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 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.44KClosed |
N/A
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.47K- 1.86% |
N/A
|
130K
$23.7M
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.49K- 7.6% |
N/A
|
30.3K
$5.51M
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.5K- 4.97% |
N/A
|
47.8K
$8.71M
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.52KClosed |
N/A
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.67K- 44.04% |
N/A
|
3.39K
$618K
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.68K- 2.74% |
N/A
|
94.8K
$17.3M
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.7K- 20.55% |
N/A
|
10.4K
$1.9M
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-2.78KClosed |
N/A
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
SELL
|
- |
-2.78K- 4.41% |
N/A
|
60.3K
$11M
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.81K- 8.71% |
N/A
|
29.4K
$5.36M
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2.88KClosed |
N/A
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.9K- 10.0% |
N/A
|
26.1K
$4.76M
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.94K- 22.34% |
N/A
|
10.2K
$1.86M
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-2.95K- 36.5% |
N/A
|
5.13K
$935K
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
SELL
|
- |
-2.96K- 13.43% |
N/A
|
19.1K
$3.47M
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-3.05K- 2.18% |
N/A
|
136K
$24.9M
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
SELL
|
- |
-3.05KClosed |
N/A
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.06K- 12.03% |
N/A
|
22.4K
$4.08M
|
|
Feb 04, 2022
Q4 2021
|
Scott & Selber, Inc.
|
SELL
|
- |
-3.16K- 9.43% |
N/A
|
30.4K
$5.54M
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.21K- 1.28% |
N/A
|
248K
$45.2M
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-3.33K- 4.23% |
N/A
|
75.4K
$13.7M
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
SELL
|
- |
-3.43K- 0.86% |
N/A
|
394K
$71.8M
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.43KClosed |
N/A
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-3.45K- 5.39% |
N/A
|
60.5K
$11M
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.53K- 3.17% |
N/A
|
108K
$19.6M
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.54K- 4.68% |
N/A
|
72.1K
$13.1M
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-3.61KClosed |
N/A
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.62KClosed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.62K- 5.95% |
N/A
|
57.2K
$10.4M
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.67KClosed |
N/A
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.71K- 7.49% |
N/A
|
45.8K
$8.35M
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-3.72K- 31.29% |
N/A
|
8.16K
$1.49M
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-3.78K- 19.04% |
N/A
|
16.1K
$2.92M
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-3.79K- 32.14% |
N/A
|
8K
$1.46M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.82K- 2.58% |
N/A
|
144K
$26.3M
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.94KClosed |
N/A
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-3.99K- 9.86% |
N/A
|
36.5K
$6.64M
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.02KClosed |
N/A
|
0
$0
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-4.05K- 14.59% |
N/A
|
23.7K
$4.32M
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-4.1K- 4.87% |
N/A
|
80.1K
$14.6M
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.37K- 51.73% |
N/A
|
4.08K
$742K
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-4.61KClosed |
N/A
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
SELL
|
- |
-4.7K- 10.24% |
N/A
|
41.2K
$7.51M
|
|
Jan 19, 2022
Q4 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-4.73K- 10.98% |
N/A
|
38.3K
$6.98M
|
|
Jan 21, 2022
Q4 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-4.77K- 3.43% |
N/A
|
134K
$24.5M
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.85K- 3.55% |
N/A
|
132K
$24M
|
|
Jan 31, 2022
Q4 2021
|
Performa LTD (Us), LLC
|
SELL
|
- |
-4.92KClosed |
N/A
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-4.93K- 4.18% |
N/A
|
113K
$20.6M
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.04K- 10.23% |
N/A
|
44.2K
$8.05M
|