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 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
25.4KNew |
$3.68M - $4.04M
|
25.4K
$4.63M
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
25.4KNew |
$3.68M - $4.03M
|
25.4K
$4.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
24.4K+ 7.35% |
$3.53M - $3.87M
|
357K
$65M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
24K+ 33.55% |
$3.48M - $3.81M
|
95.6K
$17.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
24KNew |
$3.48M - $3.81M
|
24K
$4.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
22.7KNew |
$3.29M - $3.6M
|
22.7K
$4.13M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
22.6K+ 95.8% |
$3.27M - $3.59M
|
46.2K
$8.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
22.2KNew |
$3.22M - $3.53M
|
22.2K
$4.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
22.1KNew |
$3.19M - $3.5M
|
22.1K
$4.02M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
21.8KNew |
$3.16M - $3.46M
|
21.8K
$3.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
21.6KNew |
$3.13M - $3.42M
|
21.6K
$3.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
21.5K+ 58.98% |
$3.11M - $3.41M
|
58K
$10.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
21KNew |
$3.03M - $3.32M
|
21K
$3.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
20.5KNew |
$2.97M - $3.25M
|
20.5K
$3.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20KNew |
$2.9M - $3.18M
|
20K
$3.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.4K+ 0.82% |
$2.81M - $3.08M
|
2.39M
$435M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
19.3K+ 11.87% |
$2.79M - $3.06M
|
181K
$33.1M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
19.2KNew |
$2.78M - $3.05M
|
19.2K
$3.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
19.2KNew |
$2.78M - $3.05M
|
19.2K
$3.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
19.2K+ 11.51% |
$2.78M - $3.05M
|
186K
$33.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.2K+ 29.17% |
$2.78M - $3.04M
|
84.9K
$15.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
18.6KNew |
$2.7M - $2.95M
|
18.6K
$3.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
18.4KNew |
$2.66M - $2.92M
|
18.4K
$3.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
18.2KNew |
$2.63M - $2.89M
|
18.2K
$3.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
BUY
|
- |
16.8K+ 14.66% |
$2.44M - $2.67M
|
132K
$24M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
16.7KNew |
$2.42M - $2.65M
|
16.7K
$3.05M
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
16.7KNew |
$2.42M - $2.65M
|
16.7K
$3.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
16.5K+ 11.95% |
$2.39M - $2.62M
|
155K
$28.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
16.5K+ 19.24% |
$2.39M - $2.62M
|
102K
$18.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
16.3KNew |
$2.36M - $2.59M
|
16.3K
$2.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
15.4K+ 74.91% |
$2.23M - $2.44M
|
35.9K
$6.54M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
15.3KNew |
$2.21M - $2.42M
|
15.3K
$2.78M
|
|
|
Feb 16, 2023
Q4 2022
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
15.2KNew |
$2.2M - $2.42M
|
15.2K
$2.77M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15K+ 277.9% |
$2.17M - $2.38M
|
20.4K
$3.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.8K+ 8.46% |
$2.14M - $2.34M
|
189K
$34.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
14.7KNew |
$2.13M - $2.34M
|
14.7K
$2.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.7K+ 3.24% |
$2.12M - $2.33M
|
467K
$85.1M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14.5K+ 51.62% |
$2.1M - $2.3M
|
42.5K
$7.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
14.1KNew |
$2.04M - $2.24M
|
14.1K
$2.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
13.9K+ 5.93% |
$2.02M - $2.21M
|
249K
$45.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
13.9KNew |
$2.01M - $2.21M
|
13.9K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
13.9K+ 35.48% |
$2.01M - $2.2M
|
53K
$9.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.9K+ 22.15% |
$2.01M - $2.2M
|
76.5K
$13.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
13.8K+ 13.91% |
$1.99M - $2.18M
|
113K
$20.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
13.7K+ 567.59% |
$1.99M - $2.18M
|
16.1K
$2.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13.5K+ 71.16% |
$1.96M - $2.15M
|
32.6K
$5.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.2KNew |
$1.91M - $2.09M
|
13.2K
$2.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
12.9K+ 496.27% |
$1.87M - $2.05M
|
15.5K
$2.83M
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
12.6KNew |
$1.83M - $2M
|
12.6K
$2.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
12.4KNew |
$1.8M - $1.98M
|
12.4K
$2.27M
|