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, 2025
Q3 2025
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-152- 5.99% |
N/A
|
2.38K
$434K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
214+ 4.48% |
N/A
|
5K
$910K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-64- 1.13% |
N/A
|
5.62K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
147K+ 10.55% |
N/A
|
1.54M
$281M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.6K- 5.58% |
N/A
|
44K
$8.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-50- 2.84% |
N/A
|
1.71K
$312K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-41- 1.03% |
N/A
|
3.96K
$720K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-92- 47.18% |
N/A
|
103
$18.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-11.5K- 14.48% |
N/A
|
68K
$12.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.16K- 0.87% |
N/A
|
132K
$24.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
3+ 0.4% |
N/A
|
761
$139K
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
2.88K+ 67.3% |
N/A
|
7.16K
$1.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-390- 2.38% |
N/A
|
16K
$2.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
738+ 6.96% |
N/A
|
11.3K
$2.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
340+ 1.04% |
N/A
|
32.9K
$5.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-76- 1.66% |
N/A
|
4.5K
$819K
|
|
|
Nov 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-63- 3.41% |
N/A
|
1.79K
$325K
|
|
|
Nov 04, 2025
Q3 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
141+ 13.74% |
N/A
|
1.17K
$213K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
40New |
N/A
|
40
$7.29K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-265- 4.93% |
N/A
|
5.11K
$931K
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
223New |
N/A
|
223
$40.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-300- 4.28% |
N/A
|
6.72K
$1.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-16- 0.68% |
N/A
|
2.35K
$427K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
909+ 119.29% |
N/A
|
1.67K
$304K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
11+ 0.15% |
N/A
|
7.35K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
3.59KNew |
N/A
|
3.59K
$654K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
91+ 7.07% |
N/A
|
1.38K
$251K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-267- 1.28% |
N/A
|
20.7K
$3.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-365- 1.1% |
N/A
|
32.9K
$5.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.3K+ 26.75% |
N/A
|
6.14K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
977New |
N/A
|
977
$178K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
281+ 1.22% |
N/A
|
23.4K
$4.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.04K+ 6.2% |
N/A
|
52K
$9.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
275+ 11.21% |
N/A
|
2.73K
$497K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.71K+ 6.08% |
N/A
|
135K
$24.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-93.2K- 3.94% |
N/A
|
2.27M
$414M
|
|
|
Nov 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-22- 0.12% |
N/A
|
18.9K
$3.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-180- 12.91% |
N/A
|
1.21K
$221K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-500- 8.13% |
N/A
|
5.65K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-192- 6.36% |
N/A
|
2.83K
$515K
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-10- 0.06% |
N/A
|
17.3K
$3.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.41K- 2.31% |
N/A
|
102K
$18.6M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-483- 17.13% |
N/A
|
2.34K
$426K
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
954New |
N/A
|
954
$174K
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-774- 27.65% |
N/A
|
2.03K
$369K
|
|
|
Nov 03, 2025
Q3 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
817+ 1.34% |
N/A
|
62K
$11.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
210+ 8.62% |
N/A
|
2.65K
$482K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
203+ 1.97% |
N/A
|
10.5K
$1.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
928+ 6.17% |
N/A
|
16K
$2.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-447- 13.5% |
N/A
|
2.86K
$521K
|
|