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 |
---|---|---|---|---|---|---|---|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
SELL
|
- |
-77- 0.78% |
$14K - $14K
|
9.78K
$1.78M
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
4+ 0.54% |
$729 - $729
|
748
$136K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.6K- 25.47% |
$3.21M - $3.21M
|
51.5K
$9.38M
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
7+ 0.5% |
$1.28K - $1.28K
|
1.4K
$255K
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
822+ 5.81% |
$150K - $150K
|
15K
$2.73M
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-40- 0.53% |
$7.29K - $7.29K
|
7.53K
$1.37M
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-579- 13.52% |
$105K - $105K
|
3.7K
$675K
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
895+ 2.0% |
$163K - $163K
|
45.7K
$8.33M
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-654- 14.05% |
$119K - $119K
|
4K
$729K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
457KNew |
$83.2M - $83.2M
|
457K
$83.2M
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-116- 5.45% |
$21.1K - $21.1K
|
2.01K
$367K
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
3+ 0.1% |
$546 - $546
|
2.92K
$532K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.79K- 21.81% |
$690K - $690K
|
13.6K
$2.47M
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
390+ 3.03% |
$71K - $71K
|
13.3K
$2.42M
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
11.3KNew |
$2.05M - $2.05M
|
11.3K
$2.05M
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10.1K+ 372.3% |
$1.85M - $1.85M
|
12.9K
$2.34M
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
95+ 2.34% |
$17.3K - $17.3K
|
4.15K
$755K
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.04K- 3.09% |
$189K - $189K
|
32.6K
$5.94M
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
683+ 383.71% |
$124K - $124K
|
861
$157K
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.29K- 28.12% |
$416K - $416K
|
5.84K
$1.06M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
40+ 0.63% |
$7.29K - $7.29K
|
6.39K
$1.16M
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-48- 0.15% |
$8.74K - $8.74K
|
31.8K
$5.79M
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
173+ 169.61% |
$31.5K - $31.5K
|
275
$50.1K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.06K+ 1.93% |
$1.47M - $1.47M
|
426K
$77.7M
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-170- 1.21% |
$31K - $31K
|
13.8K
$2.52M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-8.42K- 4.51% |
$1.53M - $1.53M
|
178K
$32.4M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.06K+ 1.7% |
$1.65M - $1.65M
|
542K
$98.8M
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-492- 1.32% |
$89.6K - $89.6K
|
36.9K
$6.73M
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-902- 99.23% |
$164K - $164K
|
7
$1.28K
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-11- 0.71% |
$2K - $2K
|
1.54K
$280K
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-184- 1.96% |
$33.5K - $33.5K
|
9.21K
$1.68M
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
141+ 4.1% |
$25.7K - $25.7K
|
3.58K
$652K
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
5.31K+ 68.42% |
$967K - $967K
|
13.1K
$2.38M
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
710+ 9.93% |
$129K - $129K
|
7.86K
$1.43M
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
13+ 0.45% |
$2.37K - $2.37K
|
2.89K
$526K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.76K+ 38.07% |
$320K - $320K
|
6.37K
$1.16M
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.04KNew |
$189K - $189K
|
1.04K
$189K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
43.2K+ 266.24% |
$7.87M - $7.87M
|
59.4K
$10.8M
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.04% |
$182 - $182
|
2.33K
$423K
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-190- 0.57% |
$34.6K - $34.6K
|
33.3K
$6.06M
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.63K- 0.39% |
$479K - $479K
|
674K
$123M
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-573- 0.72% |
$104K - $104K
|
79.1K
$14.4M
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
41New |
$7.47K - $7.47K
|
41
$7.47K
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
8+ 0.36% |
$1.46K - $1.46K
|
2.22K
$404K
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-14- 0.38% |
$2.55K - $2.55K
|
3.69K
$673K
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.15K- 1.47% |
$209K - $209K
|
76.5K
$13.9M
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.16K+ 16.68% |
$393K - $393K
|
15.1K
$2.75M
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-94- 0.07% |
$17.1K - $17.1K
|
132K
$24M
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-146- 0.31% |
$26.6K - $26.6K
|
46.8K
$8.53M
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-649- 0.6% |
$118K - $118K
|
108K
$19.7M
|