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 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13- 0.61% |
$1.88K - $2.06K
|
2.13K
$387K
|
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-13- 0.05% |
$1.88K - $2.06K
|
26.5K
$4.82M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-14- 0.41% |
$2.03K - $2.22K
|
3.42K
$623K
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-14- 11.86% |
$2.03K - $2.22K
|
104
$18.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-14- 1.68% |
$2.03K - $2.22K
|
819
$149K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-14- 0.12% |
$2.03K - $2.22K
|
11.5K
$2.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-14- 0.36% |
$2.03K - $2.22K
|
3.91K
$713K
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
SELL
|
- |
-15- 0.58% |
$2.17K - $2.38K
|
2.59K
$471K
|
|
|
Feb 14, 2023
Q4 2022
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-15- 0.32% |
$2.17K - $2.38K
|
4.71K
$857K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-16- 0.12% |
$2.32K - $2.54K
|
13.6K
$2.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-16- 0.1% |
$2.32K - $2.54K
|
16.8K
$3.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-17- 0.79% |
$2.46K - $2.7K
|
2.14K
$391K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-20- 1.32% |
$2.9K - $3.17K
|
1.5K
$272K
|
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-20- 0.35% |
$2.9K - $3.17K
|
5.64K
$1.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-20- 0.3% |
$2.9K - $3.17K
|
6.63K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-20- 0.17% |
$2.9K - $3.17K
|
12K
$2.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-21- 1.21% |
$3.04K - $3.33K
|
1.71K
$312K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-22- 1.26% |
$3.19K - $3.49K
|
1.72K
$314K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-23- 0.59% |
$3.33K - $3.65K
|
3.87K
$704K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-23- 0.2% |
$3.33K - $3.65K
|
11.5K
$2.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-24- 0.12% |
$3.48K - $3.81K
|
19.3K
$3.52M
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-25- 0.34% |
$3.62K - $3.97K
|
7.35K
$1.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-25- 0.36% |
$3.62K - $3.97K
|
6.97K
$1.27M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-25- 0.55% |
$3.62K - $3.97K
|
4.55K
$828K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-25- 0.13% |
$3.62K - $3.97K
|
19.9K
$3.62M
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-26- 0.37% |
$3.77K - $4.13K
|
6.98K
$1.27M
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-29- 0.54% |
$4.2K - $4.6K
|
5.32K
$969K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-30- 1.06% |
$4.35K - $4.76K
|
2.8K
$511K
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-31- 0.47% |
$4.49K - $4.92K
|
6.62K
$1.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-34- 0.65% |
$4.92K - $5.4K
|
5.21K
$949K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-35- 0.72% |
$5.07K - $5.55K
|
4.81K
$876K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-35- 1.3% |
$5.07K - $5.55K
|
2.66K
$485K
|
|
|
Feb 15, 2023
Q4 2022
|
Bradley Mark J.
|
SELL
|
- |
-35- 1.15% |
$5.07K - $5.55K
|
3.01K
$547K
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-36- 0.21% |
$5.21K - $5.71K
|
17K
$3.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-36- 0.16% |
$5.21K - $5.71K
|
22.3K
$4.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-36- 0.59% |
$5.21K - $5.71K
|
6.06K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-37- 0.27% |
$5.36K - $5.87K
|
13.5K
$2.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-38- 1.01% |
$5.5K - $6.03K
|
3.72K
$678K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-40- 0.76% |
$5.79K - $6.35K
|
5.19K
$945K
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-40- 2.08% |
$5.79K - $6.35K
|
1.88K
$343K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-41- 0.95% |
$5.94K - $6.51K
|
4.26K
$775K
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.42% |
$5.94K - $6.51K
|
9.74K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-43- 0.59% |
$6.23K - $6.82K
|
7.18K
$1.31M
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-44- 2.94% |
$6.37K - $6.98K
|
1.45K
$264K
|
|
|
Feb 08, 2023
Q4 2022
|
Gouws Capital LLC
|
SELL
|
- |
-46- 0.24% |
$6.66K - $7.3K
|
19.4K
$3.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-47- 1.85% |
$6.81K - $7.46K
|
2.49K
$453K
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-48- 0.9% |
$6.95K - $7.62K
|
5.31K
$967K
|
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-48- 0.81% |
$6.95K - $7.62K
|
5.85K
$1.07M
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-50- 0.08% |
$7.24K - $7.94K
|
63.5K
$11.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-50- 0.66% |
$7.24K - $7.94K
|
7.57K
$1.38M
|