Latest Institutional Transactions on Vanguard Dividend Appreciation (VIG)
This table provides information on the latest institutional transactions involving Vanguard Dividend Appreciation (VIG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.74K+ 134.04% |
$630K - $685K
|
6.53K
$1.18M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-366- 4.6% |
$61.7K - $67K
|
7.58K
$1.37M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-803- 16.99% |
$135K - $147K
|
3.92K
$710K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
16.7KNew |
$2.82M - $3.06M
|
16.7K
$3.03M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-913- 8.62% |
$154K - $167K
|
9.68K
$1.75M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
718K+ 757.72% |
$121M - $131M
|
813K
$147M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.29% |
$4.04K - $4.39K
|
8.35K
$1.51M
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
576New |
$97K - $105K
|
576
$104K
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
25+ 1.54% |
$4.21K - $4.57K
|
1.65K
$298K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.85K- 1.08% |
$311K - $338K
|
169K
$30.5M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-565- 1.95% |
$95.2K - $103K
|
28.4K
$5.14M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.67K+ 53.75% |
$619K - $672K
|
10.5K
$1.9M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
26+ 1.19% |
$4.38K - $4.76K
|
2.21K
$400K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.13KNew |
$865K - $939K
|
5.13K
$929K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
362+ 17.25% |
$61K - $66.2K
|
2.46K
$445K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.94K- 24.82% |
$495K - $537K
|
8.9K
$1.61M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.99K+ 5.03% |
$335K - $363K
|
41.5K
$7.5M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.3% |
$168 - $183
|
338
$61.1K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-181- 6.58% |
$30.5K - $33.1K
|
2.57K
$465K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.69K- 14.3% |
$284K - $308K
|
10.1K
$1.83M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
85+ 0.76% |
$14.3K - $15.6K
|
11.3K
$2.05M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
101+ 2.02% |
$17K - $18.5K
|
5.09K
$922K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
1.11KNew |
$186K - $203K
|
1.11K
$200K
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.79KNew |
$301K - $327K
|
1.79K
$323K
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-68.1K- 98.35% |
$11.5M - $12.5M
|
1.14K
$207K
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
5+ 0.02% |
$842 - $915
|
24K
$4.35M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.3K- 11.76% |
$1.74M - $1.89M
|
77.3K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-421- 6.11% |
$70.9K - $77K
|
6.47K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-539- 26.08% |
$90.8K - $98.6K
|
1.53K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-1- 0.01% |
$168 - $183
|
19.8K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.4K+ 5.69% |
$3.28M - $3.56M
|
361K
$65.3M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
20+ 0.07% |
$3.37K - $3.66K
|
27.5K
$4.97M
|
|
|
May 15, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
7.46KNew |
$1.26M - $1.37M
|
7.46K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.28K- 21.45% |
$215K - $233K
|
4.67K
$845K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-34- 1.6% |
$5.73K - $6.22K
|
2.09K
$377K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
155+ 0.36% |
$26.1K - $28.4K
|
42.6K
$7.71M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-908- 0.97% |
$153K - $166K
|
92.3K
$16.7M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10K+ 52.37% |
$1.69M - $1.83M
|
29.1K
$5.27M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-59.6K- 4.54% |
$10M - $10.9M
|
1.25M
$227M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
183+ 0.27% |
$30.8K - $33.5K
|
66.9K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.23K+ 0.85% |
$712K - $773K
|
500K
$90.5M
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-925- 23.83% |
$156K - $169K
|
2.96K
$535K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
153+ 0.19% |
$25.8K - $28K
|
81.1K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.34K+ 8.25% |
$394K - $428K
|
30.7K
$5.55M
|
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-354- 6.03% |
$59.6K - $64.8K
|
5.52K
$999K
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.63KNew |
$1.29M - $1.4M
|
7.63K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-1.4K- 1.4% |
$235K - $256K
|
98.6K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
56New |
$9.43K - $10.2K
|
56
$10.1K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-232- 3.08% |
$39.1K - $42.5K
|
7.31K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
1+ 0.02% |
$168 - $183
|
4.26K
$771K
|
|