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
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.91K- 4.6% |
$421K - $462K
|
60.4K
$11M
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.91K- 4.6% |
$421K - $462K
|
60.4K
$11M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.91K- 38.82% |
$422K - $462K
|
4.59K
$836K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.93K- 10.62% |
$425K - $465K
|
24.7K
$4.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.95K- 2.74% |
$427K - $468K
|
105K
$19M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.95K- 14.76% |
$428K - $469K
|
17.1K
$3.11M
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-3K- 7.29% |
$434K - $475K
|
38.1K
$6.94M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-3.09K- 4.61% |
$448K - $491K
|
64K
$11.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.13K- 10.49% |
$454K - $497K
|
26.7K
$4.87M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-3.16K- 1.56% |
$458K - $501K
|
200K
$36.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.18K- 17.41% |
$460K - $504K
|
15.1K
$2.74M
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.19K- 61.02% |
$462K - $506K
|
2.04K
$371K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-3.2K- 3.93% |
$464K - $508K
|
78.4K
$14.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.24K- 12.67% |
$469K - $513K
|
22.3K
$4.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-3.24K- 10.61% |
$470K - $515K
|
27.3K
$4.98M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.28K- 4.88% |
$475K - $520K
|
63.9K
$11.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-3.32K- 28.76% |
$480K - $526K
|
8.21K
$1.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-3.41K- 4.03% |
$494K - $541K
|
81.1K
$14.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-3.42K- 2.26% |
$496K - $543K
|
148K
$27M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.51K- 10.93% |
$508K - $557K
|
28.6K
$5.21M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-3.54K- 65.07% |
$513K - $562K
|
1.9K
$346K
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-3.62K- 7.44% |
$524K - $575K
|
45.1K
$8.21M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-3.64K- 7.58% |
$527K - $577K
|
44.3K
$8.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-3.64K- 3.64% |
$528K - $578K
|
96.5K
$17.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-3.68K- 1.88% |
$533K - $584K
|
192K
$34.9M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.69K- 10.47% |
$535K - $586K
|
31.6K
$5.75M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-3.71K- 2.01% |
$537K - $588K
|
180K
$32.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.74K- 45.73% |
$541K - $593K
|
4.44K
$808K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.78K- 9.11% |
$548K - $601K
|
37.7K
$6.87M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.94K- 5.44% |
$570K - $625K
|
68.5K
$12.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-4K- 68.67% |
$579K - $635K
|
1.83K
$332K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.17K- 5.1% |
$605K - $662K
|
77.7K
$14.2M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-4.2K- 25.07% |
$608K - $666K
|
12.6K
$2.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.26K- 4.04% |
$617K - $676K
|
101K
$18.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.27K- 33.17% |
$618K - $678K
|
8.6K
$1.57M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-4.28K- 44.64% |
$620K - $680K
|
5.31K
$968K
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
SELL
|
- |
-4.31K- 2.61% |
$624K - $683K
|
161K
$29.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-4.32K- 1.71% |
$625K - $685K
|
248K
$45.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.34K- 11.92% |
$629K - $689K
|
32.1K
$5.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-4.37K- 5.84% |
$633K - $693K
|
70.5K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.45K- 37.34% |
$645K - $706K
|
7.47K
$1.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-4.61K- 3.74% |
$667K - $731K
|
118K
$21.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-4.86K- 5.4% |
$703K - $771K
|
85K
$15.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-4.9K- 40.03% |
$710K - $778K
|
7.34K
$1.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-4.92K- 2.06% |
$713K - $781K
|
234K
$42.6M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.25K- 1.92% |
$761K - $834K
|
268K
$48.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.3K- 0.85% |
$768K - $842K
|
622K
$113M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.3K- 0.85% |
$768K - $842K
|
622K
$113M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.35K- 18.28% |
$775K - $849K
|
23.9K
$4.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.35K- 18.28% |
$775K - $849K
|
23.9K
$4.35M
|