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 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-56- 2.96% |
$10.2K - $10.2K
|
1.84K
$334K
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
120+ 1.06% |
$21.9K - $21.9K
|
11.5K
$2.09M
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
44+ 0.8% |
$8.01K - $8.01K
|
5.55K
$1.01M
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
256+ 0.07% |
$46.6K - $46.6K
|
354K
$64.5M
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-123- 0.73% |
$22.4K - $22.4K
|
16.7K
$3.03M
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-286- 4.82% |
$52.1K - $52.1K
|
5.65K
$1.03M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.66KNew |
$667K - $667K
|
3.66K
$667K
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.5% |
$1.28K - $1.28K
|
1.4K
$256K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-230- 3.76% |
$41.9K - $41.9K
|
5.89K
$1.07M
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-962- 1.63% |
$175K - $175K
|
58.2K
$10.6M
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-127- 8.84% |
$23.1K - $23.1K
|
1.31K
$238K
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
5.56K+ 222.73% |
$1.01M - $1.01M
|
8.05K
$1.47M
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9- 0.26% |
$1.64K - $1.64K
|
3.5K
$637K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
6+ 0.3% |
$1.09K - $1.09K
|
2.03K
$370K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
547+ 16.87% |
$99.6K - $99.6K
|
3.79K
$690K
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-5- 0.08% |
$911 - $911
|
6.17K
$1.12M
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
34+ 0.49% |
$6.19K - $6.19K
|
6.92K
$1.26M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-10.6K- 9.52% |
$1.93M - $1.93M
|
101K
$18.4M
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-2- 2.44% |
$364 - $364
|
80
$14.6K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-10- 0.04% |
$1.82K - $1.82K
|
27K
$4.92M
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.16% |
$546 - $546
|
1.89K
$344K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
695+ 0.45% |
$127K - $127K
|
154K
$28.1M
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-457- 5.51% |
$83.2K - $83.2K
|
7.84K
$1.43M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
73+ 1.59% |
$13.3K - $13.3K
|
4.67K
$851K
|
|
Oct 15, 2024
Q3 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-1.33K- 1.01% |
$241K - $241K
|
130K
$23.7M
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-32- 0.7% |
$5.83K - $5.83K
|
4.55K
$828K
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
334+ 2.02% |
$60.8K - $60.8K
|
16.9K
$3.08M
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
348+ 1.6% |
$63.4K - $63.4K
|
22.1K
$4.03M
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
925+ 6.42% |
$168K - $168K
|
15.3K
$2.79M
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
6+ 25.0% |
$1.09K - $1.09K
|
30
$5.46K
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
8+ 0.66% |
$1.46K - $1.46K
|
1.22K
$223K
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-125- 0.2% |
$22.8K - $22.8K
|
61.2K
$11.1M
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-310- 41.72% |
$56.5K - $56.5K
|
433
$78.9K
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-532- 1.01% |
$96.9K - $96.9K
|
52.3K
$9.52M
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-411- 0.61% |
$74.9K - $74.9K
|
67.2K
$12.2M
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
82+ 0.11% |
$14.9K - $14.9K
|
77.2K
$14.1M
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 0.52% |
$2.19K - $2.19K
|
2.33K
$425K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
91+ 2.55% |
$16.6K - $16.6K
|
3.66K
$667K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
448+ 6.26% |
$81.6K - $81.6K
|
7.6K
$1.38M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
539+ 10.44% |
$98.2K - $98.2K
|
5.7K
$1.04M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-17K- 1.76% |
$3.1M - $3.1M
|
947K
$173M
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4+ 0.11% |
$729 - $729
|
3.53K
$644K
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
40+ 0.34% |
$7.29K - $7.29K
|
11.9K
$2.17M
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
59+ 0.63% |
$10.7K - $10.7K
|
9.44K
$1.72M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
983+ 30.69% |
$179K - $179K
|
4.19K
$762K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
492+ 3280.0% |
$89.6K - $89.6K
|
507
$92.4K
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
7+ 0.5% |
$1.28K - $1.28K
|
1.42K
$259K
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
151+ 0.48% |
$27.5K - $27.5K
|
31.7K
$5.77M
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-406- 1.55% |
$74K - $74K
|
25.7K
$4.69M
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
116+ 1.0% |
$21.1K - $21.1K
|
11.7K
$2.13M
|