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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.08K- 10.8% |
N/A
|
42K
$7.65M
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.1KNew |
N/A
|
1.1K
$200K
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
775+ 0.41% |
N/A
|
190K
$34.6M
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
3+ 0.2% |
N/A
|
1.52K
$277K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.36K- 9.99% |
N/A
|
12.2K
$2.23M
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
621+ 16.15% |
N/A
|
4.47K
$813K
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
SELL
|
- |
-1.12K- 7.22% |
N/A
|
14.4K
$2.63M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-395K- 99.35% |
N/A
|
2.6K
$473K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.46K- 4.18% |
N/A
|
33.4K
$6.09M
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-71- 4.2% |
N/A
|
1.62K
$295K
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-381- 1.44% |
N/A
|
26.1K
$4.76M
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-232- 7.96% |
N/A
|
2.68K
$489K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.14K- 5.1% |
N/A
|
21.2K
$3.87M
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
196+ 9.51% |
N/A
|
2.26K
$411K
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
885+ 6.23% |
N/A
|
15.1K
$2.75M
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-6.57K- 4.65% |
N/A
|
135K
$24.5M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2+ 0.08% |
N/A
|
2.44K
$444K
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-213- 1.11% |
N/A
|
19K
$3.47M
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
23+ 0.38% |
N/A
|
6.12K
$1.11M
|
|
May 12, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-16- 0.55% |
N/A
|
2.87K
$523K
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
182+ 14.98% |
N/A
|
1.4K
$254K
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.58K- 4.81% |
N/A
|
51K
$9.29M
|
|
May 12, 2025
Q1 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-49- 2.65% |
N/A
|
1.8K
$328K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
39.1K+ 60.75% |
N/A
|
104K
$18.9M
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.01K- 42.91% |
N/A
|
1.34K
$244K
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-20- 0.92% |
N/A
|
2.16K
$394K
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
54New |
N/A
|
54
$9.84K
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
315+ 4.79% |
N/A
|
6.9K
$1.26M
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
2.96K+ 6.76% |
N/A
|
46.8K
$8.52M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.77K+ 0.17% |
N/A
|
2.2M
$400M
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3.6K+ 333.64% |
N/A
|
4.68K
$852K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-437- 90.66% |
N/A
|
45
$8.2K
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.92K+ 102.08% |
N/A
|
3.8K
$692K
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
262+ 8.7% |
N/A
|
3.27K
$596K
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
737+ 8.36% |
N/A
|
9.55K
$1.74M
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-139- 2.27% |
N/A
|
5.99K
$1.09M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.4K+ 5.64% |
N/A
|
308K
$56.1M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
144K+ 5.0% |
N/A
|
3.02M
$550M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2.85K- 2.17% |
N/A
|
128K
$23.4M
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-290- 1.46% |
N/A
|
19.6K
$3.57M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
141+ 0.92% |
N/A
|
15.5K
$2.82M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.04K- 1.39% |
N/A
|
642K
$117M
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.33KNew |
N/A
|
1.33K
$242K
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
767+ 48.54% |
N/A
|
2.35K
$428K
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3+ 0.14% |
N/A
|
2.14K
$390K
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
900+ 300.0% |
N/A
|
1.2K
$219K
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
513+ 24.16% |
N/A
|
2.64K
$480K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-32.1K- 23.27% |
N/A
|
106K
$19.3M
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-12- 2.19% |
N/A
|
537
$97.8K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-60- 0.18% |
N/A
|
32.8K
$5.97M
|