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 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
66.9KNew |
$9.69M - $10.6M
|
66.9K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
63.4K+ 11.97% |
$9.18M - $10.1M
|
593K
$108M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
63K+ 6735.29% |
$9.12M - $9.99M
|
63.9K
$11.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
59KNew |
$8.55M - $9.36M
|
59K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
58.8K+ 7.0% |
$8.51M - $9.33M
|
899K
$164M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
53.4K+ 3.22% |
$7.74M - $8.48M
|
1.71M
$312M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
51.6KNew |
$7.48M - $8.2M
|
51.6K
$9.41M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
50.4K+ 135.13% |
$7.3M - $8M
|
87.7K
$16M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
49.3K+ 22.83% |
$7.14M - $7.82M
|
265K
$48.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
49.1KNew |
$7.12M - $7.8M
|
49.1K
$8.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
48.9K+ 20223.14% |
$7.09M - $7.77M
|
49.2K
$8.96M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
46.1KNew |
$6.68M - $7.32M
|
46.1K
$8.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
46.1KNew |
$6.68M - $7.32M
|
46.1K
$8.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
44.4K+ 13.95% |
$6.43M - $7.04M
|
362K
$66M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.2K+ 13.39% |
$6.4M - $7.01M
|
374K
$68.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
44K+ 59.08% |
$6.38M - $6.99M
|
119K
$21.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
41.9K+ 17.82% |
$6.07M - $6.66M
|
277K
$50.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
41.3K+ 80.43% |
$5.98M - $6.56M
|
92.7K
$16.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
40.1KNew |
$5.81M - $6.37M
|
40.1K
$7.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.1K+ 7.36% |
$5.8M - $6.36M
|
585K
$106M
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
39.9KNew |
$5.77M - $6.33M
|
39.9K
$7.26M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
39.2KNew |
$5.68M - $6.22M
|
39.2K
$7.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
38.8KNew |
$5.63M - $6.16M
|
38.8K
$7.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
37.3KNew |
$5.41M - $5.93M
|
37.3K
$6.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
BUY
|
- |
37.3K+ 104.55% |
$5.4M - $5.92M
|
73K
$13.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
36.9K+ 45.24% |
$5.34M - $5.85M
|
118K
$21.6M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36.7K+ 9.86% |
$5.32M - $5.83M
|
409K
$74.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
35.8KNew |
$5.19M - $5.69M
|
35.8K
$6.53M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
35.2K+ 3.76% |
$5.1M - $5.58M
|
970K
$177M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
34.8K+ 2.12% |
$5.04M - $5.52M
|
1.68M
$306M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
34.3K+ 93.63% |
$4.97M - $5.45M
|
71K
$12.9M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
34.3K+ 93.63% |
$4.97M - $5.45M
|
71K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33.1K+ 68.14% |
$4.79M - $5.25M
|
81.7K
$14.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
33K+ 5.72% |
$4.77M - $5.23M
|
609K
$111M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
32.5KNew |
$4.71M - $5.16M
|
32.5K
$5.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
32K+ 61.23% |
$4.63M - $5.07M
|
84.2K
$15.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
30.9K+ 59.77% |
$4.47M - $4.9M
|
82.5K
$15M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
30.9K+ 70.99% |
$4.47M - $4.9M
|
74.4K
$13.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30.8K+ 8.12% |
$4.46M - $4.88M
|
410K
$74.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
30.6KNew |
$4.43M - $4.85M
|
30.6K
$5.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
29.8K+ 6.8% |
$4.31M - $4.73M
|
468K
$85.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
29.5K+ 6.61% |
$4.27M - $4.68M
|
476K
$86.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
28.1K+ 30.56% |
$4.08M - $4.47M
|
120K
$21.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
27.9K+ 0.38% |
$4.04M - $4.43M
|
7.39M
$1.35B
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27.7K+ 12.93% |
$4.02M - $4.4M
|
242K
$44.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27.6K+ 10.62% |
$3.99M - $4.38M
|
287K
$52.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
27.3K+ 217.17% |
$3.96M - $4.33M
|
39.9K
$7.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.8K+ 38.24% |
$3.89M - $4.26M
|
97K
$17.7M
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
26.6KNew |
$3.85M - $4.22M
|
26.6K
$4.85M
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
26.5KNew |
$3.84M - $4.21M
|
26.5K
$4.83M
|