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 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.2% |
$182 - $182
|
512
$93.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-13- 0.55% |
$2.37K - $2.37K
|
2.34K
$426K
|
|
|
Nov 15, 2024
Q3 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
53K+ 47.52% |
$9.66M - $9.66M
|
165K
$30M
|
|
|
Nov 14, 2024
Q3 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
31.9KNew |
$5.81M - $5.81M
|
31.9K
$5.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
546+ 25.56% |
$99.5K - $99.5K
|
2.68K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.32K+ 20.09% |
$1.15M - $1.15M
|
37.8K
$6.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.23K+ 106.26% |
$952K - $952K
|
10.2K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
12.5K+ 108.94% |
$2.27M - $2.27M
|
23.9K
$4.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
73.7K+ 72.79% |
$13.4M - $13.4M
|
175K
$31.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-813- 4.04% |
$148K - $148K
|
19.3K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-45.6K- 44.31% |
$8.3M - $8.3M
|
57.3K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-805- 4.07% |
$147K - $147K
|
19K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1+ 0.01% |
$182 - $182
|
9.26K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-138- 1.12% |
$25.1K - $25.1K
|
12.2K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
50.7K+ 8.85% |
$9.23M - $9.23M
|
623K
$114M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-26.9K- 18.21% |
$4.9M - $4.9M
|
121K
$22M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14K+ 1.76% |
$2.56M - $2.56M
|
810K
$148M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-136- 8.15% |
$24.8K - $24.8K
|
1.53K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.08K- 3.51% |
$196K - $196K
|
29.6K
$5.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-92- 1.76% |
$16.8K - $16.8K
|
5.13K
$935K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
102+ 0.23% |
$18.6K - $18.6K
|
44K
$8.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.32K- 56.6% |
$605K - $605K
|
2.55K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.9K+ 0.63% |
$347K - $347K
|
303K
$55.2M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
4+ 0.19% |
$729 - $729
|
2.07K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-51- 0.49% |
$9.29K - $9.29K
|
10.3K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.63K+ 10.62% |
$662K - $662K
|
37.9K
$6.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-62.3K- 0.97% |
$11.3M - $11.3M
|
6.39M
$1.16B
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3.59K+ 8.59% |
$654K - $654K
|
45.4K
$8.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
16+ 0.24% |
$2.91K - $2.91K
|
6.57K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
2KNew |
$364K - $364K
|
2K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
46K+ 272.44% |
$8.38M - $8.38M
|
62.9K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
694+ 0.1% |
$126K - $126K
|
679K
$124M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
143+ 0.66% |
$26K - $26K
|
21.7K
$3.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
5.19K+ 5.33% |
$946K - $946K
|
103K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.3K+ 40.01% |
$2.6M - $2.6M
|
50K
$9.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
165+ 0.82% |
$30.1K - $30.1K
|
20.3K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
998+ 38.28% |
$182K - $182K
|
3.61K
$657K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
476+ 1.42% |
$86.7K - $86.7K
|
33.9K
$6.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
40+ 0.2% |
$7.29K - $7.29K
|
20.1K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
63+ 0.23% |
$11.5K - $11.5K
|
27.3K
$4.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1+ 0.09% |
$182 - $182
|
1.15K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.02KNew |
$368K - $368K
|
2.02K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.34K- 1.01% |
$1.34M - $1.34M
|
718K
$131M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
6.91K+ 11.11% |
$1.26M - $1.26M
|
69.1K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-61- 0.17% |
$11.1K - $11.1K
|
35.5K
$6.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
7.49K+ 9.83% |
$1.36M - $1.36M
|
83.7K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 2.99% |
$287K - $287K
|
51.1K
$9.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-605- 4.72% |
$110K - $110K
|
12.2K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
329+ 20.41% |
$59.9K - $59.9K
|
1.94K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
3.14K+ 36.92% |
$572K - $572K
|
11.6K
$2.12M
|