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 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4+ 0.12% |
$729 - $729
|
3.21K
$584K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.12K+ 15.56% |
$1.12M - $1.12M
|
45.5K
$8.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
35.1K+ 449.88% |
$6.4M - $6.4M
|
42.9K
$7.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.65K+ 8.64% |
$483K - $483K
|
33.3K
$6.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
SELL
|
- |
-1.55K- 15.6% |
$282K - $282K
|
8.36K
$1.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-438- 4.61% |
$79.8K - $79.8K
|
9.05K
$1.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1- 0.18% |
$182 - $182
|
569
$104K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
2.35K+ 7.95% |
$429K - $429K
|
31.9K
$5.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
116+ 8.29% |
$21.1K - $21.1K
|
1.52K
$276K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-351- 0.58% |
$63.9K - $63.9K
|
60.4K
$11M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-58- 0.78% |
$10.6K - $10.6K
|
7.36K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-309- 13.6% |
$56.3K - $56.3K
|
1.96K
$358K
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
217+ 3.51% |
$39.5K - $39.5K
|
6.4K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-14.9K- 5.12% |
$2.72M - $2.72M
|
277K
$50.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-106- 0.68% |
$19.3K - $19.3K
|
15.4K
$2.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
929+ 4.28% |
$169K - $169K
|
22.6K
$4.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-116- 0.89% |
$21.1K - $21.1K
|
12.9K
$2.34M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.62KNew |
$1.02M - $1.02M
|
5.62K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
226+ 2.2% |
$41.2K - $41.2K
|
10.5K
$1.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
58+ 0.32% |
$10.6K - $10.6K
|
18.4K
$3.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-12.2K- 5.12% |
$2.21M - $2.21M
|
225K
$41.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-40- 1.28% |
$7.29K - $7.29K
|
3.09K
$562K
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
76.1KNew |
$13.9M - $13.9M
|
76.1K
$13.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
785+ 0.69% |
$143K - $143K
|
115K
$20.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.82KNew |
$332K - $332K
|
1.82K
$332K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
335New |
$61K - $61K
|
335
$61K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
654+ 1.73% |
$119K - $119K
|
38.4K
$6.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.56K+ 48.71% |
$466K - $466K
|
7.81K
$1.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
3.41K+ 7.85% |
$621K - $621K
|
46.9K
$8.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
149+ 24.23% |
$27.1K - $27.1K
|
764
$139K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1- 0.06% |
$182 - $182
|
1.69K
$308K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.01% |
$182 - $182
|
8.39K
$1.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-269- 9.91% |
$49K - $49K
|
2.45K
$445K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.22K+ 6.09% |
$1.13M - $1.13M
|
108K
$19.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-141- 3.58% |
$25.7K - $25.7K
|
3.8K
$692K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
12+ 0.36% |
$2.19K - $2.19K
|
3.38K
$615K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-902- 0.99% |
$164K - $164K
|
90.5K
$16.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.03K- 2.46% |
$369K - $369K
|
80.4K
$14.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
7+ 0.37% |
$1.28K - $1.28K
|
1.88K
$342K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-12.2K- 15.7% |
$2.22M - $2.22M
|
65.4K
$11.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
145New |
$26.4K - $26.4K
|
145
$26.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-143- 3.56% |
$26K - $26K
|
3.87K
$705K
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-40- 2.56% |
$7.29K - $7.29K
|
1.52K
$277K
|
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-98- 0.96% |
$17.9K - $17.9K
|
10.1K
$1.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
934New |
$170K - $170K
|
934
$170K
|
|
|
Nov 06, 2024
Q3 2024
|
Gouws Capital LLC
|
SELL
|
- |
-66- 0.39% |
$12K - $12K
|
16.9K
$3.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
313+ 19.48% |
$57K - $57K
|
1.92K
$350K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-392- 2.01% |
$71.4K - $71.4K
|
19.1K
$3.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-130- 0.9% |
$23.7K - $23.7K
|
14.2K
$2.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-191- 13.72% |
$34.8K - $34.8K
|
1.2K
$219K
|