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 |
|---|---|---|---|---|---|---|---|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-23.2K- 17.57% |
$3.36M - $3.69M
|
109K
$19.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-25.5K- 37.4% |
$3.69M - $4.04M
|
42.6K
$7.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-26.2K- 1.74% |
$3.8M - $4.16M
|
1.48M
$270M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-26.2K- 1.74% |
$3.8M - $4.16M
|
1.48M
$270M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-29.4K- 3.8% |
$4.25M - $4.66M
|
743K
$135M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-29.5K- 1.66% |
$4.28M - $4.69M
|
1.75M
$318M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-30K- 11.32% |
$4.34M - $4.76M
|
235K
$42.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-31K- 19.04% |
$4.49M - $4.92M
|
132K
$24M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-32.1K- 4.8% |
$4.65M - $5.09M
|
636K
$116M
|
|
|
Jan 27, 2023
Q4 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-33.8K- 12.01% |
$4.9M - $5.37M
|
248K
$45.2M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-35.3K- 2.83% |
$5.11M - $5.6M
|
1.21M
$221M
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
SELL
|
- |
-35.6K- 13.14% |
$5.16M - $5.65M
|
235K
$42.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-36.7K- 7.62% |
$5.31M - $5.82M
|
445K
$81M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
SELL
|
- |
-36.7K- 57.55% |
$5.31M - $5.82M
|
27.1K
$4.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-39.4K- 20.23% |
$5.71M - $6.26M
|
155K
$28.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-50K- 22.42% |
$7.24M - $7.94M
|
173K
$31.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-76.1K- 15.28% |
$11M - $12.1M
|
422K
$76.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-82K- 7.43% |
$11.9M - $13M
|
1.02M
$186M
|
|
|
May 04, 2023
Q4 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-87.6K- 69.95% |
$12.7M - $13.9M
|
37.6K
$6.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-90.3K- 2.83% |
$13.1M - $14.3M
|
3.1M
$565M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-91.3K- 49.59% |
$13.2M - $14.5M
|
92.8K
$16.9M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-94.2K- 44.96% |
$13.6M - $15M
|
115K
$21M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-94.9K- 0.85% |
$13.8M - $15.1M
|
11M
$2.01B
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-96K- 4.23% |
$13.9M - $15.2M
|
2.17M
$396M
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-97.8K- 97.78% |
$14.2M - $15.5M
|
2.22K
$404K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-100K- 49.28% |
$14.5M - $15.9M
|
103K
$18.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-125K- 35.64% |
$18.1M - $19.8M
|
226K
$41.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-126K- 78.13% |
$18.3M - $20M
|
35.3K
$6.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-137K- 44.84% |
$19.9M - $21.8M
|
169K
$30.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-235K- 98.57% |
$34M - $37.3M
|
3.4K
$620K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-276K- 70.63% |
$40M - $43.8M
|
115K
$20.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-352K- 90.51% |
$51M - $55.8M
|
36.9K
$6.72M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-355K- 26.5% |
$51.4M - $56.3M
|
984K
$179M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-467K- 95.46% |
$67.6M - $74.1M
|
22.2K
$4.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-478K- 8.65% |
$69.3M - $75.9M
|
5.05M
$920M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-4.55M- 99.34% |
$660M - $723M
|
30.2K
$5.5M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-11.1M- 99.9% |
$1.6B - $1.76B
|
11.1K
$2.02M
|