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 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.89K+ 1.75% |
$345K - $345K
|
110K
$20M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-79- 2.19% |
$14.4K - $14.4K
|
3.53K
$643K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-153- 9.51% |
$27.9K - $27.9K
|
1.46K
$265K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
18.2KNew |
$3.31M - $3.31M
|
18.2K
$3.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.26% |
$546 - $546
|
1.16K
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2- 0.06% |
$364 - $364
|
3.42K
$622K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-460- 12.43% |
$83.8K - $83.8K
|
3.24K
$590K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.87K+ 30.08% |
$340K - $340K
|
8.07K
$1.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-47- 0.3% |
$8.56K - $8.56K
|
15.7K
$2.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-734- 0.94% |
$134K - $134K
|
77.2K
$14.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.9K- 0.91% |
$892K - $892K
|
535K
$97.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.25K- 1.74% |
$228K - $228K
|
70.5K
$12.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-344- 3.84% |
$62.7K - $62.7K
|
8.61K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
244+ 0.53% |
$44.4K - $44.4K
|
46.5K
$8.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
14+ 0.1% |
$2.55K - $2.55K
|
14.4K
$2.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-22.8K- 20.64% |
$4.16M - $4.16M
|
87.8K
$16M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-141- 4.47% |
$25.7K - $25.7K
|
3.02K
$549K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.27K+ 15.87% |
$232K - $232K
|
9.29K
$1.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
353+ 13.39% |
$64.3K - $64.3K
|
2.99K
$545K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-183- 0.41% |
$33.3K - $33.3K
|
44.4K
$8.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
5+ 0.42% |
$911 - $911
|
1.21K
$220K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-368- 0.84% |
$67K - $67K
|
43.2K
$7.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-85- 5.99% |
$15.5K - $15.5K
|
1.33K
$243K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-133- 1.07% |
$24.2K - $24.2K
|
12.3K
$2.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-504- 0.76% |
$91.8K - $91.8K
|
65.5K
$11.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-787- 1.68% |
$143K - $143K
|
46.2K
$8.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.4K+ 1.72% |
$437K - $437K
|
142K
$25.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-318- 8.08% |
$57.9K - $57.9K
|
3.62K
$659K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.5KNew |
$272K - $272K
|
1.5K
$272K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-2.16K- 10.95% |
$394K - $394K
|
17.6K
$3.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.32K+ 1.05% |
$240K - $240K
|
127K
$23.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
4+ 0.35% |
$729 - $729
|
1.14K
$207K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-582- 1.56% |
$106K - $106K
|
36.7K
$6.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
25.2K+ 95.3% |
$4.58M - $4.58M
|
51.6K
$9.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
187+ 0.4% |
$34.1K - $34.1K
|
46.4K
$8.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.39KNew |
$253K - $253K
|
1.39K
$253K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-283- 5.03% |
$51.5K - $51.5K
|
5.34K
$972K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$182 - $182
|
1.76K
$320K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
861+ 67.42% |
$157K - $157K
|
2.14K
$389K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-151- 8.28% |
$27.5K - $27.5K
|
1.67K
$305K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-600- 12.71% |
$109K - $109K
|
4.12K
$751K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-144- 3.85% |
$26.2K - $26.2K
|
3.59K
$654K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
91+ 0.5% |
$16.6K - $16.6K
|
18.2K
$3.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.6K- 1.24% |
$291K - $291K
|
127K
$23.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
20+ 0.41% |
$3.64K - $3.64K
|
4.96K
$903K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
319+ 3.16% |
$58.1K - $58.1K
|
10.4K
$1.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.28K+ 7.79% |
$233K - $233K
|
17.7K
$3.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3+ 0.11% |
$546 - $546
|
2.69K
$490K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-23- 0.13% |
$4.19K - $4.19K
|
18.3K
$3.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-396- 7.44% |
$72.1K - $72.1K
|
4.93K
$897K
|