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 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
206+ 2.49% |
$37.5K - $37.5K
|
8.48K
$1.54M
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-290- 0.68% |
$52.8K - $52.8K
|
42.5K
$7.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
50+ 0.28% |
$9.11K - $9.11K
|
18K
$3.28M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.22K- 0.59% |
$223K - $223K
|
207K
$37.7M
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
91+ 1.63% |
$16.6K - $16.6K
|
5.68K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-825- 26.32% |
$150K - $150K
|
2.31K
$421K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
4.72K+ 5.67% |
$860K - $860K
|
87.9K
$16M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-492- 6.64% |
$89.6K - $89.6K
|
6.92K
$1.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
2.45K+ 12.05% |
$446K - $446K
|
22.8K
$4.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-866- 4.04% |
$158K - $158K
|
20.6K
$3.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.66K+ 3.75% |
$302K - $302K
|
45.8K
$8.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-72- 2.35% |
$13.1K - $13.1K
|
3K
$546K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.34K+ 1.37% |
$244K - $244K
|
99.3K
$18.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
132+ 0.82% |
$24K - $24K
|
16.3K
$2.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-528- 0.55% |
$96.2K - $96.2K
|
95.7K
$17.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
21.3K+ 99.64% |
$3.88M - $3.88M
|
42.7K
$7.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29+ 0.21% |
$5.28K - $5.28K
|
14K
$2.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-75- 3.38% |
$13.7K - $13.7K
|
2.15K
$391K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.72K- 4.91% |
$495K - $495K
|
52.7K
$9.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1- 0.02% |
$182 - $182
|
5.69K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-31- 1.47% |
$5.65K - $5.65K
|
2.07K
$378K
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-220- 3.98% |
$40.1K - $40.1K
|
5.3K
$966K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2- 1.09% |
$364 - $364
|
182
$33.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-49- 0.46% |
$8.93K - $8.93K
|
10.7K
$1.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.8K+ 6.39% |
$510K - $510K
|
46.6K
$8.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-20.5K- 3.49% |
$3.74M - $3.74M
|
569K
$104M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.94K- 12.16% |
$1.45M - $1.45M
|
57.3K
$10.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.78KNew |
$688K - $688K
|
3.78K
$688K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.51K+ 4.91% |
$456K - $456K
|
53.6K
$9.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-8.45K- 52.55% |
$1.54M - $1.54M
|
7.63K
$1.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-18- 0.23% |
$3.28K - $3.28K
|
7.74K
$1.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
534+ 1.49% |
$97.3K - $97.3K
|
36.4K
$6.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.61K+ 61.08% |
$475K - $475K
|
6.87K
$1.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-308- 6.96% |
$56.1K - $56.1K
|
4.12K
$750K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-76- 6.45% |
$13.8K - $13.8K
|
1.1K
$201K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.52K- 1.77% |
$641K - $641K
|
196K
$35.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
215+ 18.66% |
$39.2K - $39.2K
|
1.37K
$249K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-242- 0.42% |
$44.1K - $44.1K
|
57.8K
$10.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.6K+ 7.14% |
$1.2M - $1.2M
|
99.1K
$18M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-17- 0.99% |
$3.1K - $3.1K
|
1.71K
$311K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-316- 6.17% |
$57.6K - $57.6K
|
4.81K
$876K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
66+ 0.01% |
$12K - $12K
|
969K
$176M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.95K- 0.23% |
$536K - $536K
|
1.26M
$230M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
6+ 0.1% |
$1.09K - $1.09K
|
5.83K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
12+ 0.49% |
$2.19K - $2.19K
|
2.47K
$450K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
372+ 1.09% |
$67.8K - $67.8K
|
34.4K
$6.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.87KNew |
$341K - $341K
|
1.87K
$341K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
77+ 0.53% |
$14K - $14K
|
14.7K
$2.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
376+ 10.56% |
$68.5K - $68.5K
|
3.94K
$717K
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
194+ 0.89% |
$35.3K - $35.3K
|
22K
$4.01M
|