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 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-450- 9.29% |
$65.2K - $71.4K
|
4.4K
$801K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-457- 1.21% |
$66.2K - $72.5K
|
37.2K
$6.78M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-458- 4.11% |
$66.3K - $72.7K
|
10.7K
$1.95M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-460- 4.15% |
$66.6K - $73K
|
10.6K
$1.93M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-463- 13.85% |
$67.1K - $73.5K
|
2.88K
$525K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-466- 22.38% |
$67.5K - $74K
|
1.62K
$294K
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-474- 13.62% |
$68.7K - $75.2K
|
3.01K
$548K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-489- 0.47% |
$70.8K - $77.6K
|
105K
$19M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-490- 3.49% |
$71K - $77.8K
|
13.6K
$2.47M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-495- 1.18% |
$71.7K - $78.6K
|
41.3K
$7.52M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-496- 1.05% |
$71.8K - $78.7K
|
47K
$8.56M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-503- 2.24% |
$72.9K - $79.8K
|
22K
$4.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-505- 11.72% |
$73.1K - $80.1K
|
3.8K
$693K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-518- 1.06% |
$75K - $82.2K
|
48.4K
$8.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-527- 2.72% |
$76.3K - $83.6K
|
18.8K
$3.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-529- 4.73% |
$76.6K - $84K
|
10.6K
$1.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-530- 6.88% |
$76.8K - $84.1K
|
7.17K
$1.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Miramar Capital, LLC
|
SELL
|
- |
-530- 4.01% |
$76.8K - $84.1K
|
12.7K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-530- 3.01% |
$76.8K - $84.1K
|
17.1K
$3.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-540- 1.13% |
$78.2K - $85.7K
|
47.3K
$8.61M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-544- 4.24% |
$78.8K - $86.3K
|
12.3K
$2.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-546- 3.19% |
$79.1K - $86.7K
|
16.6K
$3.02M
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-550- 7.93% |
$79.7K - $87.3K
|
6.39K
$1.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-551- 15.56% |
$79.8K - $87.4K
|
2.99K
$545K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-553- 1.59% |
$80.1K - $87.8K
|
34.3K
$6.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-563- 3.39% |
$81.5K - $89.4K
|
16K
$2.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-564- 8.23% |
$81.7K - $89.5K
|
6.29K
$1.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-565- 5.44% |
$81.8K - $89.7K
|
9.82K
$1.79M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-575- 10.33% |
$83.3K - $91.3K
|
4.99K
$909K
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-579- 2.54% |
$83.9K - $91.9K
|
22.3K
$4.05M
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-580- 13.99% |
$84K - $92.1K
|
3.57K
$650K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-581- 5.59% |
$84.2K - $92.2K
|
9.81K
$1.79M
|
|
|
Jan 11, 2023
Q4 2022
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-585- 19.13% |
$84.7K - $92.8K
|
2.47K
$450K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-585- 13.43% |
$84.7K - $92.8K
|
3.77K
$687K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-585- 25.25% |
$84.7K - $92.8K
|
1.73K
$315K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-599- 23.94% |
$86.8K - $95.1K
|
1.9K
$347K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-599- 10.74% |
$86.8K - $95.1K
|
4.98K
$906K
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-600- 12.36% |
$86.9K - $95.2K
|
4.26K
$775K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-600- 34.88% |
$86.9K - $95.2K
|
1.12K
$204K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-610- 1.18% |
$88.4K - $96.8K
|
51.2K
$9.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-611- 2.24% |
$88.5K - $97K
|
26.6K
$4.85M
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-618- 10.52% |
$89.5K - $98.1K
|
5.26K
$957K
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-641- 2.34% |
$92.8K - $102K
|
26.7K
$4.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-646- 29.23% |
$93.6K - $103K
|
1.56K
$285K
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-646- 32.88% |
$93.6K - $103K
|
1.32K
$240K
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-650- 15.88% |
$94.1K - $103K
|
3.44K
$627K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-650- 1.9% |
$94.1K - $103K
|
33.6K
$6.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-655- 9.33% |
$94.9K - $104K
|
6.37K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-663- 26.07% |
$96K - $105K
|
1.88K
$342K
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-673- 18.93% |
$97.5K - $107K
|
2.88K
$525K
|