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 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-159- 0.6% |
$29K - $29K
|
26.5K
$4.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-29- 0.82% |
$5.28K - $5.28K
|
3.52K
$641K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-518- 28.43% |
$94.4K - $94.4K
|
1.3K
$238K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
228+ 0.59% |
$41.5K - $41.5K
|
38.7K
$7.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-163- 7.05% |
$29.7K - $29.7K
|
2.15K
$391K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
1.22KNew |
$223K - $223K
|
1.22K
$223K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
20.4KNew |
$3.72M - $3.72M
|
20.4K
$3.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-150- 1.05% |
$27.3K - $27.3K
|
14.1K
$2.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-851- 4.1% |
$155K - $155K
|
19.9K
$3.63M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
485KNew |
$88.3M - $88.3M
|
485K
$88.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
335+ 3.22% |
$61K - $61K
|
10.7K
$1.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
263+ 2.41% |
$47.9K - $47.9K
|
11.2K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-256- 0.42% |
$46.6K - $46.6K
|
61.1K
$11.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-118- 3.64% |
$21.5K - $21.5K
|
3.13K
$570K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
8.94K+ 3.93% |
$1.63M - $1.63M
|
237K
$43.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-124- 1.36% |
$22.6K - $22.6K
|
9.02K
$1.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-519- 2.81% |
$94.5K - $94.5K
|
17.9K
$3.27M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-394- 11.4% |
$71.8K - $71.8K
|
3.06K
$558K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11+ 0.5% |
$2K - $2K
|
2.23K
$406K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.07K+ 4.4% |
$195K - $195K
|
25.4K
$4.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
289+ 7.04% |
$52.6K - $52.6K
|
4.4K
$801K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-432- 3.63% |
$78.7K - $78.7K
|
11.5K
$2.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.8KNew |
$874K - $874K
|
4.8K
$874K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
5.91K+ 8.2% |
$1.08M - $1.08M
|
77.9K
$14.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-394- 22.84% |
$71.8K - $71.8K
|
1.33K
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
195+ 5.63% |
$35.5K - $35.5K
|
3.66K
$666K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
285+ 22.09% |
$51.9K - $51.9K
|
1.58K
$287K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.31K+ 5.82% |
$421K - $421K
|
42K
$7.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
97+ 1.4% |
$17.7K - $17.7K
|
7.05K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-246- 9.99% |
$44.8K - $44.8K
|
2.22K
$404K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
100+ 3.66% |
$18.2K - $18.2K
|
2.83K
$516K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-309- 3.01% |
$56.3K - $56.3K
|
9.97K
$1.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.24K+ 7.55% |
$226K - $226K
|
17.7K
$3.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-296- 22.51% |
$53.9K - $53.9K
|
1.02K
$186K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-68- 2.03% |
$12.4K - $12.4K
|
3.28K
$597K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-863- 7.01% |
$157K - $157K
|
11.4K
$2.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2+ 0.01% |
$364 - $364
|
27.9K
$5.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
4+ 0.29% |
$729 - $729
|
1.4K
$255K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.57K+ 2.87% |
$286K - $286K
|
56.4K
$10.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-206- 8.88% |
$37.5K - $37.5K
|
2.11K
$385K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-36- 14.4% |
$6.56K - $6.56K
|
214
$39K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-89- 0.35% |
$16.2K - $16.2K
|
25.2K
$4.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
874+ 4.38% |
$159K - $159K
|
20.8K
$3.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
80+ 0.92% |
$14.6K - $14.6K
|
8.76K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-30- 1.0% |
$5.46K - $5.46K
|
2.97K
$541K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
380+ 0.91% |
$69.2K - $69.2K
|
42.2K
$7.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
6.44K+ 25.04% |
$1.17M - $1.17M
|
32.2K
$5.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
12K+ 329.21% |
$2.18M - $2.18M
|
15.6K
$2.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
790New |
$144K - $144K
|
790
$144K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-40- 0.39% |
$7.29K - $7.29K
|
10.3K
$1.87M
|