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 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$182 - $182
|
3.11K
$566K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-29- 0.14% |
$5.28K - $5.28K
|
20K
$3.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-877- 11.16% |
$160K - $160K
|
6.98K
$1.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
543+ 1.02% |
$98.9K - $98.9K
|
53.8K
$9.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
54+ 0.67% |
$9.84K - $9.84K
|
8.08K
$1.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
60+ 4.47% |
$10.9K - $10.9K
|
1.4K
$255K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
160+ 66.95% |
$29.1K - $29.1K
|
399
$72.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6.9K+ 3.79% |
$1.26M - $1.26M
|
189K
$34.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.23KNew |
$223K - $223K
|
1.23K
$223K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
699+ 6.87% |
$127K - $127K
|
10.9K
$1.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-24.7K- 82.41% |
$4.51M - $4.51M
|
5.28K
$962K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-43- 1.71% |
$7.83K - $7.83K
|
2.47K
$450K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.5K- 8.29% |
$274K - $274K
|
16.6K
$3.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.03KNew |
$188K - $188K
|
1.03K
$188K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-493- 3.43% |
$89.8K - $89.8K
|
13.9K
$2.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-24- 1.0% |
$4.37K - $4.37K
|
2.37K
$431K
|
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
9.41K+ 20.88% |
$1.71M - $1.71M
|
54.5K
$9.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
592+ 24.98% |
$108K - $108K
|
2.96K
$540K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2+ 0.07% |
$364 - $364
|
2.74K
$498K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.97K+ 8.59% |
$905K - $905K
|
62.8K
$11.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
144New |
$26.2K - $26.2K
|
144
$26.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-10- 0.1% |
$1.82K - $1.82K
|
9.99K
$1.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
154K+ 7.46% |
$28M - $28M
|
2.22M
$404M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
32+ 133.33% |
$5.83K - $5.83K
|
56
$10.2K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-889- 7.06% |
$162K - $162K
|
11.7K
$2.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.27KNew |
$777K - $777K
|
4.27K
$777K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-579- 2.51% |
$105K - $105K
|
22.5K
$4.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.16KNew |
$211K - $211K
|
1.16K
$211K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-67- 0.31% |
$12.2K - $12.2K
|
21.3K
$3.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.12KNew |
$387K - $387K
|
2.12K
$387K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
44.1K+ 423.92% |
$8.03M - $8.03M
|
54.5K
$9.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-124- 8.8% |
$22.6K - $22.6K
|
1.29K
$234K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.65K- 3.91% |
$1.39M - $1.39M
|
188K
$34.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
191+ 6.74% |
$34.8K - $34.8K
|
3.02K
$551K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
699+ 6.34% |
$127K - $127K
|
11.7K
$2.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
3.46K+ 6.45% |
$630K - $630K
|
57.1K
$10.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-2.58K- 70.69% |
$470K - $470K
|
1.07K
$195K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
245+ 0.88% |
$44.6K - $44.6K
|
28.2K
$5.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-512- 24.24% |
$93.3K - $93.3K
|
1.6K
$291K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
314+ 0.18% |
$57.2K - $57.2K
|
175K
$31.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
665+ 4.94% |
$121K - $121K
|
14.1K
$2.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-955- 22.07% |
$174K - $174K
|
3.37K
$614K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.59K+ 2.25% |
$472K - $472K
|
118K
$21.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
18+ 0.51% |
$3.28K - $3.28K
|
3.57K
$650K
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
BUY
|
- |
1.03KNew |
$187K - $187K
|
1.03K
$187K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.3K+ 63.5% |
$419K - $419K
|
5.93K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.84K+ 2.5% |
$335K - $335K
|
75.6K
$13.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-228- 2.7% |
$41.5K - $41.5K
|
8.23K
$1.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.03KNew |
$187K - $187K
|
1.03K
$187K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.1K- 20.09% |
$929K - $929K
|
20.3K
$3.7M
|