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
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3.38KNew |
$490K - $537K
|
3.38K
$616K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.32K+ 78.58% |
$480K - $526K
|
7.54K
$1.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
3.29K+ 632.88% |
$477K - $522K
|
3.81K
$694K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.27K+ 5.4% |
$473K - $518K
|
63.7K
$11.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.21K+ 3.48% |
$465K - $510K
|
95.5K
$17.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.2K+ 0.9% |
$464K - $508K
|
359K
$65.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.2K+ 4.44% |
$464K - $508K
|
75.2K
$13.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
3.2KNew |
$464K - $508K
|
3.2K
$583K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.2K+ 162.15% |
$463K - $507K
|
5.17K
$941K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
3.19K+ 3.69% |
$462K - $506K
|
89.6K
$16.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.18KNew |
$461K - $505K
|
3.18K
$579K
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
3.17KNew |
$459K - $503K
|
3.17K
$578K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.14K+ 2.63% |
$455K - $498K
|
123K
$22.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
3.09KNew |
$448K - $491K
|
3.09K
$563K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.09KNew |
$447K - $490K
|
3.09K
$562K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.07K+ 11.01% |
$445K - $487K
|
30.9K
$5.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.05KNew |
$442K - $484K
|
3.05K
$555K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.05K+ 41.84% |
$441K - $483K
|
10.3K
$1.88M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
3K+ 3.92% |
$434K - $476K
|
79.5K
$14.5M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.97K+ 3.3% |
$430K - $471K
|
92.8K
$16.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
2.94K+ 197.45% |
$426K - $467K
|
4.44K
$808K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.89K+ 2.08% |
$418K - $458K
|
141K
$25.7M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.88K+ 13.63% |
$417K - $457K
|
24K
$4.38M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
2.88K+ 21.37% |
$416K - $456K
|
16.3K
$2.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.87K+ 140.92% |
$415K - $455K
|
4.9K
$892K
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.86KNew |
$414K - $454K
|
2.86K
$521K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.85K+ 0.28% |
$413K - $452K
|
1.02M
$186M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
2.84K+ 23.36% |
$411K - $451K
|
15K
$2.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.84K+ 28.64% |
$411K - $451K
|
12.8K
$2.32M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.82K+ 174.32% |
$408K - $447K
|
4.43K
$807K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.79K+ 6.67% |
$404K - $443K
|
44.6K
$8.13M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.73KNew |
$395K - $433K
|
2.73K
$497K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
2.72K+ 1.09% |
$394K - $431K
|
251K
$45.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.71K+ 34.23% |
$393K - $430K
|
10.6K
$1.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.68K+ 3.34% |
$388K - $425K
|
82.8K
$15.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.66K+ 5.16% |
$385K - $422K
|
54.2K
$9.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.64K+ 57.64% |
$383K - $419K
|
7.22K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.61K+ 1.01% |
$378K - $414K
|
261K
$47.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.58K+ 90.48% |
$373K - $409K
|
5.43K
$988K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.57K+ 7.11% |
$372K - $408K
|
38.7K
$7.06M
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.57KNew |
$372K - $407K
|
2.57K
$467K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.53K+ 7.9% |
$367K - $402K
|
34.6K
$6.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.52KNew |
$365K - $399K
|
2.52K
$458K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.48KNew |
$359K - $394K
|
2.48K
$452K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.45K+ 7.83% |
$355K - $389K
|
33.8K
$6.16M
|
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
2.43K+ 1.07% |
$352K - $385K
|
229K
$41.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
2.43K+ 20.34% |
$351K - $385K
|
14.3K
$2.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.39KNew |
$346K - $379K
|
2.39K
$435K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.37K+ 2.57% |
$344K - $377K
|
94.6K
$17.2M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.36KNew |
$342K - $375K
|
2.36K
$431K
|