Purchases and Sales Made in Q4 2022 in Vanguard Dividend Appreciation (VIG)
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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.1M+ 131442.02% |
$1.6B - $1.76B
|
11.1M
$2.02B
|
|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
4.57M+ 31100.61% |
$662M - $725M
|
4.58M
$835M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.66M+ 15.1% |
$530M - $580M
|
27.9M
$5.08B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.04MNew |
$296M - $324M
|
2.04M
$372M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.39M+ 48.97% |
$201M - $221M
|
4.23M
$770M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.04MNew |
$151M - $166M
|
1.04M
$190M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
656K+ 6.54% |
$95.1M - $104M
|
10.7M
$1.95B
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
497K+ 58.63% |
$72M - $78.9M
|
1.35M
$245M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
327K+ 5.46% |
$47.4M - $51.9M
|
6.32M
$1.15B
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
320KNew |
$46.3M - $50.7M
|
320K
$58.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Portfolio Strategies, Inc.
|
BUY
|
- |
312K+ 156166.0% |
$45.2M - $49.6M
|
313K
$56.9M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
286K+ 16.11% |
$41.5M - $45.4M
|
2.06M
$376M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
252K+ 20.38% |
$36.4M - $39.9M
|
1.49M
$271M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
231K+ 338.31% |
$33.5M - $36.7M
|
300K
$54.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
212KNew |
$30.7M - $33.6M
|
212K
$38.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
201KNew |
$29.2M - $32M
|
201K
$36.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
199KNew |
$28.8M - $31.5M
|
199K
$36.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
198K+ 691.32% |
$28.7M - $31.4M
|
227K
$41.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
198KNew |
$28.6M - $31.4M
|
198K
$36M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
190K+ 19.49% |
$27.5M - $30.2M
|
1.17M
$212M
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
176KNew |
$25.6M - $28M
|
176K
$32.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
137K+ 7.6% |
$19.8M - $21.7M
|
1.93M
$352M
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
130K+ 28.73% |
$18.9M - $20.7M
|
584K
$106M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
128K+ 236.02% |
$18.6M - $20.3M
|
183K
$33.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
128K+ 3.58% |
$18.5M - $20.3M
|
3.69M
$672M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
121KNew |
$17.6M - $19.3M
|
121K
$22.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
121K+ 135.73% |
$17.5M - $19.2M
|
210K
$38.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
113K+ 2.33% |
$16.4M - $18M
|
4.98M
$908M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
107K+ 4.68% |
$15.5M - $16.9M
|
2.39M
$435M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
106K+ 205.84% |
$15.3M - $16.8M
|
157K
$28.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
103K+ 1108.03% |
$15M - $16.4M
|
113K
$20.6M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
100KNew |
$14.5M - $15.9M
|
100K
$18.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
98.4K+ 2.88% |
$14.3M - $15.6M
|
3.52M
$641M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
96.4K+ 68.14% |
$14M - $15.3M
|
238K
$43.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
95.9K+ 399.34% |
$13.9M - $15.2M
|
120K
$21.8M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
95.2K+ 378.44% |
$13.8M - $15.1M
|
120K
$21.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
94.6K+ 50.72% |
$13.7M - $15M
|
281K
$51.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
89.7KNew |
$13M - $14.2M
|
89.7K
$16.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
89.6K+ 94.69% |
$13M - $14.2M
|
184K
$33.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
89K+ 10.38% |
$12.9M - $14.1M
|
947K
$172M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
88.3K+ 114.96% |
$12.8M - $14M
|
165K
$30.1M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
85.2K+ 73.89% |
$12.3M - $13.5M
|
201K
$36.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
83.9KNew |
$12.1M - $13.3M
|
83.9K
$15.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
83.6KNew |
$12.1M - $13.3M
|
83.6K
$15.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
77.1K+ 5.13% |
$11.2M - $12.2M
|
1.58M
$288M
|
|
|
Feb 10, 2023
Q4 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
75.3KNew |
$10.9M - $12M
|
75.3K
$13.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
73.3K+ 12.04% |
$10.6M - $11.6M
|
682K
$124M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
71.2KNew |
$10.3M - $11.3M
|
71.2K
$13M
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
70.8KNew |
$10.3M - $11.2M
|
70.8K
$12.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
70.2KNew |
$10.2M - $11.1M
|
70.2K
$12.8M
|