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 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-100- 2.18% |
$18.2K - $18.2K
|
4.48K
$816K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
289+ 1.14% |
$52.6K - $52.6K
|
25.6K
$4.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
15+ 1.32% |
$2.73K - $2.73K
|
1.15K
$209K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-422- 13.39% |
$76.9K - $76.9K
|
2.73K
$497K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-566- 3.06% |
$103K - $103K
|
18K
$3.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
73+ 0.23% |
$13.3K - $13.3K
|
32.4K
$5.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
350+ 11.42% |
$63.8K - $63.8K
|
3.42K
$622K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
364+ 7.84% |
$66.3K - $66.3K
|
5.01K
$912K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
90New |
$16.4K - $16.4K
|
90
$16.4K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.26K- 6.52% |
$229K - $229K
|
18K
$3.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 0.48% |
$729 - $729
|
843
$154K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-42.6K- 93.1% |
$7.77M - $7.77M
|
3.16K
$576K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
36New |
$6.56K - $6.56K
|
36
$6.56K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11.2K+ 24.83% |
$2.04M - $2.04M
|
56.4K
$10.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
2+ 0.1% |
$364 - $364
|
1.93K
$352K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
8+ 0.33% |
$1.46K - $1.46K
|
2.44K
$444K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
955+ 11.55% |
$174K - $174K
|
9.22K
$1.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
24+ 0.12% |
$4.37K - $4.37K
|
20.3K
$3.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.48% |
$2K - $2K
|
2.29K
$417K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-7- 0.27% |
$1.28K - $1.28K
|
2.58K
$469K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5- 0.91% |
$911 - $911
|
542
$98.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-47- 1.91% |
$8.56K - $8.56K
|
2.42K
$440K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.96% |
$182 - $182
|
105
$19.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
154+ 8.47% |
$28.1K - $28.1K
|
1.97K
$359K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.58% |
$364 - $364
|
344
$62.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-802- 24.62% |
$146K - $146K
|
2.46K
$447K
|
|
|
Oct 21, 2024
Q3 2024
|
Arlington Partners LLC
|
BUY
|
- |
11.1KNew |
$2.03M - $2.03M
|
11.1K
$2.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-521- 2.32% |
$94.9K - $94.9K
|
22K
$4M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
507+ 1.79% |
$92.4K - $92.4K
|
28.8K
$5.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-592- 1.6% |
$108K - $108K
|
36.5K
$6.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
105+ 2.25% |
$19.1K - $19.1K
|
4.77K
$868K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-725- 27.13% |
$132K - $132K
|
1.95K
$355K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
7.45KNew |
$1.36M - $1.36M
|
7.45K
$1.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-678- 0.97% |
$123K - $123K
|
69.2K
$12.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10.3K+ 0.54% |
$1.87M - $1.87M
|
1.91M
$348M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
98+ 0.22% |
$17.9K - $17.9K
|
44.7K
$8.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.67K+ 26.57% |
$851K - $851K
|
22.3K
$4.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 8.9% |
$220K - $220K
|
14.8K
$2.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.55K- 7.02% |
$1.19M - $1.19M
|
86.7K
$15.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
9+ 0.18% |
$1.64K - $1.64K
|
4.94K
$900K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-280- 3.74% |
$51K - $51K
|
7.2K
$1.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-24.1K- 90.4% |
$4.4M - $4.4M
|
2.56K
$467K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-74- 1.45% |
$13.5K - $13.5K
|
5.04K
$918K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
28+ 0.28% |
$5.1K - $5.1K
|
10.2K
$1.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-808- 14.12% |
$147K - $147K
|
4.91K
$895K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.26K+ 12.55% |
$229K - $229K
|
11.3K
$2.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
17+ 0.29% |
$3.1K - $3.1K
|
5.84K
$1.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
20+ 0.26% |
$3.64K - $3.64K
|
7.59K
$1.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
190+ 3.96% |
$34.6K - $34.6K
|
4.99K
$909K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.94K+ 6.65% |
$900K - $900K
|
79.2K
$14.4M
|