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
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.69K+ 2.59% |
$490K - $490K
|
106K
$19.4M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.35K+ 22.8% |
$1.34M - $1.34M
|
39.6K
$7.21M
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-328- 3.52% |
$59.7K - $59.7K
|
9K
$1.64M
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
136+ 4.31% |
$24.8K - $24.8K
|
3.29K
$599K
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-6.05K- 3.98% |
$1.1M - $1.1M
|
146K
$26.6M
|
|
Nov 14, 2024
Q3 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-192- 3.73% |
$35K - $35K
|
4.96K
$904K
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.36K+ 30.12% |
$429K - $429K
|
10.2K
$1.85M
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-423- 3.53% |
$77K - $77K
|
11.6K
$2.11M
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
3.52KNew |
$641K - $641K
|
3.52K
$641K
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$729 - $729
|
6.76K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-377- 39.77% |
$68.7K - $68.7K
|
571
$104K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-613- 5.41% |
$112K - $112K
|
10.7K
$1.95M
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
210+ 5.86% |
$38.3K - $38.3K
|
3.79K
$691K
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.73K- 17.77% |
$862K - $862K
|
21.9K
$3.99M
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-451- 1.95% |
$82.1K - $82.1K
|
22.7K
$4.14M
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-633- 9.03% |
$115K - $115K
|
6.38K
$1.16M
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
29.2K+ 46.22% |
$5.31M - $5.31M
|
92.3K
$16.8M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.8K+ 21.1% |
$327K - $327K
|
10.3K
$1.88M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
784+ 0.84% |
$143K - $143K
|
94.2K
$17.2M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.82K- 1.75% |
$878K - $878K
|
270K
$49.2M
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-70- 0.58% |
$12.8K - $12.8K
|
11.9K
$2.17M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-331- 2.93% |
$60.3K - $60.3K
|
11K
$2M
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
165+ 11.31% |
$30.1K - $30.1K
|
1.62K
$296K
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
16.5KNew |
$3M - $3M
|
16.5K
$3M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-164- 0.4% |
$29.9K - $29.9K
|
40.6K
$7.39M
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
4.3K+ 6.78% |
$783K - $783K
|
67.7K
$12.3M
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.1K- 34.6% |
$201K - $201K
|
2.08K
$379K
|
|
Nov 14, 2024
Q3 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
1.17KNew |
$213K - $213K
|
1.17K
$213K
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-6- 0.08% |
$1.09K - $1.09K
|
7.16K
$1.3M
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
814+ 1.14% |
$148K - $148K
|
72.4K
$13.2M
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
25.9K+ 29.82% |
$4.72M - $4.72M
|
113K
$20.5M
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
40+ 2.16% |
$7.29K - $7.29K
|
1.9K
$345K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-58.1K- 1.55% |
$10.6M - $10.6M
|
3.69M
$673M
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-95- 5.31% |
$17.3K - $17.3K
|
1.7K
$309K
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.23KNew |
$224K - $224K
|
1.23K
$224K
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
3.5K+ 12.41% |
$638K - $638K
|
31.7K
$5.77M
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.39K- 21.33% |
$254K - $254K
|
5.14K
$936K
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.5K+ 47.78% |
$273K - $273K
|
4.63K
$844K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.18K+ 15.75% |
$580K - $580K
|
23.4K
$4.26M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
40.3K+ 175.98% |
$7.34M - $7.34M
|
63.2K
$11.5M
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-277- 3.73% |
$50.5K - $50.5K
|
7.16K
$1.3M
|
|
Nov 14, 2024
Q3 2024
|
Dan L Duncan Foundation
Houston, TX |
BUY
|
- |
451+ 0.49% |
$82.1K - $82.1K
|
92K
$16.8M
|
|
Nov 14, 2024
Q3 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
6+ 0.07% |
$1.09K - $1.09K
|
8.2K
$1.49M
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-13- 0.03% |
$2.37K - $2.37K
|
42.9K
$7.81M
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
4+ 0.34% |
$729 - $729
|
1.16K
$212K
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1+ 0.03% |
$182 - $182
|
3.36K
$611K
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.54K+ 42.81% |
$1.56M - $1.56M
|
28.5K
$5.19M
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.49% |
$6.19K - $6.19K
|
6.99K
$1.27M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
935+ 1.57% |
$170K - $170K
|
60.4K
$11M
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-64- 1.84% |
$11.7K - $11.7K
|
3.42K
$622K
|