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 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.68K+ 4.94% |
$488K - $488K
|
56.9K
$10.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
9New |
$1.64K - $1.64K
|
9
$1.64K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.37K+ 4.87% |
$249K - $249K
|
29.4K
$5.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
307+ 5.22% |
$55.9K - $55.9K
|
6.19K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.85KNew |
$338K - $338K
|
1.85K
$338K
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
10+ 0.26% |
$1.82K - $1.82K
|
3.92K
$715K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.06% |
$364 - $364
|
3.63K
$661K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.02K- 15.13% |
$1.64M - $1.64M
|
50.6K
$9.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-641- 0.32% |
$117K - $117K
|
202K
$36.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-26- 0.47% |
$4.74K - $4.74K
|
5.56K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-692- 40.37% |
$126K - $126K
|
1.02K
$186K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.05K+ 157.36% |
$191K - $191K
|
1.71K
$312K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
385+ 26.63% |
$70.1K - $70.1K
|
1.83K
$334K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.52K+ 8.45% |
$277K - $277K
|
19.5K
$3.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-151- 2.89% |
$27.5K - $27.5K
|
5.08K
$924K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-709- 3.61% |
$129K - $129K
|
18.9K
$3.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
923+ 0.99% |
$168K - $168K
|
94.1K
$17.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
15.4K+ 808.15% |
$2.8M - $2.8M
|
17.3K
$3.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
759+ 14.97% |
$138K - $138K
|
5.83K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.08KNew |
$197K - $197K
|
1.08K
$197K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.21K- 2.35% |
$220K - $220K
|
50.2K
$9.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-14.3K- 30.82% |
$2.61M - $2.61M
|
32.2K
$5.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
8.5K+ 21.48% |
$1.55M - $1.55M
|
48.1K
$8.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-568- 2.73% |
$103K - $103K
|
20.2K
$3.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.81K+ 57.66% |
$329K - $329K
|
4.94K
$899K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
3.3KNew |
$601K - $601K
|
3.3K
$601K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
101+ 1.29% |
$18.4K - $18.4K
|
7.94K
$1.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
100+ 3.53% |
$18.2K - $18.2K
|
2.93K
$534K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
760+ 1.25% |
$138K - $138K
|
61.3K
$11.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.14KNew |
$389K - $389K
|
2.14K
$389K
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1+ 0.01% |
$182 - $182
|
13.5K
$2.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
179K+ 108.22% |
$32.7M - $32.7M
|
345K
$62.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
8.11K+ 11.37% |
$1.48M - $1.48M
|
79.5K
$14.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
167+ 2.91% |
$30.4K - $30.4K
|
5.91K
$1.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
667+ 16.35% |
$121K - $121K
|
4.75K
$865K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
14.9K+ 20.53% |
$2.71M - $2.71M
|
87.2K
$15.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
430+ 2.49% |
$78.3K - $78.3K
|
17.7K
$3.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
695+ 6.61% |
$127K - $127K
|
11.2K
$2.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
96+ 0.4% |
$17.5K - $17.5K
|
24.3K
$4.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.89K+ 14.64% |
$344K - $344K
|
14.8K
$2.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-100- 1.39% |
$18.2K - $18.2K
|
7.1K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-50- 1.91% |
$9.11K - $9.11K
|
2.57K
$468K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
857+ 13.94% |
$156K - $156K
|
7K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
43+ 0.35% |
$7.83K - $7.83K
|
12.3K
$2.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
569+ 7.94% |
$104K - $104K
|
7.74K
$1.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-8- 0.43% |
$1.46K - $1.46K
|
1.87K
$341K
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-1- -0.0% |
$182 - $182
|
25.1K
$4.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-119- 2.37% |
$21.7K - $21.7K
|
4.9K
$892K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
5+ 0.08% |
$911 - $911
|
6.47K
$1.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
42+ 1.55% |
$7.65K - $7.65K
|
2.76K
$503K
|