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 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5.01K+ 3.81% |
$725K - $795K
|
137K
$24.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.94K+ 17.16% |
$716K - $785K
|
33.8K
$6.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.93K+ 146.62% |
$713K - $782K
|
8.28K
$1.51M
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
4.91K+ 4.17% |
$712K - $780K
|
123K
$22.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
4.88K+ 20.43% |
$706K - $774K
|
28.7K
$5.23M
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.81K+ 110.97% |
$696K - $763K
|
9.14K
$1.66M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
4.78KNew |
$692K - $758K
|
4.78K
$870K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
4.78KNew |
$692K - $758K
|
4.78K
$870K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
4.77K+ 6.57% |
$691K - $758K
|
77.4K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
4.75K+ 8.4% |
$688K - $754K
|
61.3K
$11.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.71K+ 1.01% |
$682K - $748K
|
473K
$86.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
4.71K+ 6.78% |
$681K - $747K
|
74.1K
$13.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.66KNew |
$675K - $740K
|
4.66K
$849K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
4.65K+ 19.34% |
$674K - $738K
|
28.7K
$5.23M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
4.6KNew |
$666K - $730K
|
4.6K
$837K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.54KNew |
$658K - $721K
|
4.54K
$827K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4.53K+ 321.65% |
$656K - $719K
|
5.94K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.5KNew |
$651K - $714K
|
4.5K
$819K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.47KNew |
$647K - $709K
|
4.47K
$813K
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
4.27K+ 107.47% |
$619K - $678K
|
8.25K
$1.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.26K+ 1.97% |
$618K - $677K
|
221K
$40.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
4.26K+ 2.68% |
$617K - $676K
|
163K
$29.7M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
4.24KNew |
$614K - $673K
|
4.24K
$772K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.22K+ 1.61% |
$611K - $669K
|
266K
$48.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.2K+ 169.86% |
$609K - $667K
|
6.68K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.11K+ 224.73% |
$595K - $652K
|
5.94K
$1.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
4.06K+ 23.9% |
$587K - $644K
|
21K
$3.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.04K+ 2.63% |
$585K - $641K
|
157K
$28.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.98KNew |
$576K - $631K
|
3.98K
$724K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.93K+ 3.37% |
$568K - $623K
|
120K
$21.9M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.92K+ 4.43% |
$568K - $622K
|
92.3K
$16.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
3.9KNew |
$564K - $618K
|
3.9K
$710K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
3.89K+ 8.17% |
$563K - $617K
|
51.5K
$9.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.82K+ 10.56% |
$554K - $607K
|
40K
$7.29M
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.8KNew |
$550K - $603K
|
3.8K
$692K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3.75KNew |
$544K - $596K
|
3.75K
$684K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.73K+ 10.07% |
$540K - $592K
|
40.8K
$7.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Gunderson Capital Management Inc.
|
BUY
|
- |
3.68KNew |
$533K - $584K
|
3.68K
$670K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
3.68K+ 8.98% |
$533K - $584K
|
44.6K
$8.13M
|
|
|
Feb 03, 2023
Q4 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
3.66KNew |
$530K - $581K
|
3.66K
$666K
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.6K+ 2.38% |
$522K - $572K
|
155K
$28.2M
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
3.59K+ 37.88% |
$519K - $569K
|
13.1K
$2.38M
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.58K+ 2.33% |
$519K - $568K
|
157K
$28.6M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
3.58KNew |
$518K - $568K
|
3.58K
$651K
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
3.54K+ 38.06% |
$512K - $562K
|
12.8K
$2.34M
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3.53KNew |
$512K - $561K
|
3.53K
$644K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.53K+ 9.21% |
$512K - $561K
|
41.9K
$7.63M
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
3.48K+ 43.29% |
$504K - $553K
|
11.5K
$2.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.4KNew |
$492K - $539K
|
3.4K
$619K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3.39K+ 6.22% |
$490K - $537K
|
57.8K
$10.5M
|