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 |
---|---|---|---|---|---|---|---|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-21- 0.64% |
N/A
|
3.29K
$598K
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
156+ 3.45% |
N/A
|
4.68K
$853K
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-276- 2.26% |
N/A
|
12K
$2.18M
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-228- 1.25% |
N/A
|
18.1K
$3.29M
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1- 0.01% |
N/A
|
6.87K
$1.25M
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-27- 0.28% |
N/A
|
9.69K
$1.76M
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
14+ 0.07% |
N/A
|
19.5K
$3.56M
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
106+ 1.37% |
N/A
|
7.86K
$1.43M
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.24K+ 29.41% |
N/A
|
5.47K
$995K
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-425- 0.91% |
N/A
|
46.2K
$8.41M
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.7K- 3.1% |
N/A
|
53.1K
$9.66M
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
55+ 1.99% |
N/A
|
2.82K
$513K
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.03KNew |
N/A
|
2.03K
$370K
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
70+ 2.89% |
N/A
|
2.49K
$453K
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
7.43K+ 5.47% |
N/A
|
143K
$26.1M
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
150+ 7.4% |
N/A
|
2.18K
$397K
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-655- 1.53% |
N/A
|
42.1K
$7.67M
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
818+ 4.23% |
N/A
|
20.2K
$3.67M
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
12+ 0.29% |
N/A
|
4.2K
$765K
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
93+ 5.08% |
N/A
|
1.93K
$351K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-155- 7.27% |
N/A
|
1.98K
$360K
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
711+ 15.05% |
N/A
|
5.43K
$990K
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
46+ 0.74% |
N/A
|
6.22K
$1.13M
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
173+ 0.31% |
N/A
|
55.5K
$10.1M
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
254+ 3.71% |
N/A
|
7.1K
$1.29M
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-338- 21.95% |
N/A
|
1.2K
$219K
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-55- 0.58% |
N/A
|
9.42K
$1.72M
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
5.36K+ 14.36% |
N/A
|
42.7K
$7.77M
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
700+ 6.08% |
N/A
|
12.2K
$2.22M
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.76K+ 38.33% |
N/A
|
24.4K
$4.44M
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
3.27K+ 8.82% |
N/A
|
40.4K
$7.36M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-38K- 60.21% |
N/A
|
25.1K
$4.58M
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
97+ 41.99% |
N/A
|
328
$59.7K
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-896- 45.12% |
N/A
|
1.09K
$199K
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-693- 19.85% |
N/A
|
2.8K
$510K
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
24+ 12.97% |
N/A
|
209
$38.1K
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
351+ 1.07% |
N/A
|
33.2K
$6.04M
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.01K- 8.16% |
N/A
|
11.3K
$2.07M
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.56K- 7.4% |
N/A
|
19.5K
$3.55M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-35.9K- 3.99% |
N/A
|
864K
$157M
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3+ 0.06% |
N/A
|
5.36K
$976K
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
456+ 35.43% |
N/A
|
1.74K
$317K
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
127+ 5.19% |
N/A
|
2.58K
$469K
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
47+ 0.2% |
N/A
|
23.9K
$4.35M
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-20- 0.1% |
N/A
|
19.2K
$3.5M
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-2.1K- 17.75% |
N/A
|
9.71K
$1.77M
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.03K+ 14.87% |
N/A
|
7.93K
$1.44M
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.85K- 10.46% |
N/A
|
15.8K
$2.88M
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.23KNew |
N/A
|
1.23K
$224K
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-64- 3.72% |
N/A
|
1.66K
$302K
|