Purchases and Sales Made in Q4 2021 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q4 2021. 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 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-180- 1.31% |
N/A
|
13.6K
$2.47M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-181- 2.99% |
N/A
|
5.87K
$1.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-182- 4.04% |
N/A
|
4.33K
$788K
|
|
|
Feb 14, 2022
Q4 2021
|
Jag Capital Management, LLC
|
SELL
|
- |
-184- 1.45% |
N/A
|
12.5K
$2.27M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-185- 7.33% |
N/A
|
2.34K
$426K
|
|
|
Jan 19, 2022
Q4 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-188- 5.88% |
N/A
|
3.01K
$548K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-190Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-190- 3.97% |
N/A
|
4.6K
$838K
|
|
|
May 04, 2022
Q4 2021
|
Hall Capital Management CO Inc
|
SELL
|
- |
-194- 1.92% |
N/A
|
9.89K
$1.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Evergreen Advisors, LLC
|
SELL
|
- |
-194- 2.58% |
N/A
|
7.32K
$1.33M
|
|
|
Feb 02, 2022
Q4 2021
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-197- 1.52% |
N/A
|
12.8K
$2.33M
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
SELL
|
- |
-199- 5.62% |
N/A
|
3.35K
$609K
|
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-200- 7.35% |
N/A
|
2.52K
$459K
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-201- 2.74% |
N/A
|
7.12K
$1.3M
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-202- 19.61% |
N/A
|
828
$151K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-205- 0.98% |
N/A
|
20.8K
$3.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-206- 1.04% |
N/A
|
19.5K
$3.56M
|
|
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-206- 0.6% |
N/A
|
34K
$6.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-207Closed |
N/A
|
0
$0
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
SELL
|
- |
-208- 4.72% |
N/A
|
4.2K
$764K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-215- 1.14% |
N/A
|
18.7K
$3.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-223- 2.53% |
N/A
|
8.59K
$1.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-224- 1.93% |
N/A
|
11.4K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-225- 0.54% |
N/A
|
41.5K
$7.56M
|
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-226- 11.76% |
N/A
|
1.7K
$309K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-226- 0.1% |
N/A
|
219K
$39.9M
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-228- 0.45% |
N/A
|
50.9K
$9.28M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-234- 1.52% |
N/A
|
15.1K
$2.76M
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-235- 1.85% |
N/A
|
12.5K
$2.27M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-237- 1.57% |
N/A
|
14.8K
$2.7M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-237- 0.6% |
N/A
|
39.2K
$7.15M
|
|
|
Jan 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
SELL
|
- |
-241- 3.57% |
N/A
|
6.52K
$1.19M
|
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-244- 4.0% |
N/A
|
5.86K
$1.07M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-247- 3.21% |
N/A
|
7.46K
$1.36M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-249- 33.38% |
N/A
|
497
$90.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-250- 9.51% |
N/A
|
2.38K
$434K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-250- 10.31% |
N/A
|
2.18K
$396K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-252- 1.64% |
N/A
|
15.1K
$2.76M
|
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-252Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-254- 3.58% |
N/A
|
6.83K
$1.24M
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
SELL
|
- |
-261- 0.99% |
N/A
|
26.2K
$4.77M
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-262- 4.48% |
N/A
|
5.58K
$1.02M
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-265- 8.33% |
N/A
|
2.92K
$531K
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-269- 21.87% |
N/A
|
961
$175K
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-270- 0.64% |
N/A
|
41.8K
$7.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-271- 5.07% |
N/A
|
5.07K
$924K
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-271- 8.77% |
N/A
|
2.82K
$513K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-274- 3.13% |
N/A
|
8.48K
$1.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-276- 1.15% |
N/A
|
23.7K
$4.31M
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-280- 1.6% |
N/A
|
17.2K
$3.14M
|