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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
408+ 1.41% |
$74.3K - $74.3K
|
29.2K
$5.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
22+ 0.55% |
$4.01K - $4.01K
|
4K
$729K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.81K- 8.72% |
$330K - $330K
|
19K
$3.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-384- 0.84% |
$69.9K - $69.9K
|
45.2K
$8.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
195+ 17.43% |
$35.5K - $35.5K
|
1.31K
$239K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-80- 4.84% |
$14.6K - $14.6K
|
1.57K
$287K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-10.8K- 12.84% |
$1.97M - $1.97M
|
73.4K
$13.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-4- 0.05% |
$729 - $729
|
7.98K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-191- 0.41% |
$34.8K - $34.8K
|
46.8K
$8.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.86KNew |
$339K - $339K
|
1.86K
$339K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2K- 4.55% |
$364K - $364K
|
42K
$7.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
265+ 0.74% |
$48.3K - $48.3K
|
35.9K
$6.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-231- 4.61% |
$42.1K - $42.1K
|
4.78K
$871K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
857+ 4.35% |
$156K - $156K
|
20.5K
$3.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-757- 6.67% |
$138K - $138K
|
10.6K
$1.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
1.03KNew |
$188K - $188K
|
1.03K
$188K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-7- 70.0% |
$1.28K - $1.28K
|
3
$546
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.32K+ 106.44% |
$241K - $241K
|
2.57K
$467K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
395+ 17.98% |
$71.9K - $71.9K
|
2.59K
$472K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
864+ 4.41% |
$157K - $157K
|
20.5K
$3.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-139- 0.88% |
$25.3K - $25.3K
|
15.6K
$2.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-19.6K- 7.26% |
$3.57M - $3.57M
|
251K
$45.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
54+ 1.59% |
$9.84K - $9.84K
|
3.44K
$627K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-627- 36.52% |
$114K - $114K
|
1.09K
$199K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
117+ 0.97% |
$21.3K - $21.3K
|
12.2K
$2.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.89K+ 2.4% |
$344K - $344K
|
80.7K
$14.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$182 - $182
|
2.94K
$536K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.4K+ 2.87% |
$254K - $254K
|
50.1K
$9.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
91+ 1.31% |
$16.6K - $16.6K
|
7.04K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
350+ 1.48% |
$63.8K - $63.8K
|
23.9K
$4.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
772+ 8.78% |
$141K - $141K
|
9.56K
$1.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-494- 0.82% |
$90K - $90K
|
59.9K
$10.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-784- 3.31% |
$143K - $143K
|
22.9K
$4.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.12K+ 14.0% |
$203K - $203K
|
9.09K
$1.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-57.4K- 49.15% |
$10.5M - $10.5M
|
59.4K
$10.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
14.6KNew |
$2.66M - $2.66M
|
14.6K
$2.66M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6+ 0.23% |
$1.09K - $1.09K
|
2.57K
$468K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
232+ 1.26% |
$42.3K - $42.3K
|
18.7K
$3.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-150- 8.3% |
$27.3K - $27.3K
|
1.66K
$302K
|
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
18+ 0.51% |
$3.28K - $3.28K
|
3.54K
$645K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-93- 5.08% |
$16.9K - $16.9K
|
1.74K
$317K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.63KNew |
$296K - $296K
|
1.63K
$296K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11K+ 17.46% |
$2.01M - $2.01M
|
74.3K
$13.5M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-104- 0.18% |
$18.9K - $18.9K
|
56.2K
$10.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2- 0.04% |
$364 - $364
|
4.55K
$829K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.52KNew |
$1.01M - $1.01M
|
5.52K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-48- 1.36% |
$8.74K - $8.74K
|
3.48K
$634K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-4- 0.17% |
$729 - $729
|
2.4K
$437K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
151+ 3.32% |
$27.5K - $27.5K
|
4.7K
$855K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-494- 1.82% |
$90K - $90K
|
26.7K
$4.86M
|