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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
803+ 4.75% |
N/A
|
17.7K
$3.23M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.73K- 70.5% |
N/A
|
2.4K
$437K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
10.5K+ 25.74% |
N/A
|
51.3K
$9.34M
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
5+ 0.01% |
N/A
|
76.3K
$13.9M
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
758+ 3.37% |
N/A
|
23.3K
$4.24M
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
3.34K+ 2.72% |
N/A
|
126K
$23M
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-82- 3.27% |
N/A
|
2.42K
$441K
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
43+ 1.22% |
N/A
|
3.56K
$649K
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.27K- 2.53% |
N/A
|
87.6K
$16M
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-1.11K- 2.51% |
N/A
|
42.9K
$7.82M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23.9KClosed |
N/A
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
330+ 0.35% |
N/A
|
94.9K
$17.3M
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
59+ 0.68% |
N/A
|
8.72K
$1.59M
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
6.43K+ 9.39% |
N/A
|
75K
$13.7M
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
127+ 10.09% |
N/A
|
1.39K
$252K
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
967+ 16.04% |
N/A
|
7K
$1.27M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
892+ 5.31% |
N/A
|
17.7K
$3.22M
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
N/A
|
6.77K
$1.23M
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.04K- 2.21% |
N/A
|
90.2K
$16.4M
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-10- 0.13% |
N/A
|
7.68K
$1.4M
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.06K+ 12.76% |
N/A
|
27K
$4.92M
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.05K- 1.19% |
N/A
|
87.6K
$16M
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-498- 6.06% |
N/A
|
7.72K
$1.41M
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-4.34K- 53.51% |
N/A
|
3.77K
$687K
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.15K- 3.08% |
N/A
|
36.3K
$6.61M
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
628+ 18.71% |
N/A
|
3.98K
$726K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
133K+ 12.8% |
N/A
|
1.17M
$213M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-396- 2.96% |
N/A
|
13K
$2.37M
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-220- 1.17% |
N/A
|
18.6K
$3.39M
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
162New |
N/A
|
162
$29.5K
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
131+ 3.55% |
N/A
|
3.82K
$696K
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-415- 8.97% |
N/A
|
4.21K
$768K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
39+ 1.28% |
N/A
|
3.08K
$560K
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-8.72K- 56.99% |
N/A
|
6.58K
$1.2M
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-2.18K- 22.66% |
N/A
|
7.45K
$1.36M
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-12- 0.08% |
N/A
|
14.3K
$2.6M
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-30- 0.95% |
N/A
|
3.13K
$569K
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-545- 1.1% |
N/A
|
48.8K
$8.89M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.64K- 5.55% |
N/A
|
130K
$23.7M
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
176+ 7.89% |
N/A
|
2.41K
$438K
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-430- 9.49% |
N/A
|
4.1K
$747K
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-30- 0.75% |
N/A
|
3.95K
$719K
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
253+ 2.26% |
N/A
|
11.4K
$2.08M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.35K- 43.61% |
N/A
|
12.1K
$2.2M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.55K+ 8.57% |
N/A
|
32.3K
$5.89M
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.98K+ 11.92% |
N/A
|
46.7K
$8.51M
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-8- 0.34% |
N/A
|
2.34K
$426K
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
148+ 2.7% |
N/A
|
5.62K
$1.02M
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-18- 0.9% |
N/A
|
1.98K
$361K
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
BUY
|
- |
630+ 6.06% |
N/A
|
11K
$2.01M
|