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
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-174- 0.87% |
$25.2K - $27.6K
|
19.8K
$3.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-176- 13.33% |
$25.5K - $27.9K
|
1.14K
$208K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-179- 1.42% |
$25.9K - $28.4K
|
12.4K
$2.26M
|
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-180- 2.06% |
$26.1K - $28.6K
|
8.58K
$1.56M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-180- 4.45% |
$26.1K - $28.6K
|
3.86K
$703K
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-184- 0.45% |
$26.7K - $29.2K
|
41.1K
$7.48M
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-184- 1.26% |
$26.7K - $29.2K
|
14.5K
$2.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-186- 2.68% |
$26.9K - $29.5K
|
6.75K
$1.23M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-187- 6.43% |
$27.1K - $29.7K
|
2.72K
$496K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-193- 1.54% |
$28K - $30.6K
|
12.3K
$2.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-194- 0.19% |
$28.1K - $30.8K
|
102K
$18.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-194- 4.12% |
$28.1K - $30.8K
|
4.52K
$823K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-195- 2.17% |
$28.2K - $30.9K
|
8.78K
$1.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-201- 4.74% |
$29.1K - $31.9K
|
4.04K
$735K
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-201- 1.03% |
$29.1K - $31.9K
|
19.4K
$3.53M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-205- 10.73% |
$29.7K - $32.5K
|
1.71K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-206- 6.3% |
$29.8K - $32.7K
|
3.07K
$558K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-206- 1.97% |
$29.8K - $32.7K
|
10.2K
$1.86M
|
|
|
Jan 18, 2023
Q4 2022
|
Bennett Selby Investments LP
|
SELL
|
- |
-208- 10.35% |
$30.1K - $33K
|
1.8K
$328K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-209- 1.91% |
$30.3K - $33.2K
|
10.7K
$1.96M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-209- 1.04% |
$30.3K - $33.2K
|
20K
$3.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-209- 0.71% |
$30.3K - $33.2K
|
29.3K
$5.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-214- 3.38% |
$31K - $34K
|
6.11K
$1.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-218- 0.09% |
$31.6K - $34.6K
|
241K
$43.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-220- 3.09% |
$31.9K - $34.9K
|
6.89K
$1.26M
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-221- 0.45% |
$32K - $35.1K
|
49.3K
$8.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-221- 0.96% |
$32K - $35.1K
|
22.8K
$4.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-224- 2.53% |
$32.4K - $35.6K
|
8.62K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-225- 2.39% |
$32.6K - $35.7K
|
9.2K
$1.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-225- 13.57% |
$32.6K - $35.7K
|
1.43K
$261K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-225- 5.06% |
$32.6K - $35.7K
|
4.22K
$768K
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-233- 6.03% |
$33.7K - $37K
|
3.63K
$661K
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-234- 4.26% |
$33.9K - $37.1K
|
5.26K
$958K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-236- 0.84% |
$34.2K - $37.5K
|
27.7K
$5.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-239- 2.58% |
$34.6K - $37.9K
|
9.02K
$1.64M
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-240- 3.72% |
$34.8K - $38.1K
|
6.21K
$1.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-240- 4.8% |
$34.8K - $38.1K
|
4.77K
$868K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-243- 3.28% |
$35.2K - $38.6K
|
7.17K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-244- 1.7% |
$35.3K - $38.7K
|
14.1K
$2.57M
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-245- 0.32% |
$35.5K - $38.9K
|
77.4K
$14.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-250- 0.69% |
$36.2K - $39.7K
|
36.1K
$6.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-253- 1.89% |
$36.6K - $40.2K
|
13.2K
$2.4M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-261- 2.96% |
$37.8K - $41.4K
|
8.54K
$1.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-264- 14.84% |
$38.2K - $41.9K
|
1.52K
$276K
|
|
|
Jan 12, 2023
Q4 2022
|
Avity Investment Management Inc.
|
SELL
|
- |
-265- 4.23% |
$38.4K - $42.1K
|
6K
$1.09M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-267- 0.68% |
$38.7K - $42.4K
|
39.3K
$7.15M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-268- 3.98% |
$38.8K - $42.5K
|
6.46K
$1.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-278- 2.57% |
$40.3K - $44.1K
|
10.5K
$1.92M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-282- 4.19% |
$40.8K - $44.8K
|
6.44K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-283- 5.45% |
$41K - $44.9K
|
4.91K
$895K
|