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 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 2.29% |
$14.5K - $15.9K
|
4.27K
$778K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-100- 0.75% |
$14.5K - $15.9K
|
13.2K
$2.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-101- 3.77% |
$14.6K - $16K
|
2.58K
$469K
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-103- 0.63% |
$14.9K - $16.3K
|
16.1K
$2.94M
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-103- 6.2% |
$14.9K - $16.3K
|
1.56K
$284K
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-105- 0.85% |
$15.2K - $16.7K
|
12.3K
$2.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-107- 0.48% |
$15.5K - $17K
|
22.4K
$4.08M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-108- 4.42% |
$15.6K - $17.1K
|
2.33K
$425K
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-109- 0.62% |
$15.8K - $17.3K
|
17.6K
$3.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-110- 6.18% |
$15.9K - $17.5K
|
1.67K
$304K
|
|
|
Jan 25, 2023
Q4 2022
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-111- 2.41% |
$16.1K - $17.6K
|
4.49K
$817K
|
|
|
Jan 19, 2023
Q4 2022
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-114- 3.28% |
$16.5K - $18.1K
|
3.36K
$613K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-114- 1.53% |
$16.5K - $18.1K
|
7.34K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-117- 0.1% |
$16.9K - $18.6K
|
116K
$21.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-118- 2.14% |
$17.1K - $18.7K
|
5.39K
$983K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-121- 3.12% |
$17.5K - $19.2K
|
3.76K
$684K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-123- 0.09% |
$17.8K - $19.5K
|
132K
$24M
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-125- 3.39% |
$18.1K - $19.8K
|
3.56K
$648K
|
|
|
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-126- 4.03% |
$18.2K - $20K
|
3K
$546K
|
|
|
Feb 01, 2023
Q4 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-127- 7.94% |
$18.4K - $20.2K
|
1.47K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-127- 6.57% |
$18.4K - $20.2K
|
1.81K
$329K
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-128- 0.27% |
$18.5K - $20.3K
|
46.5K
$8.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-128- 4.63% |
$18.5K - $20.3K
|
2.64K
$481K
|
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-128- 0.18% |
$18.5K - $20.3K
|
71.6K
$13M
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-129- 2.7% |
$18.7K - $20.5K
|
4.66K
$848K
|
|
|
Feb 02, 2023
Q4 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-130- 7.01% |
$18.8K - $20.6K
|
1.72K
$314K
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-135- 2.7% |
$19.6K - $21.4K
|
4.87K
$887K
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-135- 3.73% |
$19.6K - $21.4K
|
3.49K
$635K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-137- 0.36% |
$19.8K - $21.7K
|
38.2K
$6.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-143- 0.57% |
$20.7K - $22.7K
|
25.1K
$4.58M
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-144- 8.05% |
$20.9K - $22.9K
|
1.64K
$299K
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-144- 4.24% |
$20.9K - $22.9K
|
3.26K
$593K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-145- 26.03% |
$21K - $23K
|
412
$75K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-146- 0.39% |
$21.1K - $23.2K
|
37.4K
$6.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-146- 6.89% |
$21.1K - $23.2K
|
1.97K
$359K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-150- 0.31% |
$21.7K - $23.8K
|
47.5K
$8.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-153- 1.53% |
$22.2K - $24.3K
|
9.82K
$1.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-156- 9.82% |
$22.6K - $24.8K
|
1.43K
$261K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-156- 11.03% |
$22.6K - $24.8K
|
1.26K
$229K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-157- 4.79% |
$22.7K - $24.9K
|
3.12K
$568K
|
|
|
Jan 23, 2023
Q4 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-158- 2.23% |
$22.9K - $25.1K
|
6.94K
$1.26M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-159- 0.62% |
$23K - $25.2K
|
25.4K
$4.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
SELL
|
- |
-160- 2.13% |
$23.2K - $25.4K
|
7.35K
$1.34M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-160- 1.2% |
$23.2K - $25.4K
|
13.2K
$2.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-161- 0.71% |
$23.3K - $25.6K
|
22.6K
$4.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-164- 0.65% |
$23.8K - $26K
|
25.2K
$4.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-164- 3.96% |
$23.8K - $26K
|
3.98K
$725K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-165- 0.19% |
$23.9K - $26.2K
|
84.6K
$15.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
SELL
|
- |
-166- 10.32% |
$24K - $26.3K
|
1.44K
$263K
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-168- 2.7% |
$24.3K - $26.7K
|
6.05K
$1.1M
|