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 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
2+ 0.13% |
N/A
|
1.57K
$285K
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-349- 68.03% |
N/A
|
164
$29.9K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.85K- 24.32% |
N/A
|
15.1K
$2.75M
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-402- 2.22% |
N/A
|
17.7K
$3.23M
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-37- 1.18% |
N/A
|
3.11K
$567K
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
37.1K+ 95.68% |
N/A
|
75.9K
$13.8M
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 0.03% |
N/A
|
12.8K
$2.32M
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
198New |
N/A
|
198
$36.1K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.75K- 13.49% |
N/A
|
11.3K
$2.05M
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
695KNew |
N/A
|
695K
$127M
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.23K+ 244.22% |
N/A
|
1.73K
$315K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
97+ 1.31% |
N/A
|
7.51K
$1.37M
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.81K+ 1.29% |
N/A
|
143K
$26M
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-29- 1.61% |
N/A
|
1.78K
$323K
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
26.3K+ 912.26% |
N/A
|
29.1K
$5.31M
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-190- 2.53% |
N/A
|
7.33K
$1.33M
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-31.1K- 4.65% |
N/A
|
639K
$116M
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
30+ 0.07% |
N/A
|
42.1K
$7.67M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-41- 1.77% |
N/A
|
2.28K
$415K
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1New |
N/A
|
1
$182
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
24+ 0.33% |
N/A
|
7.19K
$1.31M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
107K+ 35.7% |
N/A
|
408K
$74.2M
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
19.3K+ 2.02% |
N/A
|
976K
$178M
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
13+ 0.33% |
N/A
|
3.94K
$717K
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
4.82K+ 5.41% |
N/A
|
93.9K
$17.1M
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 0.36% |
N/A
|
280
$51K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-311- 97.19% |
N/A
|
9
$1.64K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-239- 0.62% |
N/A
|
38.1K
$6.94M
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2+ 0.09% |
N/A
|
2.16K
$394K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-188- 0.63% |
N/A
|
29.4K
$5.36M
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-234- 4.92% |
N/A
|
4.53K
$824K
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
1.24K+ 14.25% |
N/A
|
9.94K
$1.81M
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-195- 0.7% |
N/A
|
27.8K
$5.07M
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
48+ 0.48% |
N/A
|
9.97K
$1.82M
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.3K- 3.89% |
N/A
|
32.1K
$5.84M
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.5K- 2.2% |
N/A
|
66.7K
$12.2M
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
14KNew |
N/A
|
14K
$2.54M
|
|
May 15, 2025
Q1 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
6+ 0.07% |
N/A
|
8.22K
$1.5M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
84K+ 304.16% |
N/A
|
112K
$20.3M
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.16K+ 7.25% |
N/A
|
76.3K
$13.9M
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.75K- 17.88% |
N/A
|
8.04K
$1.47M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.82K+ 3.05% |
N/A
|
230K
$41.9M
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
6+ 0.17% |
N/A
|
3.44K
$627K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.78KNew |
N/A
|
1.78K
$324K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.52K- 21.48% |
N/A
|
12.9K
$2.35M
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-97- 5.46% |
N/A
|
1.68K
$306K
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-345- 15.79% |
N/A
|
1.84K
$335K
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
4.09K+ 2.58% |
N/A
|
163K
$29.6M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-38.6K- 36.65% |
N/A
|
66.7K
$12.1M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.77K- 6.12% |
N/A
|
42.4K
$7.73M
|