Purchases and Sales Made in Q4 2022 in Vanguard Dividend Appreciation (VIG)

VIG Quotes by TradingView

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 18, 2023 Q4 2022
Calton & Associates, Inc.

BUY
 -
1.84K
New
$267K - $292K
1.84K $336K
Feb 06, 2023 Q4 2022
Thompson Davis & Co., Inc.

BUY
 -
1.84K
+ 39.28%
$266K - $291K
6.51K $1.19M
Feb 06, 2023 Q4 2022
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
1.83K
New
$266K - $291K
1.83K $334K
Jan 17, 2023 Q4 2022
Paragon Capital Management LTD

BUY
 -
1.83K
+ 0.53%
$265K - $290K
348K $63.4M
Jan 26, 2023 Q4 2022
Integrity Financial Corp

BUY
 -
1.83K
New
$265K - $290K
1.83K $333K
Feb 14, 2023 Q4 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1.82K
+ 1.01%
$264K - $289K
182K $33.1M
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
1.82K
+ 14.41%
$263K - $289K
14.4K $2.63M
Jan 24, 2023 Q4 2022
Integrity Advisory, LLC

BUY
 -
1.81K
+ 19.53%
$263K - $288K
11.1K $2.02M
Feb 02, 2023 Q4 2022
Von Berge Wealth Management Group, LLC

BUY
 -
1.81K
+ 12.06%
$262K - $287K
16.8K $3.06M
Jan 18, 2023 Q4 2022
Cerro Pacific Wealth Advisors LLC

BUY
 -
1.79K
+ 3.66%
$260K - $285K
50.8K $9.25M
Apr 20, 2023 Q4 2022
Pioneer Wealth Management Group

Austin, TX
BUY
 -
1.78K
New
$257K - $282K
1.78K $323K
Feb 08, 2023 Q4 2022
Madison Wealth Management

Cincinnati, OH
BUY
 -
1.77K
+ 59.74%
$256K - $281K
4.73K $862K
Jan 27, 2023 Q4 2022
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
1.76K
New
$255K - $280K
1.76K $321K
Jan 18, 2023 Q4 2022
Hurlow Wealth Management Group, Inc.

BUY
 -
1.76K
+ 6.04%
$255K - $279K
30.9K $5.63M
Feb 08, 2023 Q4 2022
Gould Asset Management LLC

Claremont, CA
BUY
 -
1.75K
New
$253K - $277K
1.75K $318K
Feb 08, 2023 Q4 2022
Iag Wealth Partners, LLC

BUY
 -
1.73K
+ 2.45%
$250K - $274K
72.1K $13.1M
Feb 06, 2023 Q4 2022
Private Wealth Group, LLC

BUY
 -
1.71K
New
$248K - $271K
1.71K $311K
Dec 20, 2023 Q4 2022
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
1.7K
New
$246K - $269K
1.7K $309K
Jan 30, 2023 Q4 2022
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
1.7K
+ 15.74%
$246K - $269K
12.5K $2.27M
Jan 25, 2023 Q4 2022
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
1.69K
New
$244K - $268K
1.69K $307K
Jan 25, 2023 Q4 2022
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
1.69K
New
$244K - $267K
1.69K $307K
Jan 06, 2023 Q4 2022
Massmutual Trust CO Fsb

BUY
 -
1.68K
+ 20.32%
$243K - $266K
9.94K $1.81M
Feb 08, 2023 Q4 2022
Glenview Trust CO

Louisville, KY
BUY
 -
1.68K
+ 44.19%
$243K - $266K
5.47K $997K
Jan 30, 2023 Q4 2022
Curated Wealth Partners LLC

BUY
 -
1.66K
+ 16.18%
$240K - $263K
11.9K $2.16M
Jun 25, 2024 Q4 2022
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
1.66K
New
$240K - $263K
1.66K $301K
Feb 08, 2023 Q4 2022
Abbrea Capital, LLC

BUY
 -
1.65K
New
$239K - $262K
1.65K $301K
Jan 20, 2023 Q4 2022
Charter Oak Capital Management, LLC

BUY
 -
1.64K
+ 8.7%
$238K - $261K
20.5K $3.74M
Nov 19, 2024 Q4 2022
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
BUY
 -
1.64K
+ 23.36%
$237K - $260K
8.65K $1.58M
Jan 30, 2023 Q4 2022
Cahaba Wealth Management, Inc.

BUY
 -
1.63K
New
$236K - $259K
1.63K $297K
Feb 10, 2023 Q4 2022
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
1.62K
+ 71.05%
$235K - $257K
3.9K $710K
Feb 27, 2023 Q4 2022
Gallagher Benefit Services, Inc.

Rolling Meadows, IL
BUY
 -
1.62K
New
$234K - $256K
1.62K $294K
Jan 24, 2023 Q4 2022
Koshinski Asset Management, Inc.

BUY
 -
1.61K
+ 3.71%
$234K - $256K
45.1K $8.21M
Apr 03, 2023 Q4 2022
Legacy Trust

Grand Rapids, MI
BUY
 -
1.6K
New
$232K - $254K
1.6K $292K
Jan 05, 2023 Q4 2022
Waller Financial Planning Group, Inc

BUY
 -
1.59K
+ 8.07%
$231K - $253K
21.3K $3.89M
Jan 24, 2023 Q4 2022
Cra Financial Services, LLC

BUY
 -
1.59K
+ 1.62%
$230K - $252K
99.6K $18.1M
Feb 14, 2023 Q4 2022
Orleans Capital Management Corp

Mandeville, LA
BUY
 -
1.57K
New
$227K - $249K
1.57K $286K
Apr 10, 2023 Q4 2022
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
1.56K
New
$226K - $247K
1.56K $284K
Feb 13, 2023 Q4 2022
Asb Consultores, LLC

Aventura, FL
BUY
 -
1.56K
+ 0.88%
$226K - $247K
178K $32.4M
Jan 27, 2023 Q4 2022
Altus Wealth Management, LLC

BUY
 -
1.56K
New
$226K - $247K
1.56K $284K
Feb 07, 2023 Q4 2022
Francis Financial, Inc.

New York, NY
BUY
 -
1.56K
New
$225K - $247K
1.56K $283K
Feb 02, 2023 Q4 2022
Carl P. Sherr & Co., LLC

BUY
 -
1.55K
New
$224K - $246K
1.55K $282K
Feb 13, 2023 Q4 2022
Souders Financial Advisors

BUY
 -
1.53K
+ 3.04%
$222K - $243K
52K $9.47M
Feb 14, 2023 Q4 2022
Plancorp, LLC

BUY
 -
1.52K
New
$221K - $242K
1.52K $277K
May 17, 2023 Q4 2022
Zhang Financial LLC

BUY
 -
1.52K
+ 11.1%
$219K - $240K
15.2K $2.76M
Jan 19, 2023 Q4 2022
Ellsworth Advisors, LLC

BUY
 -
1.5K
+ 97.15%
$218K - $238K
3.05K $555K
Feb 13, 2023 Q4 2022
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
1.49K
New
$216K - $237K
1.49K $272K
Feb 14, 2023 Q4 2022
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
1.49K
New
$216K - $237K
1.49K $272K
Feb 13, 2023 Q4 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
1.49K
+ 52.58%
$216K - $236K
4.32K $787K
Feb 13, 2023 Q4 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
1.49K
New
$215K - $236K
1.49K $271K

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