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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-87- 1.55% |
N/A
|
5.54K
$1.01M
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-88- 57.89% |
N/A
|
64
$11.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
SELL
|
- |
-89- 1.62% |
N/A
|
5.4K
$984K
|
|
|
Oct 13, 2022
Q3 2022
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-92- 2.92% |
N/A
|
3.06K
$557K
|
|
|
Nov 14, 2022
Q3 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-93- 0.75% |
N/A
|
12.2K
$2.23M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-94- 2.59% |
N/A
|
3.53K
$643K
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-96- 1.65% |
N/A
|
5.71K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-97- 1.13% |
N/A
|
8.48K
$1.54M
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-98- 0.38% |
N/A
|
25.6K
$4.66M
|
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-98- 0.94% |
N/A
|
10.4K
$1.89M
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-100- 0.68% |
N/A
|
14.6K
$2.66M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-100- 0.14% |
N/A
|
72.4K
$13.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-100- 2.78% |
N/A
|
3.5K
$638K
|
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
SELL
|
- |
-101- 1.35% |
N/A
|
7.38K
$1.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-101- 3.52% |
N/A
|
2.77K
$504K
|
|
|
Oct 13, 2022
Q3 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-104- 0.83% |
N/A
|
12.4K
$2.25M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-105- 4.72% |
N/A
|
2.12K
$386K
|
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-106- 2.17% |
N/A
|
4.79K
$872K
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-109- 0.71% |
N/A
|
15.2K
$2.78M
|
|
|
Nov 10, 2022
Q3 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-110- 6.31% |
N/A
|
1.63K
$298K
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-112- 2.88% |
N/A
|
3.78K
$688K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-112- 0.78% |
N/A
|
14.3K
$2.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-113- 10.46% |
N/A
|
967
$176K
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-116- 2.07% |
N/A
|
5.5K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-116- 0.25% |
N/A
|
46.5K
$8.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-117- 3.29% |
N/A
|
3.44K
$627K
|
|
|
Oct 20, 2022
Q3 2022
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-120- 0.25% |
N/A
|
47.8K
$8.71M
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-120- 2.52% |
N/A
|
4.65K
$846K
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-123- 5.72% |
N/A
|
2.03K
$369K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-124- 0.71% |
N/A
|
17.3K
$3.15M
|
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-127- 0.74% |
N/A
|
17.1K
$3.11M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-135- 1.36% |
N/A
|
9.81K
$1.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-135- 0.69% |
N/A
|
19.4K
$3.53M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-135- 6.28% |
N/A
|
2.02K
$367K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-137- 2.12% |
N/A
|
6.33K
$1.15M
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-138- 0.25% |
N/A
|
56K
$10.2M
|
|
|
Oct 07, 2022
Q3 2022
|
Hoese & CO LLP
|
SELL
|
- |
-140- 0.59% |
N/A
|
23.6K
$4.29M
|
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
SELL
|
- |
-140- 1.97% |
N/A
|
6.96K
$1.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-143- 5.45% |
N/A
|
2.48K
$452K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-144- 2.22% |
N/A
|
6.34K
$1.15M
|
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-146- 7.56% |
N/A
|
1.79K
$325K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-149- 5.82% |
N/A
|
2.41K
$439K
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-149- 3.24% |
N/A
|
4.44K
$809K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-150- 4.91% |
N/A
|
2.91K
$529K
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
SELL
|
- |
-153- 4.38% |
N/A
|
3.34K
$609K
|
|
|
Nov 14, 2022
Q3 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-153- 2.11% |
N/A
|
7.1K
$1.29M
|
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-158- 1.44% |
N/A
|
10.8K
$1.96M
|
|
|
Nov 01, 2022
Q3 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-158- 0.26% |
N/A
|
61.4K
$11.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-160- 0.35% |
N/A
|
46K
$8.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-160- 1.94% |
N/A
|
8.09K
$1.47M
|