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 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-96- 0.56% |
$17.5K - $17.5K
|
17K
$3.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
821+ 2.77% |
$150K - $150K
|
30.4K
$5.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2+ 0.04% |
$364 - $364
|
4.74K
$863K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.47K+ 34.17% |
$268K - $268K
|
5.78K
$1.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
21+ 0.46% |
$3.83K - $3.83K
|
4.57K
$833K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.02% |
$1.64K - $1.64K
|
41.9K
$7.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-639- 5.33% |
$116K - $116K
|
11.4K
$2.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-75- 0.6% |
$13.7K - $13.7K
|
12.4K
$2.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-241- 4.16% |
$43.9K - $43.9K
|
5.56K
$1.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
7+ 0.51% |
$1.28K - $1.28K
|
1.38K
$252K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
157KNew |
$28.6M - $28.6M
|
157K
$28.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-797- 41.66% |
$145K - $145K
|
1.12K
$203K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-185- 2.17% |
$33.7K - $33.7K
|
8.33K
$1.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-474- 1.21% |
$86.3K - $86.3K
|
38.7K
$7.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-222K- 41.7% |
$40.4M - $40.4M
|
310K
$56.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.86% |
$4.01K - $4.01K
|
2.54K
$462K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3+ 0.26% |
$546 - $546
|
1.16K
$211K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4+ 0.06% |
$729 - $729
|
6.83K
$1.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.75K- 0.8% |
$501K - $501K
|
340K
$62M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
1.52KNew |
$276K - $276K
|
1.52K
$276K
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-15- 0.58% |
$2.73K - $2.73K
|
2.57K
$467K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-5.98K- 17.05% |
$1.09M - $1.09M
|
29.1K
$5.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.4K+ 3.81% |
$255K - $255K
|
38.2K
$6.95M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-25- 0.34% |
$4.55K - $4.55K
|
7.33K
$1.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
9.19K+ 64.55% |
$1.67M - $1.67M
|
23.4K
$4.27M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-28- 0.8% |
$5.1K - $5.1K
|
3.45K
$629K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-3.87K- 2.88% |
$704K - $704K
|
130K
$23.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
704+ 3.07% |
$128K - $128K
|
23.6K
$4.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-858- 2.88% |
$156K - $156K
|
28.9K
$5.27M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.42K+ 8.08% |
$441K - $441K
|
32.4K
$5.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-74- 1.43% |
$13.5K - $13.5K
|
5.11K
$930K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.95K- 2.11% |
$356K - $356K
|
90.8K
$16.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
516+ 36.03% |
$94K - $94K
|
1.95K
$355K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
128+ 0.13% |
$23.3K - $23.3K
|
97.8K
$17.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.32K- 7.28% |
$240K - $240K
|
16.8K
$3.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.79K+ 94.86% |
$326K - $326K
|
3.68K
$670K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
6.58K+ 0.96% |
$1.2M - $1.2M
|
689K
$126M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-10.1K- 8.16% |
$1.84M - $1.84M
|
114K
$20.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-7.77K- 7.35% |
$1.42M - $1.42M
|
98K
$17.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
555+ 50.92% |
$101K - $101K
|
1.65K
$300K
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-13- 0.76% |
$2.37K - $2.37K
|
1.7K
$310K
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.83K+ 6.14% |
$333K - $333K
|
31.6K
$5.76M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-195- 4.25% |
$35.5K - $35.5K
|
4.39K
$800K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
24+ 0.31% |
$4.37K - $4.37K
|
7.88K
$1.44M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.13KNew |
$207K - $207K
|
1.13K
$207K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
292+ 1.82% |
$53.2K - $53.2K
|
16.4K
$2.98M
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-550- 4.18% |
$100K - $100K
|
12.6K
$2.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-575- 7.62% |
$105K - $105K
|
6.97K
$1.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
85+ 2.28% |
$15.5K - $15.5K
|
3.82K
$696K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
345+ 49.93% |
$62.8K - $62.8K
|
1.04K
$189K
|