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 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-191- 13.72% |
$34.8K - $34.8K
|
1.2K
$219K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.23KNew |
$223K - $223K
|
1.23K
$223K
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.03KNew |
$188K - $188K
|
1.03K
$188K
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-124- 8.8% |
$22.6K - $22.6K
|
1.29K
$234K
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
BUY
|
- |
1.03KNew |
$187K - $187K
|
1.03K
$187K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
114+ 1.25% |
$20.8K - $20.8K
|
9.21K
$1.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 0.33% |
$729 - $729
|
1.23K
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
9New |
$1.64K - $1.64K
|
9
$1.64K
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-151- 2.89% |
$27.5K - $27.5K
|
5.08K
$924K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.08KNew |
$197K - $197K
|
1.08K
$197K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.81K+ 57.66% |
$329K - $329K
|
4.94K
$899K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
3.3KNew |
$601K - $601K
|
3.3K
$601K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-50- 1.91% |
$9.11K - $9.11K
|
2.57K
$468K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
20.4KNew |
$3.72M - $3.72M
|
20.4K
$3.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-394- 22.84% |
$71.8K - $71.8K
|
1.33K
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-296- 22.51% |
$53.9K - $53.9K
|
1.02K
$186K
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
1.03KNew |
$188K - $188K
|
1.03K
$188K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-93- 5.08% |
$16.9K - $16.9K
|
1.74K
$317K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.18KNew |
$215K - $215K
|
1.18K
$215K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
140+ 6.41% |
$25.5K - $25.5K
|
2.32K
$423K
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-49- 3.93% |
$8.93K - $8.93K
|
1.2K
$218K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
303+ 2.08% |
$55.2K - $55.2K
|
14.9K
$2.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.98KNew |
$360K - $360K
|
1.98K
$360K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-144- 9.24% |
$26.2K - $26.2K
|
1.42K
$258K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.46KNew |
$266K - $266K
|
1.46K
$266K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
110New |
$20K - $20K
|
110
$20K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-50- 0.33% |
$9.11K - $9.11K
|
15.3K
$2.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.24KNew |
$225K - $225K
|
1.24K
$225K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
1.09KNew |
$199K - $199K
|
1.09K
$199K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
9+ 0.4% |
$1.64K - $1.64K
|
2.25K
$409K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-40- 2.35% |
$7.29K - $7.29K
|
1.67K
$303K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
18.2KNew |
$3.31M - $3.31M
|
18.2K
$3.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.9K- 0.91% |
$892K - $892K
|
535K
$97.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
4+ 0.35% |
$729 - $729
|
1.14K
$207K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.39KNew |
$253K - $253K
|
1.39K
$253K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-396- 7.44% |
$72.1K - $72.1K
|
4.93K
$897K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-1.39K- 34.44% |
$254K - $254K
|
2.65K
$483K
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
15+ 1.32% |
$2.73K - $2.73K
|
1.15K
$209K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
350+ 11.42% |
$63.8K - $63.8K
|
3.42K
$622K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
90New |
$16.4K - $16.4K
|
90
$16.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
36New |
$6.56K - $6.56K
|
36
$6.56K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
178K+ 5.07% |
$32.5M - $32.5M
|
3.7M
$674M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.46K+ 79.28% |
$631K - $631K
|
7.83K
$1.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-233K- 12.31% |
$42.5M - $42.5M
|
1.66M
$303M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.5KNew |
$455K - $455K
|
2.5K
$455K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
478+ 40.3% |
$87.1K - $87.1K
|
1.66K
$303K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.1KNew |
$199K - $199K
|
1.1K
$199K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-75- 3.38% |
$13.7K - $13.7K
|
2.15K
$391K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-18- 0.23% |
$3.28K - $3.28K
|
7.74K
$1.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-15- 30.0% |
$2.73K - $2.73K
|
35
$6.38K
|