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
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-50- 1.18% |
$7.24K - $7.94K
|
4.18K
$761K
|
|
|
Feb 13, 2023
Q4 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-52- 0.59% |
$7.53K - $8.25K
|
8.71K
$1.59M
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-52- 0.92% |
$7.53K - $8.25K
|
5.63K
$1.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-53- 2.83% |
$7.68K - $8.41K
|
1.82K
$331K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-54- 1.23% |
$7.82K - $8.57K
|
4.35K
$792K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-54- 0.73% |
$7.82K - $8.57K
|
7.38K
$1.34M
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-55- 1.57% |
$7.97K - $8.73K
|
3.45K
$628K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-55- 0.51% |
$7.97K - $8.73K
|
10.7K
$1.96M
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-55- 0.69% |
$7.97K - $8.73K
|
7.9K
$1.44M
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-55- 0.72% |
$7.97K - $8.73K
|
7.61K
$1.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-56- 3.67% |
$8.11K - $8.89K
|
1.47K
$267K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-58- 0.15% |
$8.4K - $9.21K
|
39.2K
$7.14M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-60- 3.88% |
$8.69K - $9.52K
|
1.49K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-60- 21.43% |
$8.69K - $9.52K
|
220
$40.1K
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-61- 3.3% |
$8.84K - $9.68K
|
1.79K
$326K
|
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-64- 3.78% |
$9.27K - $10.2K
|
1.63K
$297K
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-64- 0.27% |
$9.27K - $10.2K
|
23.4K
$4.27M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-64- 1.03% |
$9.27K - $10.2K
|
6.14K
$1.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-65- 0.44% |
$9.41K - $10.3K
|
14.6K
$2.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-65- 1.71% |
$9.41K - $10.3K
|
3.74K
$680K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-66- 4.03% |
$9.56K - $10.5K
|
1.57K
$287K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-67- 9.57% |
$9.7K - $10.6K
|
633
$115K
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-67- 1.87% |
$9.7K - $10.6K
|
3.52K
$641K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-67- 1.57% |
$9.7K - $10.6K
|
4.19K
$764K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-68- 0.03% |
$9.85K - $10.8K
|
215K
$39.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Bay Rivers Group
|
SELL
|
- |
-70- 0.24% |
$10.1K - $11.1K
|
29.6K
$5.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-70- 0.23% |
$10.1K - $11.1K
|
29.8K
$5.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-71- 1.12% |
$10.3K - $11.3K
|
6.28K
$1.14M
|
|
|
Jan 11, 2023
Q4 2022
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-72- 0.85% |
$10.4K - $11.4K
|
8.43K
$1.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-72- 0.64% |
$10.4K - $11.4K
|
11.1K
$2.03M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-72- 0.64% |
$10.4K - $11.4K
|
11.1K
$2.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
SELL
|
- |
-74- 1.79% |
$10.7K - $11.7K
|
4.06K
$740K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-77- 2.86% |
$11.2K - $12.2K
|
2.62K
$477K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-78- 10.89% |
$11.3K - $12.4K
|
638
$116K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-79- 1.54% |
$11.4K - $12.5K
|
5.05K
$921K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-83- 65.87% |
$12K - $13.2K
|
43
$7.83K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-84- 2.8% |
$12.2K - $13.3K
|
2.92K
$531K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-87- 0.93% |
$12.6K - $13.8K
|
9.31K
$1.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-90- 2.23% |
$13K - $14.3K
|
3.94K
$718K
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-90- 5.63% |
$13K - $14.3K
|
1.51K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-90- 0.24% |
$13K - $14.3K
|
37.7K
$6.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-91- 0.48% |
$13.2K - $14.4K
|
18.8K
$3.42M
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-93- 3.64% |
$13.5K - $14.8K
|
2.46K
$448K
|
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
SELL
|
- |
-94- 0.24% |
$13.6K - $14.9K
|
39.3K
$7.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-95- 2.75% |
$13.8K - $15.1K
|
3.36K
$611K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-95- 4.25% |
$13.8K - $15.1K
|
2.14K
$390K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-96- 3.23% |
$13.9K - $15.2K
|
2.88K
$524K
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-96- 3.52% |
$13.9K - $15.2K
|
2.63K
$480K
|
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
SELL
|
- |
-100- 5.88% |
$14.5K - $15.9K
|
1.6K
$291K
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 4.35% |
$14.5K - $15.9K
|
2.2K
$401K
|