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 29, 2024
Q3 2024
|
Baxter Bros Inc
|
BUY
|
- |
90+ 3.1% |
$16.4K - $16.4K
|
3K
$546K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
113+ 1.04% |
$20.6K - $20.6K
|
11K
$2M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
43K+ 8.51% |
$7.83M - $7.83M
|
548K
$99.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.98KNew |
$360K - $360K
|
1.98K
$360K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
6+ 0.42% |
$1.09K - $1.09K
|
1.42K
$259K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-41- 14.34% |
$7.47K - $7.47K
|
245
$44.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
5.15K+ 2.01% |
$937K - $937K
|
261K
$47.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
2.04K+ 0.97% |
$371K - $371K
|
212K
$38.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
193+ 1.0% |
$35.2K - $35.2K
|
19.5K
$3.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
1.22K+ 0.75% |
$223K - $223K
|
164K
$29.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.44% |
$364 - $364
|
457
$83.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
222+ 4.64% |
$40.4K - $40.4K
|
5.01K
$912K
|
|
|
Oct 29, 2024
Q3 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-60- 2.58% |
$10.9K - $10.9K
|
2.27K
$413K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-1.19K- 18.75% |
$217K - $217K
|
5.16K
$940K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1+ 0.05% |
$182 - $182
|
2.03K
$370K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-144- 9.24% |
$26.2K - $26.2K
|
1.42K
$258K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-512- 0.48% |
$93.3K - $93.3K
|
107K
$19.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.12K- 4.12% |
$205K - $205K
|
26.1K
$4.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
58K+ 6.97% |
$10.6M - $10.6M
|
890K
$162M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
9+ 0.34% |
$1.64K - $1.64K
|
2.69K
$490K
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-633- 3.23% |
$115K - $115K
|
19K
$3.45M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-6- 0.14% |
$1.09K - $1.09K
|
4.25K
$773K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-260- 2.95% |
$47.4K - $47.4K
|
8.56K
$1.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
SELL
|
- |
-1.12K- 9.24% |
$204K - $204K
|
11K
$2M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-507- 6.22% |
$92.4K - $92.4K
|
7.65K
$1.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.67K+ 3.0% |
$1.21M - $1.21M
|
229K
$41.7M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-79- 1.46% |
$14.4K - $14.4K
|
5.33K
$972K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.39K+ 34.1% |
$254K - $254K
|
5.47K
$997K
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.4KNew |
$255K - $255K
|
1.4K
$255K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-157- 2.19% |
$28.6K - $28.6K
|
7.01K
$1.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
SELL
|
- |
-1.5K- 0.98% |
$272K - $272K
|
152K
$27.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.46KNew |
$266K - $266K
|
1.46K
$266K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-14- 0.71% |
$2.55K - $2.55K
|
1.97K
$359K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-368- 1.44% |
$67K - $67K
|
25.2K
$4.59M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
489+ 2.02% |
$89.1K - $89.1K
|
24.6K
$4.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
67.8K+ 779.28% |
$12.3M - $12.3M
|
76.4K
$13.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-397- 16.22% |
$72.3K - $72.3K
|
2.05K
$374K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
15.6K+ 23.17% |
$2.84M - $2.84M
|
82.8K
$15.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.63KNew |
$297K - $297K
|
1.63K
$297K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-242- 1.24% |
$44.1K - $44.1K
|
19.3K
$3.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
62+ 0.73% |
$11.3K - $11.3K
|
8.6K
$1.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
96+ 1.21% |
$17.5K - $17.5K
|
8.04K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
17.2K+ 11.66% |
$3.13M - $3.13M
|
164K
$30M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
153+ 133.04% |
$27.9K - $27.9K
|
268
$48.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
346+ 7.19% |
$63K - $63K
|
5.16K
$940K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-664- 9.55% |
$121K - $121K
|
6.29K
$1.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1K+ 78.31% |
$182K - $182K
|
2.28K
$415K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.8K+ 2.38% |
$693K - $693K
|
164K
$29.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
9.93K+ 207.98% |
$1.81M - $1.81M
|
14.7K
$2.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.23K- 1.35% |
$224K - $224K
|
89.9K
$16.4M
|