Note Advisors, LLC Vanguard Dividend Appreciation Transaction History
Note Advisors, LLC
- $168 Billion
- Q3 2025
A detailed history of Note Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Note Advisors, LLC holds 8,329 shares of VIG stock, worth $1.52 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
8,329
Previous 7,554
10.26%
Holding current value
$1.52 Million
Previous $1.55 Billion
16.25%
% of portfolio
1.07%
Previous 1.07%
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,654Shares Held
225MCall Options Held
502KPut Options Held
109K-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.27% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.38% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.6MShares$1.92 Billion0.03% of portfolio
-
Wealthfront Advisers LLC9.59MShares$1.75 Billion4.2% of portfolio