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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-38- 3.09% |
$6.92K - $6.92K
|
1.19K
$217K
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-41- 1.76% |
$7.47K - $7.47K
|
2.28K
$416K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.42K+ 15.69% |
$987K - $987K
|
40K
$7.28M
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
7+ 0.1% |
$1.28K - $1.28K
|
6.76K
$1.23M
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
161+ 6.35% |
$29.3K - $29.3K
|
2.7K
$491K
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.2KNew |
$401K - $401K
|
2.2K
$401K
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-637- 2.34% |
$116K - $116K
|
26.5K
$4.83M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
82.9K+ 1.23% |
$15.1M - $15.1M
|
6.82M
$1.24B
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
147+ 2.74% |
$26.8K - $26.8K
|
5.52K
$1M
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
272+ 7.55% |
$49.5K - $49.5K
|
3.87K
$706K
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.41K+ 63.73% |
$257K - $257K
|
3.62K
$659K
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
16.8K+ 11.73% |
$3.07M - $3.07M
|
160K
$29.2M
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
15.3K+ 19.66% |
$2.78M - $2.78M
|
92.9K
$16.9M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.13K+ 1.66% |
$206K - $206K
|
69.1K
$12.6M
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.88K- 4.13% |
$524K - $524K
|
66.7K
$12.1M
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.75K+ 5.41% |
$319K - $319K
|
34.2K
$6.22M
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.66K- 2.43% |
$302K - $302K
|
66.5K
$12.1M
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
122+ 3.97% |
$22.2K - $22.2K
|
3.2K
$582K
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.02K- 18.35% |
$185K - $185K
|
4.53K
$824K
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-539- 1.12% |
$98.2K - $98.2K
|
47.7K
$8.69M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9.94K+ 2170.09% |
$1.81M - $1.81M
|
10.4K
$1.89M
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-510- 0.36% |
$92.9K - $92.9K
|
143K
$26M
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.97K+ 2.02% |
$359K - $359K
|
99.3K
$18.1M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.29K+ 16.38% |
$1.33M - $1.33M
|
51.8K
$9.44M
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
451KNew |
$82.1M - $82.1M
|
451K
$82.1M
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1.44K- 1.31% |
$262K - $262K
|
109K
$19.8M
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
886+ 2.47% |
$161K - $161K
|
36.7K
$6.68M
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
1.03KNew |
$187K - $187K
|
1.03K
$187K
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
700+ 14.34% |
$128K - $128K
|
5.58K
$1.02M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
143K+ 25.7% |
$26M - $26M
|
699K
$127M
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-205- 3.3% |
$37.3K - $37.3K
|
6K
$1.09M
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-50- 2.67% |
$9.11K - $9.11K
|
1.82K
$332K
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.62K- 40.75% |
$478K - $478K
|
3.81K
$694K
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-15- 0.53% |
$2.73K - $2.73K
|
2.79K
$508K
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.43K+ 78.2% |
$443K - $443K
|
5.54K
$1.01M
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.07K+ 142.34% |
$195K - $195K
|
1.82K
$332K
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-16- 0.8% |
$2.91K - $2.91K
|
1.97K
$359K
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-2.01K- 5.07% |
$366K - $366K
|
37.7K
$6.87M
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
347+ 1.25% |
$63.2K - $63.2K
|
28.2K
$5.14M
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
236+ 9.53% |
$43K - $43K
|
2.71K
$494K
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
137+ 2.92% |
$25K - $25K
|
4.82K
$878K
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.04K+ 1.14% |
$190K - $190K
|
92K
$16.8M
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5+ 0.42% |
$911 - $911
|
1.19K
$216K
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.75K- 3.36% |
$319K - $319K
|
50.4K
$9.17M
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-210- 14.77% |
$38.3K - $38.3K
|
1.21K
$221K
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
166+ 9.05% |
$30.2K - $30.2K
|
2K
$364K
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-428- 4.53% |
$78K - $78K
|
9.03K
$1.64M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-195- 2.66% |
$35.5K - $35.5K
|
7.12K
$1.3M
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.66K+ 1.69% |
$849K - $849K
|
280K
$51.1M
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
284K+ 286.42% |
$51.7M - $51.7M
|
383K
$69.8M
|