|
2.09K
$381K
|
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
7+ 0.38% |
$1.01K - $1.11K
|
1.85K
$338K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
6+ 0.46% |
$869 - $952
|
1.3K
$237K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6+ 0.06% |
$869 - $952
|
9.59K
$1.75M
|
|
|
Jan 27, 2023
Q4 2022
|
Asset Planning Corporation
|
BUY
|
- |
6+ 0.21% |
$869 - $952
|
2.82K
$514K
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
6+ 0.05% |
$869 - $952
|
11.3K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.05% |
$869 - $952
|
11.6K
$2.11M
|
|
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
6+ 0.09% |
$869 - $952
|
6.67K
$1.21M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6+ 0.08% |
$869 - $952
|
7.99K
$1.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
5+ 0.15% |
$724 - $794
|
3.37K
$614K
|
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
BUY
|
- |
5+ 0.14% |
$724 - $794
|
3.67K
$668K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
4New |
$579 - $635
|
4
$729
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
4+ 0.2% |
$579 - $635
|
1.96K
$358K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
4+ 0.21% |
$579 - $635
|
1.87K
$340K
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
4+ 0.14% |
$579 - $635
|
2.85K
$519K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4+ 0.17% |
$579 - $635
|
2.29K
$417K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.07% |
$579 - $635
|
5.42K
$987K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
4+ 0.06% |
$579 - $635
|
6.32K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
4+ 0.14% |
$579 - $635
|
2.84K
$518K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.69% |
$579 - $635
|
587
$107K
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
3+ 0.08% |
$435 - $476
|
3.96K
$721K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
3+ 0.11% |
$435 - $476
|
2.65K
$483K
|
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3+ 0.13% |
$435 - $476
|
2.26K
$412K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.03% |
$435 - $476
|
9.97K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
3+ 0.29% |
$435 - $476
|
1.04K
$190K
|