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 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-673- 1.36% |
$97.5K - $107K
|
48.7K
$8.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-675- 2.05% |
$97.8K - $107K
|
32.2K
$5.87M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-678- 27.28% |
$98.2K - $108K
|
1.81K
$329K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-683- 2.67% |
$98.9K - $108K
|
24.9K
$4.54M
|
|
|
Feb 01, 2023
Q4 2022
|
First Bancorp, Inc
|
SELL
|
- |
-700- 10.06% |
$101K - $111K
|
6.26K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-701- 2.62% |
$102K - $111K
|
26.1K
$4.75M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-723- 3.24% |
$105K - $115K
|
21.6K
$3.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-734- 1.95% |
$106K - $116K
|
37K
$6.74M
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-746- 1.21% |
$108K - $118K
|
61K
$11.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-748- 20.91% |
$108K - $119K
|
2.83K
$515K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-770- 7.43% |
$112K - $122K
|
9.59K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-773- 12.85% |
$112K - $123K
|
5.24K
$955K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-775- 0.27% |
$112K - $123K
|
290K
$52.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-778- 0.98% |
$113K - $123K
|
78.8K
$14.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-781- 6.74% |
$113K - $124K
|
10.8K
$1.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-783- 0.89% |
$113K - $124K
|
87.4K
$15.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-789- 30.2% |
$114K - $125K
|
1.82K
$332K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-790- 3.42% |
$114K - $125K
|
22.3K
$4.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-793- 3.2% |
$115K - $126K
|
24K
$4.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-803- 1.38% |
$116K - $127K
|
57.5K
$10.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-809- 23.77% |
$117K - $128K
|
2.59K
$472K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-826- 2.52% |
$120K - $131K
|
31.9K
$5.81M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-837- 10.06% |
$121K - $133K
|
7.48K
$1.36M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-837- 3.91% |
$121K - $133K
|
20.6K
$3.75M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-842- 10.13% |
$122K - $134K
|
7.47K
$1.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-845- 5.98% |
$122K - $134K
|
13.3K
$2.42M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-854- 32.0% |
$124K - $136K
|
1.82K
$331K
|
|
|
Feb 06, 2023
Q4 2022
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-860- 3.89% |
$125K - $136K
|
21.2K
$3.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-868- 10.91% |
$126K - $138K
|
7.09K
$1.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-875- 11.6% |
$127K - $139K
|
6.67K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-888- 7.39% |
$129K - $141K
|
11.1K
$2.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-900- 14.04% |
$130K - $143K
|
5.51K
$1M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-901- 1.76% |
$131K - $143K
|
50.4K
$9.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-945- 4.04% |
$137K - $150K
|
22.4K
$4.09M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-950- 5.44% |
$138K - $151K
|
16.5K
$3.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-952- 25.32% |
$138K - $151K
|
2.81K
$511K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-961- 5.4% |
$139K - $153K
|
16.8K
$3.07M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-967- 36.22% |
$140K - $153K
|
1.7K
$310K
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-982- 0.58% |
$142K - $156K
|
169K
$30.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-989- 40.3% |
$143K - $157K
|
1.47K
$267K
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1K- 4.19% |
$145K - $159K
|
22.9K
$4.17M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.01K- 10.74% |
$146K - $160K
|
8.38K
$1.53M
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.01K- 1.9% |
$146K - $160K
|
52.1K
$9.49M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.03K- 11.23% |
$149K - $163K
|
8.12K
$1.48M
|
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-1.03K- 1.0% |
$149K - $163K
|
102K
$18.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
SELL
|
- |
-1.04K- 0.66% |
$150K - $165K
|
156K
$28.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-1.04K- 1.22% |
$151K - $165K
|
84.6K
$15.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.05K- 3.55% |
$152K - $167K
|
28.5K
$5.19M
|
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.06K- 44.41% |
$154K - $169K
|
1.33K
$243K
|
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.07K- 9.69% |
$155K - $170K
|
9.98K
$1.82M
|