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 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.97K- 0.24% |
N/A
|
823K
$150M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
315+ 7.13% |
N/A
|
4.73K
$862K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
19.3K+ 10.36% |
N/A
|
205K
$37.4M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
425+ 425.0% |
N/A
|
525
$95.6K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
1.73KNew |
N/A
|
1.73K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.16K+ 3.37% |
N/A
|
96.8K
$17.6M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.1K+ 1.14% |
N/A
|
452K
$82.3M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
7+ 0.51% |
N/A
|
1.38K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.23K- 19.8% |
N/A
|
4.97K
$905K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 1.83% |
N/A
|
116K
$21.2M
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-300- 1.14% |
N/A
|
26K
$4.74M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-867- 2.91% |
N/A
|
28.9K
$5.27M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.06% |
N/A
|
3.59K
$653K
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-383- 24.46% |
N/A
|
1.18K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.69K+ 0.97% |
N/A
|
279K
$50.9M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.85K+ 10.26% |
N/A
|
19.8K
$3.61M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-44- 3.08% |
N/A
|
1.38K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-339- 11.69% |
N/A
|
2.56K
$467K
|
|
|
May 13, 2025
Q1 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-163- 6.15% |
N/A
|
2.49K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
10+ 0.64% |
N/A
|
1.58K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
13+ 0.48% |
N/A
|
2.7K
$491K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
97.8K+ 0.93% |
N/A
|
10.6M
$1.93B
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
3.78K+ 5.24% |
N/A
|
75.8K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.21K+ 19.23% |
N/A
|
7.5K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.13K- 3.62% |
N/A
|
30K
$5.47M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
391+ 0.36% |
N/A
|
109K
$19.8M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
420+ 4.01% |
N/A
|
10.9K
$1.98M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-63- 2.82% |
N/A
|
2.17K
$395K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-132- 1.39% |
N/A
|
9.37K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-99- 2.71% |
N/A
|
3.55K
$647K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.38K+ 30.28% |
N/A
|
36.1K
$6.57M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.7K+ 6.38% |
N/A
|
245K
$44.5M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
22+ 1.28% |
N/A
|
1.75K
$318K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.38M+ 148.34% |
N/A
|
3.99M
$726M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
19K+ 128.98% |
N/A
|
33.7K
$6.15M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-26- 1.24% |
N/A
|
2.08K
$378K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-114- 0.13% |
N/A
|
88.5K
$16.1M
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.18K+ 4.21% |
N/A
|
29.2K
$5.31M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
13.4K+ 1114.83% |
N/A
|
14.6K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
5+ 0.27% |
N/A
|
1.88K
$343K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
288New |
N/A
|
288
$52.5K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-102- 4.72% |
N/A
|
2.06K
$375K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.65K- 2.52% |
N/A
|
103K
$18.7M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-864- 1.7% |
N/A
|
49.9K
$9.1M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-62- 1.03% |
N/A
|
5.96K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
3+ 0.14% |
N/A
|
2.08K
$379K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4.04K+ 2.47% |
N/A
|
168K
$30.6M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-58- 1.71% |
N/A
|
3.34K
$608K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
1+ 0.01% |
N/A
|
13.9K
$2.53M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11K+ 2.8% |
N/A
|
405K
$73.9M
|