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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.74K- 22.85% |
$252K - $277K
|
5.89K
$1.07M
|
|
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.75K- 23.43% |
$253K - $277K
|
5.71K
$1.04M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-1.75K- 2.3% |
$254K - $278K
|
74.3K
$13.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.77K- 1.35% |
$256K - $280K
|
129K
$23.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.77K- 15.59% |
$257K - $282K
|
9.61K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.79K- 3.41% |
$259K - $283K
|
50.5K
$9.21M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.79K- 26.86% |
$259K - $284K
|
4.87K
$887K
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.79K- 54.99% |
$259K - $284K
|
1.47K
$267K
|
|
|
May 09, 2023
Q4 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-1.8K- 5.97% |
$260K - $285K
|
28.3K
$5.16M
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.89K- 3.17% |
$274K - $300K
|
57.7K
$10.5M
|
|
|
Oct 25, 2024
Q4 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-1.94K- 21.42% |
$281K - $308K
|
7.12K
$1.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
SELL
|
- |
-1.96K- 36.57% |
$283K - $310K
|
3.39K
$618K
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.98K- 16.14% |
$286K - $314K
|
10.3K
$1.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.98K- 2.41% |
$287K - $315K
|
80.2K
$14.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.01K- 15.11% |
$291K - $319K
|
11.3K
$2.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.03K- 4.15% |
$293K - $321K
|
46.7K
$8.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-2.06K- 20.28% |
$298K - $326K
|
8.08K
$1.47M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.06K- 2.99% |
$298K - $327K
|
66.8K
$12.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2.09K- 9.68% |
$302K - $331K
|
19.5K
$3.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.09K- 12.47% |
$303K - $332K
|
14.7K
$2.67M
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-2.1K- 0.88% |
$304K - $333K
|
237K
$43.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-2.13K- 15.57% |
$309K - $339K
|
11.6K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-2.15K- 29.02% |
$311K - $341K
|
5.26K
$957K
|
|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-2.18K- 6.27% |
$316K - $346K
|
32.6K
$5.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-2.18K- 10.18% |
$316K - $346K
|
19.3K
$3.51M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.21K- 7.79% |
$319K - $350K
|
26.1K
$4.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-2.22K- 36.08% |
$321K - $352K
|
3.93K
$715K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.24K- 8.07% |
$324K - $356K
|
25.5K
$4.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-2.24K- 12.4% |
$325K - $356K
|
15.8K
$2.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.27K- 36.97% |
$328K - $360K
|
3.87K
$704K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.27K- 20.26% |
$329K - $360K
|
8.93K
$1.63M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.31K- 13.16% |
$334K - $366K
|
15.2K
$2.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
SELL
|
- |
-2.32K- 5.87% |
$336K - $369K
|
37.3K
$6.79M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-2.33K- 4.59% |
$337K - $369K
|
48.4K
$8.81M
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-2.35K- 14.37% |
$340K - $372K
|
14K
$2.55M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.36K- 8.14% |
$342K - $374K
|
26.6K
$4.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Lewis Capital Management, LLC
|
SELL
|
- |
-2.44K- 10.72% |
$353K - $386K
|
20.3K
$3.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
SELL
|
- |
-2.49K- 41.82% |
$361K - $396K
|
3.47K
$632K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.54K- 16.46% |
$368K - $404K
|
12.9K
$2.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.61K- 7.61% |
$379K - $415K
|
31.7K
$5.78M
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-2.62K- 7.67% |
$379K - $416K
|
31.5K
$5.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.63K- 14.87% |
$380K - $417K
|
15K
$2.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.68K- 17.91% |
$388K - $425K
|
12.3K
$2.24M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-2.69K- 57.91% |
$390K - $427K
|
1.96K
$356K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.77K- 4.59% |
$401K - $439K
|
57.4K
$10.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.77K- 32.08% |
$401K - $440K
|
5.87K
$1.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.78K- 4.87% |
$403K - $441K
|
54.3K
$9.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.79K- 2.58% |
$404K - $442K
|
105K
$19.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.86K- 1.96% |
$414K - $453K
|
143K
$26.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.9K- 9.02% |
$420K - $460K
|
29.2K
$5.32M
|