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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-2- 2.44% |
$364 - $364
|
80
$14.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
448+ 6.26% |
$81.6K - $81.6K
|
7.6K
$1.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
7+ 0.51% |
$1.28K - $1.28K
|
1.38K
$252K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
157KNew |
$28.6M - $28.6M
|
157K
$28.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
1.52KNew |
$276K - $276K
|
1.52K
$276K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
1.06KNew |
$193K - $193K
|
1.06K
$193K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-510- 53.13% |
$92.9K - $92.9K
|
450
$82K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
314+ 15.21% |
$57.2K - $57.2K
|
2.38K
$433K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-105- 25.12% |
$19.1K - $19.1K
|
313
$57K
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$182 - $182
|
2.47K
$450K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-330- 11.07% |
$60.1K - $60.1K
|
2.65K
$483K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-66- 0.83% |
$12K - $12K
|
7.93K
$1.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
403+ 8.11% |
$73.4K - $73.4K
|
5.37K
$979K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
5+ 0.43% |
$911 - $911
|
1.16K
$211K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.26% |
$182 - $182
|
393
$71.6K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
11+ 0.49% |
$2K - $2K
|
2.25K
$409K
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-27- 1.51% |
$4.68K - $5K
|
1.76K
$320K
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-57- 0.56% |
$9.88K - $10.6K
|
10.1K
$1.84M
|
|
|
Jun 12, 2025
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.11K+ 69.12% |
$192K - $205K
|
2.71K
$494K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
130+ 2.92% |
$22.5K - $24.1K
|
4.58K
$834K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-1.4K- 47.23% |
$242K - $259K
|
1.56K
$284K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
600+ 600.0% |
$104K - $111K
|
700
$128K
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.82KNew |
$316K - $338K
|
1.82K
$332K
|
|
|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.46KNew |
$254K - $271K
|
1.46K
$267K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
9New |
$1.56K - $1.67K
|
9
$1.64K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.47K- 10.39% |
$429K - $458K
|
21.3K
$3.89M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.56KNew |
$270K - $288K
|
1.56K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-70.6K- 78.23% |
$12.2M - $13.1M
|
19.7K
$3.58M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-27- 2.14% |
$4.68K - $5K
|
1.24K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
100KNew |
$17.3M - $18.5M
|
100K
$18.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.21KNew |
$210K - $224K
|
1.21K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 2.07% |
$17.3K - $18.5K
|
4.73K
$862K
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.12KNew |
$194K - $208K
|
1.12K
$204K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-254- 18.77% |
$44K - $47.1K
|
1.1K
$200K
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.93KNew |
$334K - $357K
|
1.93K
$351K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
181New |
$31.4K - $33.5K
|
181
$33K
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-487- 7.52% |
$84.4K - $90.2K
|
5.99K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-169- 13.22% |
$29.3K - $31.3K
|
1.11K
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
80+ 4.76% |
$13.9K - $14.8K
|
1.76K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
37New |
$6.41K - $6.86K
|
37
$6.74K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
5New |
$867 - $926
|
5
$911
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.1KNew |
$364K - $389K
|
2.1K
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-427- 27.96% |
$74K - $79.1K
|
1.1K
$200K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-400- 6.65% |
$69.3K - $74.1K
|
5.61K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
SELL
|
- |
-232- 7.65% |
$40.2K - $43K
|
2.8K
$510K
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-83- 3.98% |
$14.4K - $15.4K
|
2K
$364K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
39New |
$6.76K - $7.23K
|
39
$7.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.29K- 40.63% |
$570K - $610K
|
4.81K
$876K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.96K+ 75.17% |
$513K - $549K
|
6.9K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
129+ 78.66% |
$22.4K - $23.9K
|
293
$53.4K
|
|