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 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.09K- 15.38% |
$158K - $173K
|
6K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.11K- 21.57% |
$161K - $176K
|
4.04K
$735K
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.12K- 4.01% |
$163K - $178K
|
26.9K
$4.9M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.12K- 1.52% |
$163K - $178K
|
73K
$13.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.13K- 14.15% |
$163K - $179K
|
6.84K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.14K- 3.1% |
$165K - $181K
|
35.6K
$6.48M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 40.86% |
$165K - $181K
|
1.65K
$301K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.16K- 0.78% |
$168K - $184K
|
147K
$26.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.17K- 45.04% |
$170K - $186K
|
1.43K
$260K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.18K- 2.11% |
$170K - $187K
|
54.7K
$9.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-1.18K- 9.34% |
$171K - $188K
|
11.5K
$2.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.2K- 11.48% |
$174K - $190K
|
9.26K
$1.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.22K- 8.4% |
$177K - $194K
|
13.3K
$2.43M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.23K- 5.26% |
$178K - $195K
|
22.1K
$4.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.23K- 13.43% |
$179K - $196K
|
7.95K
$1.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.25K- 2.26% |
$181K - $199K
|
54.3K
$9.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1.26K- 36.5% |
$182K - $199K
|
2.19K
$398K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.26K- 40.55% |
$183K - $201K
|
1.85K
$338K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.28K- 0.29% |
$185K - $203K
|
432K
$78.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.28K- 4.19% |
$185K - $203K
|
29.2K
$5.32M
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.28K- 50.2% |
$185K - $203K
|
1.27K
$231K
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.29K- 15.18% |
$187K - $205K
|
7.21K
$1.31M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.31K- 16.79% |
$189K - $207K
|
6.48K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.4K- 7.82% |
$203K - $222K
|
16.5K
$3.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.43K- 27.5% |
$207K - $227K
|
3.77K
$686K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.45K- 90.29% |
$210K - $230K
|
156
$28.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.46K- 9.78% |
$211K - $232K
|
13.5K
$2.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.47K- 3.32% |
$212K - $233K
|
42.7K
$7.78M
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.47K- 14.91% |
$213K - $233K
|
8.39K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 4.75% |
$215K - $236K
|
29.8K
$5.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.53K- 15.14% |
$221K - $242K
|
8.55K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.58K- 14.73% |
$229K - $250K
|
9.13K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.58K- 4.08% |
$229K - $251K
|
37.2K
$6.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.59K- 18.79% |
$231K - $253K
|
6.89K
$1.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.6K- 25.59% |
$232K - $255K
|
4.66K
$850K
|
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.61K- 1.77% |
$233K - $255K
|
89.4K
$16.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.61K- 11.76% |
$233K - $256K
|
12.1K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.63K- 1.45% |
$237K - $259K
|
111K
$20.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.64K- 3.43% |
$237K - $259K
|
46.1K
$8.39M
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-1.64K- 3.85% |
$237K - $260K
|
40.9K
$7.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.65K- 1.53% |
$239K - $262K
|
106K
$19.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.67K- 49.5% |
$242K - $265K
|
1.71K
$311K
|
|
|
Feb 02, 2023
Q4 2022
|
Evergreen Advisors, LLC
|
SELL
|
- |
-1.7K- 21.98% |
$246K - $270K
|
6.04K
$1.1M
|
|
|
Apr 25, 2024
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.71K- 15.3% |
$247K - $271K
|
9.46K
$1.72M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.73K- 8.4% |
$251K - $275K
|
18.9K
$3.44M
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.73K- 11.88% |
$251K - $275K
|
12.9K
$2.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.73K- 8.2% |
$251K - $275K
|
19.4K
$3.54M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.74K- 43.13% |
$251K - $275K
|
2.29K
$417K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.74K- 14.89% |
$252K - $276K
|
9.93K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-1.74K- 3.69% |
$252K - $276K
|
45.4K
$8.27M
|