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 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
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-156- 4.28% |
$26.3K - $28.5K
|
3.49K
$636K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
326+ 25.27% |
$54.9K - $59.7K
|
1.62K
$294K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.22KNew |
$374K - $407K
|
2.22K
$405K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 11.11% |
$168 - $183
|
10
$1.82K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
82New |
$13.8K - $15K
|
82
$14.9K
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
260+ 17.69% |
$43.8K - $47.6K
|
1.73K
$315K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
39+ 25.49% |
$6.57K - $7.14K
|
192
$35K
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.1KNew |
$185K - $201K
|
1.1K
$200K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
892+ 4.03% |
$150K - $163K
|
23K
$4.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5+ 0.29% |
$842 - $915
|
1.71K
$312K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-302- 1.99% |
$50.9K - $55.3K
|
14.9K
$2.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
44.1KNew |
$7.44M - $8.08M
|
44.1K
$8.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-95- 6.13% |
$16K - $17.4K
|
1.46K
$265K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
525+ 23.52% |
$88.4K - $96.1K
|
2.76K
$502K
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.16KNew |
$195K - $212K
|
1.16K
$211K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.04KNew |
$344K - $373K
|
2.04K
$372K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-8- 0.59% |
$1.35K - $1.46K
|
1.35K
$246K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
45+ 2.38% |
$7.58K - $8.23K
|
1.94K
$353K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
467New |
$78.7K - $85.5K
|
467
$85.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-200- 3.06% |
$33.7K - $36.6K
|
6.33K
$1.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.17KNew |
$197K - $214K
|
1.17K
$213K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
121+ 1.15% |
$20.4K - $22.1K
|
10.6K
$1.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-221- 8.2% |
$37.2K - $40.4K
|
2.47K
$451K
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-107- 7.1% |
$18K - $19.6K
|
1.4K
$255K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
1.35KNew |
$228K - $247K
|
1.35K
$246K
|
|
|
Apr 24, 2024
Q1 2024
|
Af Advisors, Inc.
|
BUY
|
- |
1.15KNew |
$194K - $210K
|
1.15K
$209K
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.24K- 47.5% |
$208K - $226K
|
1.37K
$249K
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
140+ 3.2% |
$23.6K - $25.6K
|
4.51K
$822K
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2KNew |
$337K - $366K
|
2K
$364K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.12KNew |
$188K - $204K
|
1.12K
$203K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.01KNew |
$171K - $185K
|
1.01K
$185K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
764+ 37.82% |
$129K - $140K
|
2.78K
$507K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-151- 8.87% |
$25.4K - $27.6K
|
1.55K
$283K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.63K+ 37.55% |
$274K - $298K
|
5.96K
$1.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.33KNew |
$224K - $243K
|
1.33K
$242K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
5.65KNew |
$951K - $1.03M
|
5.65K
$1.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-5K- 81.97% |
$842K - $915K
|
1.1K
$200K
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
907+ 5.51% |
$153K - $166K
|
17.4K
$3.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-148- 50.0% |
$24.9K - $27.1K
|
148
$27K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-1.57K- 47.79% |
$264K - $286K
|
1.71K
$311K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
122+ 3.0% |
$20.6K - $22.3K
|
4.19K
$763K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.19K+ 5.53% |
$369K - $401K
|
41.8K
$7.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-167- 16.95% |
$28.1K - $30.6K
|
818
$149K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
954+ 567.86% |
$161K - $175K
|
1.12K
$204K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-35- 2.28% |
$5.9K - $6.4K
|
1.5K
$273K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.18KNew |
$199K - $216K
|
1.18K
$215K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-180- 2.82% |
$30.3K - $32.9K
|
6.21K
$1.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
354New |
$59.6K - $64.8K
|
354
$64.5K
|