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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-50- 30.86% |
$7.64K - $8.12K
|
112
$20.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-22- 1.22% |
$3.36K - $3.57K
|
1.78K
$323K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-10.3K- 43.38% |
$1.57M - $1.67M
|
13.4K
$2.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-28- 0.05% |
$4.28K - $4.55K
|
56.6K
$10.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-55- 0.21% |
$8.4K - $8.93K
|
25.9K
$4.73M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
12New |
$1.83K - $1.95K
|
12
$2.19K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
5+ 0.11% |
$764 - $812
|
4.62K
$842K
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.78KNew |
$272K - $289K
|
1.78K
$324K
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-151- 10.05% |
$23.1K - $24.5K
|
1.35K
$246K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-134- 27.18% |
$20.5K - $21.8K
|
359
$65.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-382- 16.99% |
$58.3K - $62K
|
1.87K
$340K
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
285+ 7.79% |
$43.5K - $46.3K
|
3.94K
$718K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-6- 0.53% |
$916 - $975
|
1.13K
$205K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-5.63K- 12.88% |
$859K - $914K
|
38.1K
$6.93M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.87K- 0.84% |
$285K - $303K
|
219K
$39.9M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-4.09K- 8.21% |
$625K - $665K
|
45.7K
$8.33M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-4.09K- 8.21% |
$625K - $665K
|
45.7K
$8.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.24KNew |
$189K - $201K
|
1.24K
$225K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-37- 1.37% |
$5.65K - $6.01K
|
2.66K
$485K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
80New |
$12.2K - $13K
|
80
$14.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
14.5K+ 10.31% |
$2.21M - $2.36M
|
155K
$28.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
65+ 48.87% |
$9.93K - $10.6K
|
198
$36.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
50New |
$7.64K - $8.12K
|
50
$9.11K
|
|
|
Jul 13, 2023
Q2 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
33New |
$5.04K - $5.36K
|
33
$6.01K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
5.24KNew |
$800K - $851K
|
5.24K
$954K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.45K- 0.5% |
$221K - $236K
|
290K
$52.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-76- 30.28% |
$11.6K - $12.3K
|
175
$31.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.02K- 9.08% |
$309K - $329K
|
20.3K
$3.69M
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
14.7KNew |
$2.24M - $2.39M
|
14.7K
$2.67M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
7+ 0.18% |
$1.07K - $1.14K
|
3.83K
$697K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
103+ 86.55% |
$15.7K - $16.7K
|
222
$40.4K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.58KClosed |
$233K - $250K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$147 - $158
|
1
$182
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.44KNew |
$506K - $544K
|
3.44K
$626K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.42K- 20.44% |
$210K - $225K
|
5.54K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.07KNew |
$452K - $486K
|
3.07K
$559K
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
6.52KNew |
$961K - $1.03M
|
6.52K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.47KNew |
$216K - $233K
|
1.47K
$268K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
364+ 25.96% |
$53.6K - $57.6K
|
1.77K
$322K
|
|
|
May 12, 2023
Q1 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-423- 1.12% |
$62.3K - $67K
|
37.3K
$6.79M
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-70- 1.87% |
$10.3K - $11.1K
|
3.67K
$668K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
31New |
$4.56K - $4.91K
|
31
$5.65K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-60- 3.97% |
$8.83K - $9.5K
|
1.45K
$264K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
136New |
$20K - $21.5K
|
136
$24.8K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
57.8K+ 565.37% |
$8.52M - $9.16M
|
68.1K
$12.4M
|
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
10.5KNew |
$1.54M - $1.66M
|
10.5K
$1.91M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-45- 33.83% |
$6.63K - $7.12K
|
88
$16K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.74K+ 3718.72% |
$1.29M - $1.38M
|
8.97K
$1.63M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
175New |
$25.8K - $27.7K
|
175
$31.9K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
1.31KNew |
$193K - $208K
|
1.31K
$239K
|
|