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 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-115- 4.12% |
N/A
|
2.68K
$487K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-573- 15.73% |
N/A
|
3.07K
$559K
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
763+ 20.22% |
N/A
|
4.54K
$826K
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-5- 0.04% |
N/A
|
12.9K
$2.35M
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-115- 4.12% |
N/A
|
2.68K
$487K
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
968+ 1.44% |
N/A
|
68K
$12.4M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.12K+ 2.01% |
N/A
|
56.8K
$10.3M
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.56K- 3.3% |
N/A
|
45.8K
$8.34M
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
2+ 0.06% |
N/A
|
3.52K
$642K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-149- 1.65% |
N/A
|
8.89K
$1.62M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.09K- 12.36% |
N/A
|
36.1K
$6.58M
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-307- 0.46% |
N/A
|
67K
$12.2M
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.28K- 1.59% |
N/A
|
142K
$25.8M
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.32KNew |
N/A
|
2.32K
$423K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.83K+ 2.09% |
N/A
|
236K
$43M
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1+ 0.04% |
N/A
|
2.61K
$476K
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
37+ 2.29% |
N/A
|
1.65K
$301K
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.69K- 7.68% |
N/A
|
44.4K
$8.08M
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
160+ 0.35% |
N/A
|
46.1K
$8.39M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-900- 4.15% |
N/A
|
20.8K
$3.79M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-945- 3.27% |
N/A
|
27.9K
$5.09M
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-70- 2.45% |
N/A
|
2.78K
$507K
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
100New |
N/A
|
100
$18.2K
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
289+ 13.35% |
N/A
|
2.45K
$447K
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-174- 0.91% |
N/A
|
19K
$3.46M
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
47+ 0.38% |
N/A
|
12.5K
$2.29M
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
1.15K+ 7.74% |
N/A
|
16K
$2.91M
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
4+ 0.53% |
N/A
|
758
$138K
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.55K- 20.23% |
N/A
|
6.09K
$1.11M
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.04% |
N/A
|
2.83K
$515K
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-9.87K- 3.7% |
N/A
|
257K
$46.8M
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
N/A
|
8.83K
$1.61M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.11K- 12.47% |
N/A
|
42.9K
$7.81M
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-550- 3.0% |
N/A
|
17.8K
$3.23M
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.43K- 43.33% |
N/A
|
1.87K
$341K
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
74+ 0.92% |
N/A
|
8.11K
$1.48M
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-490- 10.17% |
N/A
|
4.33K
$788K
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-6.23K- 11.24% |
N/A
|
49.2K
$8.96M
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
26+ 0.46% |
N/A
|
5.67K
$1.03M
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
37.2K+ 33.64% |
N/A
|
148K
$26.9M
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
367+ 13.59% |
N/A
|
3.07K
$559K
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
10.9K+ 18.68% |
N/A
|
69.3K
$12.6M
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
6+ 0.5% |
N/A
|
1.2K
$219K
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-27- 8.41% |
N/A
|
294
$53.6K
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
2.83K+ 1.34% |
N/A
|
213K
$38.9M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
109+ 0.4% |
N/A
|
27.2K
$4.96M
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.66K+ 144.38% |
N/A
|
2.8K
$511K
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
488+ 17.43% |
N/A
|
3.29K
$599K
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-307- 1.37% |
N/A
|
22.1K
$4.02M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
269K+ 4.47% |
N/A
|
6.29M
$1.14B
|