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 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.5K+ 109.61% |
$1.09M - $1.19M
|
14.3K
$2.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
7.48K+ 348.0% |
$1.08M - $1.19M
|
9.63K
$1.75M
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
7.41K+ 41.13% |
$1.07M - $1.18M
|
25.4K
$4.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.32KNew |
$1.06M - $1.16M
|
7.32K
$1.33M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7.32KNew |
$1.06M - $1.16M
|
7.32K
$1.33M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.28K+ 4.13% |
$1.06M - $1.16M
|
183K
$33.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
7.27K+ 12.17% |
$1.05M - $1.15M
|
67K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.23K+ 2.0% |
$1.05M - $1.15M
|
368K
$67.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.19K+ 6.2% |
$1.04M - $1.14M
|
123K
$22.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
7.1K+ 38.27% |
$1.03M - $1.13M
|
25.6K
$4.67M
|
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
7.06K+ 24.77% |
$1.02M - $1.12M
|
35.6K
$6.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.03K+ 21.63% |
$1.02M - $1.12M
|
39.5K
$7.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
6.99K+ 3.43% |
$1.01M - $1.11M
|
211K
$38.3M
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
6.92KNew |
$1M - $1.1M
|
6.92K
$1.26M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6.82KNew |
$987K - $1.08M
|
6.82K
$1.24M
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
BUY
|
- |
6.65K+ 18.89% |
$963K - $1.06M
|
41.9K
$7.63M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
6.61K+ 14.06% |
$958K - $1.05M
|
53.7K
$9.77M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.56K+ 46.95% |
$950K - $1.04M
|
20.5K
$3.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
6.54K+ 2.07% |
$947K - $1.04M
|
323K
$58.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.43K+ 50.98% |
$931K - $1.02M
|
19K
$3.47M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
6.18KNew |
$894K - $980K
|
6.18K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
6.17KNew |
$893K - $979K
|
6.17K
$1.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6.14KNew |
$889K - $974K
|
6.14K
$1.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.12K+ 125.31% |
$886K - $971K
|
11K
$2M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
6.11K+ 18.42% |
$885K - $970K
|
39.3K
$7.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
5.92K+ 5.43% |
$857K - $939K
|
115K
$20.9M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.81K+ 1.98% |
$841K - $922K
|
299K
$54.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
5.77K+ 320.5% |
$836K - $916K
|
7.57K
$1.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
5.76K+ 4.56% |
$835K - $915K
|
132K
$24M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.69K+ 51.78% |
$825K - $904K
|
16.7K
$3.04M
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
5.67K+ 25.96% |
$821K - $899K
|
27.5K
$5.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
5.66K+ 2.56% |
$820K - $899K
|
226K
$41.3M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
5.66K+ 77.46% |
$820K - $898K
|
13K
$2.36M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
5.66K+ 13.35% |
$819K - $898K
|
48K
$8.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
5.63KNew |
$816K - $894K
|
5.63K
$1.03M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
5.56K+ 4.28% |
$806K - $883K
|
136K
$24.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.56K+ 1.4% |
$805K - $882K
|
402K
$73.3M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.5KNew |
$796K - $872K
|
5.5K
$1M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5.42K+ 123.46% |
$785K - $860K
|
9.81K
$1.79M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
5.41K+ 2.6% |
$783K - $858K
|
214K
$38.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.39K+ 10.81% |
$781K - $856K
|
55.3K
$10.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
5.35K+ 5.64% |
$774K - $849K
|
100K
$18.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
5.34KNew |
$773K - $847K
|
5.34K
$972K
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
5.26KNew |
$762K - $835K
|
5.26K
$958K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5.19K+ 3.41% |
$751K - $823K
|
157K
$28.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
5.17K+ 107.03% |
$749K - $821K
|
10K
$1.82M
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
5.17KNew |
$748K - $820K
|
5.17K
$941K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
5.16K+ 36.69% |
$747K - $818K
|
19.2K
$3.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5.12K+ 529.27% |
$741K - $812K
|
6.09K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5.05KNew |
$731K - $801K
|
5.05K
$920K
|