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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-505- 1.76% |
$92K - $92K
|
28.1K
$5.13M
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
2.16K+ 7.73% |
$394K - $394K
|
30.1K
$5.49M
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
3.29K+ 1.11% |
$598K - $598K
|
298K
$54.3M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
71.7K+ 23.67% |
$13.1M - $13.1M
|
375K
$68.3M
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.44K+ 12.72% |
$261K - $261K
|
12.7K
$2.32M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
957+ 2.5% |
$174K - $174K
|
39.2K
$7.13M
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
191+ 6.95% |
$34.8K - $34.8K
|
2.94K
$536K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.6K+ 1.82% |
$7.21M - $7.21M
|
2.21M
$403M
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-624- 5.07% |
$114K - $114K
|
11.7K
$2.13M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
73+ 0.02% |
$13.3K - $13.3K
|
343K
$62.4M
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.04K+ 4.63% |
$190K - $190K
|
23.6K
$4.3M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-657- 1.22% |
$120K - $120K
|
53.4K
$9.73M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
9.97K+ 10.65% |
$1.82M - $1.82M
|
104K
$18.9M
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-10- 0.43% |
$1.82K - $1.82K
|
2.33K
$423K
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
6.72KNew |
$1.22M - $1.22M
|
6.72K
$1.22M
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-229- 11.49% |
$41.7K - $41.7K
|
1.76K
$321K
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-251- 3.51% |
$45.7K - $45.7K
|
6.9K
$1.26M
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-1.24K- 2.24% |
$225K - $225K
|
54K
$9.84M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.18K- 2.38% |
$397K - $397K
|
89.5K
$16.3M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
59.3K+ 45.27% |
$10.8M - $10.8M
|
190K
$34.7M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.4K+ 9.16% |
$3.53M - $3.53M
|
231K
$42M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-131- 98.5% |
$23.9K - $23.9K
|
2
$364
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.5K- 3.85% |
$273K - $273K
|
37.5K
$6.83M
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.23K+ 46.59% |
$224K - $224K
|
3.87K
$705K
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-8.22K- 5.23% |
$1.5M - $1.5M
|
149K
$27.1M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-97.7K- 3.95% |
$17.8M - $17.8M
|
2.38M
$433M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.2K+ 3.3% |
$400K - $400K
|
68.7K
$12.5M
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.5K+ 2.38% |
$455K - $455K
|
107K
$19.6M
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
740+ 24.15% |
$135K - $135K
|
3.8K
$693K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.51K+ 0.75% |
$1.37M - $1.37M
|
1.01M
$184M
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
2.8KNew |
$509K - $509K
|
2.8K
$509K
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
21.7K+ 253.7% |
$3.96M - $3.96M
|
30.3K
$5.52M
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.05KNew |
$191K - $191K
|
1.05K
$191K
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
296+ 0.69% |
$53.9K - $53.9K
|
43.4K
$7.91M
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-8- 0.25% |
$1.46K - $1.46K
|
3.15K
$573K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
312+ 18.14% |
$56.8K - $56.8K
|
2.03K
$370K
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
246+ 1.21% |
$44.8K - $44.8K
|
20.5K
$3.74M
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
296+ 7.83% |
$53.9K - $53.9K
|
4.07K
$742K
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
273+ 0.31% |
$49.7K - $49.7K
|
89.2K
$16.2M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-519K- 2.4% |
$94.5M - $94.5M
|
21.1M
$3.85B
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
207K+ 1.74% |
$37.8M - $37.8M
|
12.1M
$2.21B
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.06KNew |
$193K - $193K
|
1.06K
$193K
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.06% |
$182 - $182
|
1.58K
$288K
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
292+ 15.64% |
$53.2K - $53.2K
|
2.16K
$393K
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-199- 3.49% |
$36.2K - $36.2K
|
5.51K
$1M
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
1.41K+ 12.75% |
$257K - $257K
|
12.5K
$2.27M
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
1.28K+ 3.67% |
$233K - $233K
|
36.2K
$6.59M
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-3.97K- 35.06% |
$722K - $722K
|
7.34K
$1.34M
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
2+ 0.05% |
$364 - $364
|
4.07K
$741K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
3.49K+ 3.32% |
$635K - $635K
|
109K
$19.8M
|