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 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
|
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
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.2K+ 2.54% |
N/A
|
48.3K
$8.8M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.81K- 0.88% |
N/A
|
317K
$57.8M
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-187- 1.45% |
N/A
|
12.7K
$2.32M
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-9- 0.23% |
N/A
|
3.94K
$718K
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-5.65K- 10.64% |
N/A
|
47.5K
$8.64M
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-19.4K- 49.33% |
N/A
|
19.9K
$3.63M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.12K+ 1.4% |
N/A
|
81.2K
$14.8M
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-723- 20.06% |
N/A
|
2.88K
$525K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
50.9K+ 6.06% |
N/A
|
891K
$162M
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-14.5K- 33.31% |
N/A
|
29.1K
$5.29M
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-318- 9.04% |
N/A
|
3.2K
$583K
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.19K- 0.9% |
N/A
|
131K
$23.8M
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
113+ 1.08% |
N/A
|
10.5K
$1.92M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.87M- 11.59% |
N/A
|
21.9M
$3.98B
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
107K+ 0.86% |
N/A
|
12.5M
$2.28B
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.14K- 1.54% |
N/A
|
72.5K
$13.2M
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-19.1K- 80.55% |
N/A
|
4.62K
$842K
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
341+ 0.17% |
N/A
|
197K
$35.8M
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
1.74K+ 1.74% |
N/A
|
102K
$18.5M
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.4K- 25.45% |
N/A
|
4.1K
$747K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.54K+ 0.27% |
N/A
|
932K
$170M
|