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 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-24- 0.67% |
$4.37K - $4.37K
|
3.56K
$648K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-65- 0.42% |
$11.8K - $11.8K
|
15.5K
$2.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.18KNew |
$215K - $215K
|
1.18K
$215K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.29K+ 22.0% |
$234K - $234K
|
7.14K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
7+ 0.2% |
$1.28K - $1.28K
|
3.42K
$623K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-999- 2.03% |
$182K - $182K
|
48.1K
$8.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$182 - $182
|
12.7K
$2.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2- 0.03% |
$364 - $364
|
7.38K
$1.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 0.38% |
$1.64K - $1.64K
|
2.37K
$432K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-81- 1.45% |
$14.8K - $14.8K
|
5.5K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-213- 0.41% |
$38.8K - $38.8K
|
52K
$9.48M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.74K- 15.16% |
$499K - $499K
|
15.3K
$2.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-11K- 8.0% |
$2.01M - $2.01M
|
127K
$23.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
16+ 0.43% |
$2.91K - $2.91K
|
3.74K
$681K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-682- 5.28% |
$124K - $124K
|
12.2K
$2.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
4+ 0.23% |
$729 - $729
|
1.75K
$319K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-595- 18.99% |
$108K - $108K
|
2.54K
$462K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-859- 81.81% |
$156K - $156K
|
191
$34.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
3KNew |
$546K - $546K
|
3K
$546K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
140+ 6.41% |
$25.5K - $25.5K
|
2.32K
$423K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
77+ 0.05% |
$14K - $14K
|
167K
$30.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-5.87K- 12.22% |
$1.07M - $1.07M
|
42.2K
$7.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-25- 1.33% |
$4.55K - $4.55K
|
1.86K
$338K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.35K- 6.91% |
$428K - $428K
|
31.7K
$5.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-49- 3.93% |
$8.93K - $8.93K
|
1.2K
$218K
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
2.42K+ 3.61% |
$441K - $441K
|
69.5K
$12.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-276- 3.86% |
$50.3K - $50.3K
|
6.87K
$1.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
179+ 0.6% |
$32.6K - $32.6K
|
30K
$5.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.89K- 68.2% |
$527K - $527K
|
1.35K
$246K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
519+ 0.41% |
$94.5K - $94.5K
|
127K
$23.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-279- 0.61% |
$50.8K - $50.8K
|
45.4K
$8.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-582- 1.79% |
$106K - $106K
|
31.9K
$5.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-185- 1.31% |
$33.7K - $33.7K
|
13.9K
$2.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
206+ 2.72% |
$37.5K - $37.5K
|
7.77K
$1.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.1% |
$182 - $182
|
1.04K
$189K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-14- 0.33% |
$2.55K - $2.55K
|
4.19K
$764K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
840+ 15.31% |
$153K - $153K
|
6.33K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.03K- 5.11% |
$369K - $369K
|
37.6K
$6.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-100- 8.95% |
$18.2K - $18.2K
|
1.02K
$185K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-60- 28.04% |
$10.9K - $10.9K
|
154
$28.1K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-841- 7.88% |
$153K - $153K
|
9.83K
$1.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.25K+ 16.49% |
$228K - $228K
|
8.84K
$1.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3+ 0.08% |
$546 - $546
|
3.66K
$666K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
60+ 4.4% |
$10.9K - $10.9K
|
1.42K
$259K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-7- 50.0% |
$1.28K - $1.28K
|
7
$1.28K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.1K+ 4.47% |
$4.2M - $4.2M
|
539K
$98.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
25+ 1.41% |
$4.55K - $4.55K
|
1.79K
$326K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-458- 12.54% |
$83.4K - $83.4K
|
3.19K
$582K
|
|
|
Oct 29, 2024
Q3 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
107+ 0.53% |
$19.5K - $19.5K
|
20.1K
$3.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
303+ 2.08% |
$55.2K - $55.2K
|
14.9K
$2.71M
|