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 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
649+ 1.2% |
$118K - $118K
|
54.8K
$9.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-10- 0.22% |
$1.82K - $1.82K
|
4.52K
$824K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
47+ 1.92% |
$8.56K - $8.56K
|
2.5K
$455K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
475+ 8.98% |
$86.5K - $86.5K
|
5.77K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
588+ 3.6% |
$107K - $107K
|
16.9K
$3.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.86K- 7.43% |
$520K - $520K
|
35.6K
$6.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-14.5K- 70.68% |
$2.64M - $2.64M
|
6.02K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-43- 0.63% |
$7.83K - $7.83K
|
6.73K
$1.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 0.23% |
$364 - $364
|
866
$158K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-89- 4.98% |
$16.2K - $16.2K
|
1.7K
$309K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
34+ 1.38% |
$6.19K - $6.19K
|
2.51K
$456K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
256+ 20.41% |
$46.6K - $46.6K
|
1.51K
$275K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.05K+ 10.56% |
$737K - $737K
|
42.4K
$7.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.01KNew |
$185K - $185K
|
1.01K
$185K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
12+ 0.92% |
$2.19K - $2.19K
|
1.32K
$240K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
509+ 5.83% |
$92.7K - $92.7K
|
9.23K
$1.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-655- 2.29% |
$119K - $119K
|
27.9K
$5.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.38KNew |
$250K - $250K
|
1.38K
$250K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.64KNew |
$298K - $298K
|
1.64K
$298K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
1.52K+ 8.02% |
$277K - $277K
|
20.5K
$3.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
9+ 0.2% |
$1.64K - $1.64K
|
4.43K
$807K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
254+ 1.51% |
$46.3K - $46.3K
|
17K
$3.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-128- 0.04% |
$23.3K - $23.3K
|
309K
$56.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$364 - $364
|
5.73K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.56K+ 11.07% |
$284K - $284K
|
15.6K
$2.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
38+ 1.23% |
$6.92K - $6.92K
|
3.13K
$570K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-1.43K- 2.98% |
$260K - $260K
|
46.5K
$8.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-10- 0.16% |
$1.82K - $1.82K
|
6.24K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.21KNew |
$221K - $221K
|
1.21K
$221K
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
47.9KNew |
$8.72M - $8.72M
|
47.9K
$8.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.23K+ 3.91% |
$224K - $224K
|
32.6K
$5.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-207- 1.07% |
$37.7K - $37.7K
|
19.1K
$3.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-294- 1.02% |
$53.6K - $53.6K
|
28.5K
$5.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.08% |
$729 - $729
|
4.81K
$877K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$364 - $364
|
3.06K
$557K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-15- 30.0% |
$2.73K - $2.73K
|
35
$6.38K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
45+ 3.99% |
$8.2K - $8.2K
|
1.17K
$214K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-20- 0.9% |
$3.64K - $3.64K
|
2.2K
$400K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.41K+ 15.05% |
$438K - $438K
|
18.4K
$3.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-49- 2.6% |
$8.93K - $8.93K
|
1.84K
$335K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
5+ 0.09% |
$911 - $911
|
5.63K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-270- 2.44% |
$49.2K - $49.2K
|
10.8K
$1.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
185+ 5.55% |
$33.7K - $33.7K
|
3.52K
$640K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
96+ 0.27% |
$17.5K - $17.5K
|
35.1K
$6.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-31- 0.82% |
$5.65K - $5.65K
|
3.77K
$686K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
11+ 0.26% |
$2K - $2K
|
4.24K
$772K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
241+ 0.4% |
$43.9K - $43.9K
|
60.2K
$11M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
94+ 2.4% |
$17.1K - $17.1K
|
4.02K
$731K
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
1.16K+ 72.78% |
$212K - $212K
|
2.76K
$503K
|
|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
14.6K+ 16.87% |
$2.65M - $2.65M
|
101K
$18.4M
|