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 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-135- 0.51% |
$24.6K - $24.6K
|
26.4K
$4.81M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
270New |
$49.2K - $49.2K
|
270
$49.2K
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.54K- 14.56% |
$462K - $462K
|
14.9K
$2.71M
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.2K- 24.8% |
$219K - $219K
|
3.65K
$664K
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
293+ 1.33% |
$53.4K - $53.4K
|
22.3K
$4.07M
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-1.37K- 1.48% |
$249K - $249K
|
91.2K
$16.6M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-6.57K- 5.8% |
$1.2M - $1.2M
|
107K
$19.4M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
315K+ 5.73% |
$57.4M - $57.4M
|
5.81M
$1.06B
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-5- 0.06% |
$911 - $911
|
8.81K
$1.6M
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-329- 5.65% |
$59.9K - $59.9K
|
5.49K
$1M
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
590+ 11.88% |
$107K - $107K
|
5.56K
$1.01M
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-103- 7.87% |
$18.8K - $18.8K
|
1.21K
$219K
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
9.84K+ 13.31% |
$1.79M - $1.79M
|
83.8K
$15.3M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.04% |
$8.38K - $8.38K
|
125K
$22.7M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3.71KNew |
$676K - $676K
|
3.71K
$676K
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.11K- 2.64% |
$201K - $201K
|
40.8K
$7.44M
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-47- 5.02% |
$8.56K - $8.56K
|
889
$162K
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-42- 1.74% |
$7.65K - $7.65K
|
2.38K
$433K
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-40- 0.12% |
$7.29K - $7.29K
|
33.5K
$6.1M
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.45K+ 18.41% |
$629K - $629K
|
22.2K
$4.04M
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
15+ 0.89% |
$2.73K - $2.73K
|
1.7K
$309K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-506- 1.03% |
$92.2K - $92.2K
|
48.8K
$8.9M
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-333- 6.83% |
$60.7K - $60.7K
|
4.54K
$828K
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
17.6KNew |
$3.2M - $3.2M
|
17.6K
$3.2M
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
135+ 2.29% |
$24.6K - $24.6K
|
6.03K
$1.1M
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
757+ 0.64% |
$138K - $138K
|
119K
$21.6M
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 20.41% |
$1.82K - $1.82K
|
39
$7.1K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22.7K- 49.75% |
$4.13M - $4.13M
|
22.9K
$4.17M
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-2.06K- 12.77% |
$374K - $374K
|
14K
$2.56M
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-34- 11.45% |
$6.19K - $6.19K
|
263
$47.9K
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
14.1K+ 1159.01% |
$2.57M - $2.57M
|
15.3K
$2.79M
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-154- 5.16% |
$28.1K - $28.1K
|
2.83K
$515K
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-5- 0.13% |
$911 - $911
|
3.91K
$712K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-716- 2.69% |
$130K - $130K
|
25.9K
$4.72M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-173- 0.9% |
$31.5K - $31.5K
|
19.1K
$3.47M
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.19K+ 14.21% |
$217K - $217K
|
9.57K
$1.74M
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
9+ 0.3% |
$1.64K - $1.64K
|
2.97K
$541K
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-477- 2.87% |
$86.9K - $86.9K
|
16.1K
$2.94M
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.75K- 2.02% |
$319K - $319K
|
85.1K
$15.5M
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
44+ 122.22% |
$8.01K - $8.01K
|
80
$14.6K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-845- 8.81% |
$154K - $154K
|
8.74K
$1.59M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
13.5K+ 1.52% |
$2.45M - $2.45M
|
899K
$164M
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-2.04K- 2.55% |
$371K - $371K
|
77.8K
$14.2M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
290+ 0.26% |
$52.8K - $52.8K
|
110K
$20M
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
36+ 1.39% |
$6.56K - $6.56K
|
2.62K
$477K
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.39K- 1.46% |
$617K - $617K
|
229K
$41.6M
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-33- 1.02% |
$6.01K - $6.01K
|
3.19K
$582K
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.49KNew |
$453K - $453K
|
2.49K
$453K
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1.2KNew |
$218K - $218K
|
1.2K
$218K
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.61KNew |
$294K - $294K
|
1.61K
$294K
|