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 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
12.4K+ 22.18% |
$1.8M - $1.97M
|
68.4K
$12.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
12.1K+ 20.41% |
$1.76M - $1.93M
|
71.6K
$13M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
11.9KNew |
$1.72M - $1.89M
|
11.9K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
11.7KNew |
$1.69M - $1.85M
|
11.7K
$2.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.5K+ 20.65% |
$1.67M - $1.83M
|
67.5K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
11.5K+ 6.67% |
$1.67M - $1.83M
|
184K
$33.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
11.4K+ 3.55% |
$1.66M - $1.82M
|
334K
$60.8M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.3K+ 16.27% |
$1.64M - $1.8M
|
81.1K
$14.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
11.3K+ 9.77% |
$1.64M - $1.8M
|
127K
$23.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
11.1K+ 6.62% |
$1.6M - $1.75M
|
178K
$32.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
11K+ 6656.02% |
$1.6M - $1.75M
|
11.2K
$2.04M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10.8K+ 2.26% |
$1.57M - $1.72M
|
489K
$89.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10.8K+ 19.25% |
$1.56M - $1.71M
|
66.7K
$12.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
10.5K+ 8.21% |
$1.52M - $1.66M
|
138K
$25.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.4KNew |
$1.51M - $1.66M
|
10.4K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.4K+ 4.8% |
$1.5M - $1.65M
|
226K
$41.3M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.4K+ 4.8% |
$1.5M - $1.65M
|
226K
$41.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.3K+ 56.99% |
$1.49M - $1.63M
|
28.3K
$5.15M
|
|
|
Jan 26, 2023
Q4 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
10.2K+ 73.49% |
$1.48M - $1.62M
|
24.1K
$4.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10.1K+ 68.8% |
$1.47M - $1.61M
|
24.8K
$4.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
9.97K+ 1.42% |
$1.44M - $1.58M
|
714K
$130M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.8K+ 30.04% |
$1.42M - $1.56M
|
42.4K
$7.73M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
9.61KNew |
$1.39M - $1.52M
|
9.61K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9.57KNew |
$1.39M - $1.52M
|
9.57K
$1.74M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.45K+ 5.25% |
$1.37M - $1.5M
|
189K
$34.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
9.42KNew |
$1.36M - $1.5M
|
9.42K
$1.72M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.3K+ 45.89% |
$1.35M - $1.48M
|
29.6K
$5.39M
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
9.26K+ 35.13% |
$1.34M - $1.47M
|
35.6K
$6.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.26K+ 2.91% |
$1.34M - $1.47M
|
328K
$59.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
9.24KNew |
$1.34M - $1.47M
|
9.24K
$1.68M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
9.12K+ 5.73% |
$1.32M - $1.45M
|
168K
$30.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9.05K+ 15.36% |
$1.31M - $1.44M
|
68K
$12.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.99K+ 3.74% |
$1.3M - $1.43M
|
249K
$45.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
8.73K+ 8083.33% |
$1.26M - $1.39M
|
8.84K
$1.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
8.7K+ 5.54% |
$1.26M - $1.38M
|
166K
$30.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
8.62K+ 1.71% |
$1.25M - $1.37M
|
513K
$93.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
8.51K+ 4.97% |
$1.23M - $1.35M
|
180K
$32.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
8.45KNew |
$1.22M - $1.34M
|
8.45K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.45K+ 11.58% |
$1.22M - $1.34M
|
81.4K
$14.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
8.35KNew |
$1.21M - $1.32M
|
8.35K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.29K+ 1.03% |
$1.2M - $1.31M
|
816K
$149M
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
8.09KNew |
$1.17M - $1.28M
|
8.09K
$1.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
8.06K+ 744.14% |
$1.17M - $1.28M
|
9.14K
$1.67M
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
7.88KNew |
$1.14M - $1.25M
|
7.88K
$1.44M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
7.85KNew |
$1.14M - $1.25M
|
7.85K
$1.43M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.74K+ 11.14% |
$1.12M - $1.23M
|
77.3K
$14.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7.7KNew |
$1.11M - $1.22M
|
7.7K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
First Long Island Investors, LLC
|
BUY
|
- |
7.63K+ 186.35% |
$1.11M - $1.21M
|
11.7K
$2.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
7.61K+ 18.92% |
$1.1M - $1.21M
|
47.8K
$8.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.51K+ 9.66% |
$1.09M - $1.19M
|
85.3K
$15.5M
|