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 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-3- 0.04% |
$546 - $546
|
7.65K
$1.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-195- 7.36% |
$35.5K - $35.5K
|
2.45K
$447K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
18+ 0.32% |
$3.28K - $3.28K
|
5.64K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.51K- 3.63% |
$276K - $276K
|
40.2K
$7.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-6.06K- 5.16% |
$1.1M - $1.1M
|
111K
$20.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
23+ 0.68% |
$4.19K - $4.19K
|
3.42K
$623K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.56% |
$364 - $364
|
358
$65.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
153+ 0.51% |
$27.9K - $27.9K
|
30.3K
$5.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.66K- 3.0% |
$302K - $302K
|
53.7K
$9.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-3K- 5.81% |
$547K - $547K
|
48.7K
$8.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.93K+ 2.48% |
$351K - $351K
|
79.5K
$14.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-55.5K- 1.94% |
$10.1M - $10.1M
|
2.81M
$512M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
119+ 2.29% |
$21.7K - $21.7K
|
5.32K
$969K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
265+ 1.36% |
$48.3K - $48.3K
|
19.7K
$3.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
178K+ 5.07% |
$32.5M - $32.5M
|
3.7M
$674M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.46K+ 79.28% |
$631K - $631K
|
7.83K
$1.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6+ 0.34% |
$1.09K - $1.09K
|
1.77K
$322K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.14K+ 2094.12% |
$389K - $389K
|
2.24K
$408K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-233K- 12.31% |
$42.5M - $42.5M
|
1.66M
$303M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.5KNew |
$455K - $455K
|
2.5K
$455K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4- 0.16% |
$729 - $729
|
2.52K
$459K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
116+ 0.09% |
$21.1K - $21.1K
|
132K
$24.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
190New |
$34.6K - $34.6K
|
190
$34.6K
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-350- 0.99% |
$63.8K - $63.8K
|
35K
$6.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
58+ 2.14% |
$10.6K - $10.6K
|
2.77K
$505K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
125+ 14.47% |
$22.8K - $22.8K
|
989
$180K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
15.7K+ 159.6% |
$2.87M - $2.87M
|
25.6K
$4.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-68- 3.95% |
$12.4K - $12.4K
|
1.65K
$301K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
478+ 40.3% |
$87.1K - $87.1K
|
1.66K
$303K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
79+ 0.18% |
$14.4K - $14.4K
|
43.5K
$7.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.01% |
$364 - $364
|
14.3K
$2.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
8+ 0.21% |
$1.46K - $1.46K
|
3.83K
$698K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-130- 0.21% |
$23.7K - $23.7K
|
61.7K
$11.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
579+ 10.99% |
$105K - $105K
|
5.85K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-160- 12.57% |
$29.1K - $29.1K
|
1.11K
$203K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4+ 0.26% |
$729 - $729
|
1.54K
$280K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-55- 1.56% |
$10K - $10K
|
3.47K
$633K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
20+ 0.23% |
$3.64K - $3.64K
|
8.67K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
27+ 0.14% |
$4.92K - $4.92K
|
19.5K
$3.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.1KNew |
$199K - $199K
|
1.1K
$199K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
5+ 0.26% |
$911 - $911
|
1.95K
$355K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.71K+ 123.88% |
$312K - $312K
|
3.09K
$564K
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-681- 2.01% |
$124K - $124K
|
33.2K
$6.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.28K+ 39.93% |
$233K - $233K
|
4.49K
$818K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.34K+ 3.43% |
$1.52M - $1.52M
|
251K
$45.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
270+ 29.35% |
$49.2K - $49.2K
|
1.19K
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-149- 3.82% |
$27.1K - $27.1K
|
3.76K
$684K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-507- 0.97% |
$92.4K - $92.4K
|
51.7K
$9.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-63- 5.18% |
$11.5K - $11.5K
|
1.15K
$210K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
116+ 2.1% |
$21.1K - $21.1K
|
5.65K
$1.03M
|