Purchases and Sales Made in Q3 2022 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
570K+ 2.41% |
N/A
|
24.2M
$4.41B
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
354K+ 3.66% |
N/A
|
10M
$1.83B
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
318KNew |
N/A
|
318K
$58M
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
285K+ 27.09% |
N/A
|
1.34M
$244M
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
220K+ 7404.91% |
N/A
|
223K
$40.6M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
187K+ 42.48% |
N/A
|
627K
$114M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
187K+ 42.48% |
N/A
|
627K
$114M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
185K+ 5.47% |
N/A
|
3.56M
$649M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
180K+ 3.1% |
N/A
|
5.99M
$1.09B
|
|
Nov 14, 2022
Q3 2022
|
Barings LLC
|
BUY
|
- |
176K+ 63.63% |
N/A
|
453K
$82.6M
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
156K+ 104.5% |
N/A
|
306K
$55.7M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
129KNew |
N/A
|
129K
$23.6M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
109K+ 3.98% |
N/A
|
2.84M
$517M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
90.7K+ 1.25% |
N/A
|
7.36M
$1.34B
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
87.6K+ 24.44% |
N/A
|
446K
$81.3M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.8K+ 0.79% |
N/A
|
11.1M
$2.02B
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
80.6K+ 10.38% |
N/A
|
858K
$156M
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
77.5K+ 24.27% |
N/A
|
397K
$72.3M
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
77.2K+ 8.18% |
N/A
|
1.02M
$186M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
72.1K+ 22.37% |
N/A
|
394K
$71.8M
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
71.8K+ 412.05% |
N/A
|
89.2K
$16.2M
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
71.4K+ 57.8% |
N/A
|
195K
$35.5M
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
69.7K+ 67.74% |
N/A
|
173K
$31.4M
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
69.5K+ 4.82% |
N/A
|
1.51M
$275M
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
69.5K+ 4.82% |
N/A
|
1.51M
$275M
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
BUY
|
- |
67.1K+ 138.13% |
N/A
|
116K
$21.1M
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
64.5KNew |
N/A
|
64.5K
$11.7M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64.2K+ 2.89% |
N/A
|
2.28M
$416M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
61.8K+ 5.27% |
N/A
|
1.23M
$225M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
61.8K+ 3.6% |
N/A
|
1.78M
$324M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
51.5K+ 19.02% |
N/A
|
322K
$58.7M
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
49.6K+ 530.32% |
N/A
|
58.9K
$10.7M
|
|
Oct 19, 2022
Q3 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
48.7KNew |
N/A
|
48.7K
$8.87M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47.3K+ 3.94% |
N/A
|
1.25M
$227M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
45.2K+ 1.34% |
N/A
|
3.42M
$623M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.8K+ 0.91% |
N/A
|
4.87M
$887M
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
42.8K+ 146.3% |
N/A
|
72K
$13.1M
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
42.2K+ 787.91% |
N/A
|
47.6K
$8.67M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
40.1K+ 4.29% |
N/A
|
975K
$178M
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
39.7K+ 165.5% |
N/A
|
63.7K
$11.6M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.7K+ 1.66% |
N/A
|
2.37M
$431M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
37.7KNew |
N/A
|
37.7K
$6.86M
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
35.9K+ 21.38% |
N/A
|
204K
$37.1M
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
34.5K+ 824.46% |
N/A
|
38.7K
$7.04M
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
33.9K+ 213.03% |
N/A
|
49.9K
$9.08M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
33.9K+ 99.77% |
N/A
|
67.8K
$12.4M
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
33.5K+ 6.16% |
N/A
|
576K
$105M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
32.9K+ 131.32% |
N/A
|
58K
$10.6M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
32.5K+ 5.65% |
N/A
|
608K
$111M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31.9K+ 15.67% |
N/A
|
235K
$42.9M
|