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 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.36K+ 20.7% |
$341K - $374K
|
13.7K
$2.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
2.36KNew |
$341K - $374K
|
2.36K
$429K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.32KNew |
$336K - $368K
|
2.32K
$423K
|
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
2.32K+ 5.03% |
$335K - $368K
|
48.3K
$8.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.31KNew |
$335K - $367K
|
2.31K
$421K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
2.31KNew |
$334K - $366K
|
2.31K
$420K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
2.29K+ 28.02% |
$332K - $363K
|
10.5K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
2.26K+ 4.65% |
$327K - $359K
|
50.9K
$9.27M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.26K+ 18.61% |
$327K - $358K
|
14.4K
$2.62M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
2.25K+ 12.36% |
$325K - $357K
|
20.4K
$3.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.24K+ 5.71% |
$325K - $356K
|
41.5K
$7.56M
|
|
|
Jan 24, 2023
Q4 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2.24K+ 5.03% |
$324K - $355K
|
46.7K
$8.51M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.23K+ 5.1% |
$323K - $354K
|
46K
$8.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
2.21K+ 24.78% |
$321K - $351K
|
11.1K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.21K+ 114.83% |
$321K - $351K
|
4.14K
$754K
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
2.19K+ 65.26% |
$317K - $347K
|
5.54K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.19K+ 4.71% |
$317K - $347K
|
48.6K
$8.85M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.18KNew |
$316K - $346K
|
2.18K
$397K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.15K+ 7.25% |
$311K - $341K
|
31.8K
$5.79M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
2.12KNew |
$306K - $336K
|
2.12K
$385K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
2.1K+ 0.76% |
$304K - $334K
|
280K
$50.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.1K+ 24.24% |
$304K - $333K
|
10.8K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.1KNew |
$304K - $333K
|
2.1K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.1K+ 14.52% |
$303K - $332K
|
16.5K
$3.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
2.09KNew |
$303K - $332K
|
2.09K
$381K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.08K+ 4.66% |
$301K - $330K
|
46.7K
$8.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
2.05KNew |
$297K - $325K
|
2.05K
$373K
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.05K+ 1.63% |
$297K - $325K
|
128K
$23.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
2.05K+ 1.9% |
$297K - $325K
|
110K
$20M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.04KNew |
$295K - $323K
|
2.04K
$371K
|
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
2.02K+ 17.51% |
$293K - $321K
|
13.6K
$2.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.02K+ 171.57% |
$292K - $320K
|
3.19K
$581K
|
|
|
Feb 15, 2023
Q4 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2KNew |
$290K - $317K
|
2K
$364K
|
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
1.99K+ 3.15% |
$288K - $315K
|
65K
$11.8M
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.98KNew |
$286K - $314K
|
1.98K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.97K+ 8.09% |
$285K - $313K
|
26.3K
$4.79M
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.97K+ 5.11% |
$285K - $312K
|
40.4K
$7.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.95KNew |
$283K - $310K
|
1.95K
$356K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.94KNew |
$280K - $307K
|
1.94K
$352K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.91KNew |
$276K - $303K
|
1.91K
$347K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.91K+ 5.21% |
$276K - $302K
|
38.5K
$7.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.9K+ 17.84% |
$275K - $302K
|
12.6K
$2.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
1.89KNew |
$274K - $300K
|
1.89K
$344K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
1.89KNew |
$273K - $299K
|
1.89K
$343K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.88K+ 21.65% |
$272K - $299K
|
10.6K
$1.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.87K+ 116.18% |
$270K - $296K
|
3.47K
$633K
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.87K+ 7.78% |
$270K - $296K
|
25.8K
$4.71M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.86K+ 16.52% |
$270K - $295K
|
13.1K
$2.39M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.85K+ 11.22% |
$267K - $293K
|
18.3K
$3.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.84K+ 1.68% |
$267K - $293K
|
112K
$20.4M
|