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
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
18.7K+ 1.95% |
$3.41M - $3.41M
|
978K
$178M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
490+ 2.82% |
$89.3K - $89.3K
|
17.9K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.33K- 32.7% |
$1.33M - $1.33M
|
15.1K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-670- 0.92% |
$122K - $122K
|
72K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
79+ 0.64% |
$14.4K - $14.4K
|
12.4K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.65K+ 22.54% |
$1.03M - $1.03M
|
30.7K
$5.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.73K- 4.75% |
$861K - $861K
|
94.7K
$17.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
247+ 1.94% |
$45K - $45K
|
13K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.02K- 50.44% |
$368K - $368K
|
1.98K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-865- 2.58% |
$158K - $158K
|
32.7K
$5.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-120- 1.69% |
$21.9K - $21.9K
|
6.96K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
115+ 7.22% |
$20.9K - $20.9K
|
1.71K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
107+ 1.38% |
$19.5K - $19.5K
|
7.87K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
66+ 1.07% |
$12K - $12K
|
6.22K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
14+ 0.6% |
$2.55K - $2.55K
|
2.35K
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
939+ 74.7% |
$171K - $171K
|
2.2K
$400K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.2K+ 1.19% |
$583K - $583K
|
273K
$49.7M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
7.33K+ 13.16% |
$1.33M - $1.33M
|
63K
$11.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
25+ 2.19% |
$4.55K - $4.55K
|
1.17K
$213K
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1.03KNew |
$187K - $187K
|
1.03K
$187K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
16.6KNew |
$3.03M - $3.03M
|
16.6K
$3.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
124K+ 3.9% |
$22.5M - $22.5M
|
3.3M
$600M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.73K+ 52.26% |
$314K - $314K
|
5.03K
$916K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
130+ 0.44% |
$23.7K - $23.7K
|
30K
$5.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.83K+ 3.08% |
$334K - $334K
|
61.3K
$11.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-5- 0.11% |
$911 - $911
|
4.55K
$828K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
52+ 0.48% |
$9.47K - $9.47K
|
10.8K
$1.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-97- 1.13% |
$17.7K - $17.7K
|
8.51K
$1.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
626+ 11.14% |
$114K - $114K
|
6.24K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-888- 6.23% |
$162K - $162K
|
13.4K
$2.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2+ 0.13% |
$364 - $364
|
1.52K
$277K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2.57K+ 6.51% |
$467K - $467K
|
42K
$7.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-885- 10.04% |
$161K - $161K
|
7.93K
$1.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.25K+ 2.02% |
$227K - $227K
|
63K
$11.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.08K- 19.27% |
$379K - $379K
|
8.71K
$1.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-18- 0.49% |
$3.28K - $3.28K
|
3.67K
$669K
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.2K+ 7.34% |
$219K - $219K
|
17.5K
$3.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.03K- 3.05% |
$188K - $188K
|
32.7K
$5.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-18- 0.54% |
$3.28K - $3.28K
|
3.32K
$605K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-395- 3.32% |
$71.9K - $71.9K
|
11.5K
$2.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.2K- 30.92% |
$218K - $218K
|
2.67K
$487K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.93KNew |
$534K - $534K
|
2.93K
$534K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.44K- 1.23% |
$445K - $445K
|
197K
$35.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1+ 0.01% |
$182 - $182
|
13.4K
$2.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27K- 6.6% |
$4.92M - $4.92M
|
382K
$69.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-33- 0.98% |
$6.01K - $6.01K
|
3.34K
$608K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.75K+ 1.61% |
$318K - $318K
|
110K
$20.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4+ 0.08% |
$729 - $729
|
5.06K
$921K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-731- 6.82% |
$133K - $133K
|
9.98K
$1.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
26+ 0.47% |
$4.74K - $4.74K
|
5.6K
$1.02M
|