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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-28- 1.2% |
$4.72K - $5.12K
|
2.3K
$419K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.72KNew |
$1.64M - $1.78M
|
9.72K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Mercer Investments LLC
|
SELL
|
- |
-8.97K- 9.66% |
$1.51M - $1.64M
|
83.9K
$15.3M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-268- 14.94% |
$45.1K - $49K
|
1.53K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.53K+ 2.23% |
$1.61M - $1.74M
|
438K
$79.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
65.8K+ 30.62% |
$11.1M - $12M
|
281K
$51.2M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
8.11KNew |
$1.37M - $1.48M
|
8.11K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-6.81K- 83.9% |
$1.15M - $1.25M
|
1.31K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-85- 2.36% |
$14.3K - $15.6K
|
3.52K
$640K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
4.25K+ 3.26% |
$717K - $778K
|
135K
$24.5M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
3.15KNew |
$530K - $576K
|
3.15K
$573K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.28K- 5.56% |
$216K - $235K
|
21.8K
$3.97M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
46New |
$7.75K - $8.42K
|
46
$8.38K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.54KNew |
$259K - $281K
|
1.54K
$280K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
249+ 5.19% |
$41.9K - $45.6K
|
5.05K
$919K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
134+ 558.33% |
$22.6K - $24.5K
|
158
$28.8K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
208New |
$35K - $38.1K
|
208
$37.9K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-85- 84.16% |
$14.3K - $15.6K
|
16
$2.91K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-287- 11.95% |
$48.4K - $52.5K
|
2.12K
$385K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-447- 17.23% |
$75.3K - $81.8K
|
2.15K
$391K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
33+ 1.8% |
$5.56K - $6.04K
|
1.87K
$340K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-140- 10.41% |
$23.6K - $25.6K
|
1.21K
$219K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-248- 3.1% |
$41.8K - $45.4K
|
7.76K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
52+ 13.9% |
$8.76K - $9.51K
|
426
$77.6K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-73- 3.42% |
$12.3K - $13.4K
|
2.06K
$376K
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-188- 12.69% |
$31.7K - $34.4K
|
1.29K
$236K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-829- 21.59% |
$140K - $152K
|
3.01K
$548K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-155- 3.14% |
$26.1K - $28.4K
|
4.78K
$871K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.61KNew |
$271K - $294K
|
1.61K
$293K
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-3.72K- 33.11% |
$626K - $680K
|
7.51K
$1.37M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
160New |
$27K - $29.3K
|
160
$29.1K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.1KNew |
$185K - $201K
|
1.1K
$200K
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
7+ 0.41% |
$1.18K - $1.28K
|
1.73K
$314K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.62% |
$168 - $183
|
162
$29.5K
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
168KNew |
$28.2M - $30.6M
|
168K
$30.5M
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-582- 14.94% |
$98K - $106K
|
3.31K
$604K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
30.8KNew |
$5.19M - $5.64M
|
30.8K
$5.61M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-49- 6.75% |
$8.26K - $8.97K
|
677
$123K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.09K+ 3.97% |
$184K - $200K
|
28.6K
$5.21M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
140New |
$23.6K - $25.6K
|
140
$25.5K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-300- 18.35% |
$50.5K - $54.9K
|
1.34K
$243K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
172New |
$29K - $31.5K
|
172
$31.3K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.27KNew |
$213K - $232K
|
1.27K
$231K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.75K- 20.69% |
$295K - $320K
|
6.7K
$1.22M
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-320- 21.68% |
$53.9K - $58.6K
|
1.16K
$211K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-254- 84.67% |
$42.8K - $46.5K
|
46
$8.38K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.17KNew |
$197K - $214K
|
1.17K
$213K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.74KNew |
$294K - $319K
|
1.74K
$317K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
745New |
$126K - $136K
|
745
$136K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-300- 8.52% |
$50.5K - $54.9K
|
3.22K
$587K
|