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 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-672- 23.91% |
$122K - $122K
|
2.14K
$389K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$182 - $182
|
6.12K
$1.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-36- 0.04% |
$6.56K - $6.56K
|
95.5K
$17.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-888- 11.04% |
$162K - $162K
|
7.15K
$1.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
65KNew |
$11.8M - $11.8M
|
65K
$11.8M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1KNew |
$201K - $201K
|
1.1K
$201K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.65K- 56.24% |
$300K - $300K
|
1.28K
$233K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3.19KNew |
$581K - $581K
|
3.19K
$581K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
308+ 0.38% |
$56.1K - $56.1K
|
82.1K
$15M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-973- 7.54% |
$177K - $177K
|
11.9K
$2.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.8K- 26.38% |
$1.24M - $1.24M
|
19K
$3.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
321New |
$58.5K - $58.5K
|
321
$58.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.75K+ 76.28% |
$501K - $501K
|
6.35K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
49+ 0.87% |
$8.93K - $8.93K
|
5.71K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
2+ 0.08% |
$364 - $364
|
2.45K
$446K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.92K+ 2.77% |
$713K - $713K
|
145K
$26.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
69+ 3.42% |
$12.6K - $12.6K
|
2.09K
$381K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
94+ 0.77% |
$17.1K - $17.1K
|
12.3K
$2.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
465+ 2.79% |
$84.7K - $84.7K
|
17.1K
$3.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9.32K+ 31.9% |
$1.7M - $1.7M
|
38.5K
$7.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-44- 0.86% |
$8.01K - $8.01K
|
5.08K
$925K
|
|
|
Oct 15, 2024
Q3 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
1.39K+ 1.07% |
$253K - $253K
|
131K
$23.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-66- 0.49% |
$12K - $12K
|
13.4K
$2.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-116- 5.8% |
$21.1K - $21.1K
|
1.89K
$343K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
224+ 9.75% |
$40.8K - $40.8K
|
2.52K
$459K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-314- 1.58% |
$57.2K - $57.2K
|
19.6K
$3.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
86+ 3.27% |
$15.7K - $15.7K
|
2.72K
$495K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-60- 0.1% |
$10.9K - $10.9K
|
60.8K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-288- 7.8% |
$52.5K - $52.5K
|
3.4K
$620K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-172- 5.13% |
$31.3K - $31.3K
|
3.18K
$579K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.11K- 20.87% |
$748K - $748K
|
15.6K
$2.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-149- 7.67% |
$27.1K - $27.1K
|
1.79K
$327K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
226+ 0.96% |
$41.2K - $41.2K
|
23.8K
$4.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
128K+ 2.75% |
$23.4M - $23.4M
|
4.79M
$872M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-181- 0.64% |
$33K - $33K
|
28.2K
$5.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-89- 2.4% |
$16.2K - $16.2K
|
3.62K
$659K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
17.5K+ 29.27% |
$3.19M - $3.19M
|
77.3K
$14.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-46- 0.19% |
$8.38K - $8.38K
|
24.6K
$4.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
300+ 0.64% |
$54.6K - $54.6K
|
47.1K
$8.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-343- 5.22% |
$62.5K - $62.5K
|
6.23K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
633+ 0.99% |
$115K - $115K
|
64.6K
$11.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
88+ 0.83% |
$16K - $16K
|
10.7K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-18- 0.29% |
$3.28K - $3.28K
|
6.14K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-336- 2.4% |
$61.2K - $61.2K
|
13.6K
$2.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
8+ 0.09% |
$1.46K - $1.46K
|
8.87K
$1.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
1.44K+ 12.32% |
$261K - $261K
|
13.1K
$2.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.06% |
$182 - $182
|
1.65K
$300K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-6- 0.38% |
$1.09K - $1.09K
|
1.56K
$284K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.53K+ 2.65% |
$279K - $279K
|
59.3K
$10.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
715+ 8.75% |
$130K - $130K
|
8.89K
$1.62M
|