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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Simpli Fi, Inc.
|
SELL
|
- |
-5.45K- 4.5% |
$789K - $864K
|
115K
$21M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-5.49K- 4.28% |
$795K - $871K
|
123K
$22.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-5.49K- 76.25% |
$796K - $872K
|
1.71K
$312K
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-5.53K- 8.2% |
$801K - $878K
|
61.9K
$11.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.88K- 9.08% |
$851K - $933K
|
58.9K
$10.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.94K- 21.39% |
$860K - $942K
|
21.8K
$3.97M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-6.08K- 5.07% |
$881K - $965K
|
114K
$20.7M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-6.11K- 26.51% |
$885K - $970K
|
16.9K
$3.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-6.14K- 7.76% |
$889K - $974K
|
73K
$13.3M
|
|
|
Feb 02, 2023
Q4 2022
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-6.22K- 66.49% |
$900K - $986K
|
3.13K
$570K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-6.72K- 14.12% |
$973K - $1.07M
|
40.9K
$7.44M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-6.75K- 3.64% |
$978K - $1.07M
|
179K
$32.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-6.78K- 63.72% |
$982K - $1.08M
|
3.86K
$703K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-6.94K- 5.76% |
$1.01M - $1.1M
|
113K
$20.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-7.12K- 16.96% |
$1.03M - $1.13M
|
34.9K
$6.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-7.27K- 98.27% |
$1.05M - $1.15M
|
128
$23.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-7.44K- 79.54% |
$1.08M - $1.18M
|
1.91K
$348K
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-8.04K- 4.12% |
$1.16M - $1.28M
|
187K
$34.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8.19K- 7.13% |
$1.19M - $1.3M
|
107K
$19.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-8.64K- 3.96% |
$1.25M - $1.37M
|
209K
$38.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.72K- 17.61% |
$1.26M - $1.38M
|
40.8K
$7.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-9.2K- 5.03% |
$1.33M - $1.46M
|
174K
$31.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-9.95K- 17.39% |
$1.44M - $1.58M
|
47.3K
$8.61M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.96K- 72.16% |
$1.44M - $1.58M
|
3.84K
$700K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10.1K- 49.3% |
$1.46M - $1.6M
|
10.4K
$1.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-10.2K- 41.49% |
$1.47M - $1.62M
|
14.4K
$2.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-10.2K- 14.77% |
$1.48M - $1.62M
|
58.9K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.4K- 0.96% |
$1.51M - $1.65M
|
1.07M
$195M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-10.5K- 73.55% |
$1.53M - $1.67M
|
3.79K
$691K
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-11K- 4.15% |
$1.59M - $1.74M
|
254K
$46.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-11.1K- 57.72% |
$1.61M - $1.77M
|
8.16K
$1.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11.2K- 1.64% |
$1.62M - $1.78M
|
670K
$122M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11.3K- 20.52% |
$1.64M - $1.79M
|
43.7K
$7.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.5K- 0.62% |
$1.66M - $1.82M
|
1.83M
$333M
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-11.7K- 88.13% |
$1.7M - $1.86M
|
1.58K
$288K
|
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
SELL
|
- |
-12.6K- 20.56% |
$1.82M - $1.99M
|
48.6K
$8.84M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-14.5K- 72.87% |
$2.1M - $2.3M
|
5.39K
$983K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15.8K- 38.27% |
$2.29M - $2.51M
|
25.6K
$4.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-17K- 58.64% |
$2.46M - $2.7M
|
12K
$2.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-18.8K- 17.78% |
$2.73M - $2.99M
|
87.2K
$15.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-19.2K- 3.91% |
$2.78M - $3.05M
|
473K
$86.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-19.3K- 78.11% |
$2.79M - $3.06M
|
5.41K
$985K
|
|
|
Feb 14, 2023
Q4 2022
|
Dan L Duncan Foundation
Houston, TX |
SELL
|
- |
-19.3K- 13.97% |
$2.8M - $3.07M
|
119K
$21.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-19.7K- 24.3% |
$2.86M - $3.13M
|
61.5K
$11.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-19.8K- 67.9% |
$2.86M - $3.14M
|
9.35K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20.8K- 28.3% |
$3.01M - $3.3M
|
52.6K
$9.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.5K- 82.64% |
$3.11M - $3.41M
|
4.51K
$822K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-22.3K- 25.07% |
$3.22M - $3.53M
|
66.5K
$12.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-22.8K- 69.51% |
$3.3M - $3.61M
|
9.99K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-23.2K- 4.26% |
$3.36M - $3.68M
|
521K
$94.9M
|