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 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.16K+ 7.26% |
$394K - $394K
|
31.9K
$5.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-547- 6.85% |
$99.6K - $99.6K
|
7.44K
$1.36M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.6K- 5.52% |
$292K - $292K
|
27.4K
$4.99M
|
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
611+ 1.14% |
$111K - $111K
|
54K
$9.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-434- 8.77% |
$79.1K - $79.1K
|
4.52K
$822K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
5.09K+ 17.88% |
$927K - $927K
|
33.6K
$6.11M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
20+ 0.95% |
$3.64K - $3.64K
|
2.14K
$389K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7+ 0.27% |
$1.28K - $1.28K
|
2.6K
$473K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
51+ 1.48% |
$9.29K - $9.29K
|
3.5K
$638K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-77- 5.06% |
$14K - $14K
|
1.45K
$263K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.06KNew |
$193K - $193K
|
1.06K
$193K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
107+ 2.4% |
$19.5K - $19.5K
|
4.57K
$833K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-220- 6.09% |
$40.1K - $40.1K
|
3.39K
$618K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.03KNew |
$187K - $187K
|
1.03K
$187K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
395+ 25.05% |
$71.9K - $71.9K
|
1.97K
$359K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
389+ 9.0% |
$70.9K - $70.9K
|
4.71K
$858K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
1.06KNew |
$193K - $193K
|
1.06K
$193K
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
59+ 2.76% |
$10.7K - $10.7K
|
2.2K
$401K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.6K- 64.24% |
$1.93M - $1.93M
|
5.89K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
11+ 0.15% |
$2K - $2K
|
7.25K
$1.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-231- 0.75% |
$42.1K - $42.1K
|
30.5K
$5.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
35+ 0.72% |
$6.38K - $6.38K
|
4.87K
$886K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-460- 26.06% |
$83.8K - $83.8K
|
1.31K
$238K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7+ 0.26% |
$1.28K - $1.28K
|
2.72K
$495K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
244+ 2.33% |
$44.4K - $44.4K
|
10.7K
$1.95M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 41.3% |
$196K - $196K
|
3.68K
$670K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-50- 0.73% |
$9.11K - $9.11K
|
6.76K
$1.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4+ 0.29% |
$729 - $729
|
1.37K
$250K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-187- 12.56% |
$34.1K - $34.1K
|
1.3K
$237K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-315- 1.68% |
$57.4K - $57.4K
|
18.4K
$3.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-74- 0.24% |
$13.5K - $13.5K
|
31.3K
$5.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.03K- 0.59% |
$187K - $187K
|
173K
$31.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
101+ 1.9% |
$18.4K - $18.4K
|
5.41K
$985K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-544- 2.85% |
$99.1K - $99.1K
|
18.5K
$3.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
34.1K+ 9.46% |
$6.21M - $6.21M
|
395K
$71.9M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-48- 2.46% |
$8.74K - $8.74K
|
1.91K
$347K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
2.01K+ 0.79% |
$365K - $365K
|
256K
$46.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.07K+ 1.08% |
$195K - $195K
|
101K
$18.4M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-267- 0.54% |
$48.6K - $48.6K
|
49.6K
$9.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-510- 53.13% |
$92.9K - $92.9K
|
450
$82K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-272- 4.19% |
$49.5K - $49.5K
|
6.21K
$1.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-61- 0.59% |
$11.1K - $11.1K
|
10.3K
$1.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
220+ 0.45% |
$40.1K - $40.1K
|
49.5K
$9.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
350+ 24.73% |
$63.8K - $63.8K
|
1.77K
$321K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-155- 3.05% |
$28.2K - $28.2K
|
4.92K
$897K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6.49K+ 3.71% |
$1.18M - $1.18M
|
182K
$33.1M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-2.49K- 18.07% |
$454K - $454K
|
11.3K
$2.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
14.9K+ 106.51% |
$2.71M - $2.71M
|
28.9K
$5.26M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
55+ 2.16% |
$10K - $10K
|
2.61K
$475K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2+ 0.0% |
$364 - $364
|
41.3K
$7.52M
|