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 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-285- 8.54% |
$41.3K - $45.2K
|
3.05K
$556K
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-288- 0.54% |
$41.7K - $45.7K
|
53.1K
$9.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-289- 4.61% |
$41.9K - $45.9K
|
5.98K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-289- 1.4% |
$41.9K - $45.9K
|
20.3K
$3.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-292- 6.5% |
$42.3K - $46.3K
|
4.2K
$765K
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-296- 0.58% |
$42.9K - $47K
|
50.4K
$9.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-298- 1.31% |
$43.2K - $47.3K
|
22.5K
$4.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-298- 0.95% |
$43.2K - $47.3K
|
31.1K
$5.66M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-300- 17.89% |
$43.5K - $47.6K
|
1.38K
$251K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-303- 11.23% |
$43.9K - $48.1K
|
2.4K
$436K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-309- 0.31% |
$44.8K - $49K
|
101K
$18.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-311- 2.16% |
$45K - $49.4K
|
14.1K
$2.57M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-317- 8.97% |
$45.9K - $50.3K
|
3.22K
$586K
|
|
|
Feb 09, 2023
Q4 2022
|
Dempze Nancy E
|
SELL
|
- |
-317- 4.84% |
$45.9K - $50.3K
|
6.23K
$1.13M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-323- 0.59% |
$46.8K - $51.3K
|
54.3K
$9.89M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-324- 1.23% |
$46.9K - $51.4K
|
26K
$4.73M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-326- 5.35% |
$47.2K - $51.7K
|
5.76K
$1.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-330- 19.78% |
$47.8K - $52.4K
|
1.34K
$244K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-330- 3.49% |
$47.8K - $52.4K
|
9.13K
$1.66M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-336- 1.84% |
$48.7K - $53.3K
|
17.9K
$3.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-343- 0.69% |
$49.7K - $54.4K
|
49.6K
$9.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-346- 8.05% |
$50.1K - $54.9K
|
3.95K
$719K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-346- 23.24% |
$50.1K - $54.9K
|
1.14K
$208K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-348- 18.62% |
$50.4K - $55.2K
|
1.52K
$277K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-348- 2.09% |
$50.4K - $55.2K
|
16.3K
$2.97M
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-350- 5.04% |
$50.7K - $55.5K
|
6.59K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-351- 4.46% |
$50.8K - $55.7K
|
7.52K
$1.37M
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-354- 0.93% |
$51.3K - $56.2K
|
37.5K
$6.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-358- 0.96% |
$51.9K - $56.8K
|
36.9K
$6.72M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-359- 3.93% |
$52K - $57K
|
8.77K
$1.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-360- 8.77% |
$52.1K - $57.1K
|
3.75K
$682K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-362- 1.24% |
$52.4K - $57.5K
|
28.8K
$5.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-372- 15.46% |
$53.9K - $59K
|
2.03K
$370K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-373- 1.34% |
$54K - $59.2K
|
27.4K
$4.99M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-377- 1.19% |
$54.6K - $59.8K
|
31.2K
$5.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-378- 1.3% |
$54.7K - $60K
|
28.8K
$5.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-379- 1.11% |
$54.9K - $60.2K
|
33.7K
$6.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-380- 5.99% |
$55K - $60.3K
|
5.96K
$1.09M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-392- 9.66% |
$56.8K - $62.2K
|
3.67K
$668K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-392- 25.77% |
$56.8K - $62.2K
|
1.13K
$206K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-400- 2.04% |
$57.9K - $63.5K
|
19.2K
$3.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-400- 2.53% |
$57.9K - $63.5K
|
15.4K
$2.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-401- 0.7% |
$58.1K - $63.6K
|
57.1K
$10.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-402- 0.66% |
$58.2K - $63.8K
|
61K
$11.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-408- 1.78% |
$59.1K - $64.8K
|
22.5K
$4.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-410- 8.17% |
$59.4K - $65.1K
|
4.61K
$840K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-419- 15.41% |
$60.7K - $66.5K
|
2.3K
$419K
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-427- 3.97% |
$61.8K - $67.8K
|
10.3K
$1.88M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-428- 0.68% |
$62K - $67.9K
|
62.9K
$11.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-444- 22.71% |
$64.3K - $70.5K
|
1.51K
$275K
|