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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-10.5K- 73.55% |
$1.53M - $1.67M
|
3.79K
$691K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
30.6KNew |
$4.43M - $4.85M
|
30.6K
$5.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
384+ 3.33% |
$55.6K - $60.9K
|
11.9K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
346New |
$50.1K - $54.9K
|
346
$63K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.04MNew |
$296M - $324M
|
2.04M
$372M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
600New |
$86.9K - $95.2K
|
600
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
38.8KNew |
$5.63M - $6.16M
|
38.8K
$7.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
201New |
$29.1K - $31.9K
|
201
$36.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-4.55M- 99.34% |
$660M - $723M
|
30.2K
$5.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-236- 0.84% |
$34.2K - $37.5K
|
27.7K
$5.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
429+ 1.99% |
$62.1K - $68.1K
|
22K
$4.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5.05KNew |
$731K - $801K
|
5.05K
$920K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
114New |
$16.5K - $18.1K
|
114
$20.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
54New |
$7.82K - $8.57K
|
54
$9.84K
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
130K+ 28.73% |
$18.9M - $20.7M
|
584K
$106M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
139+ 1.72% |
$20.1K - $22.1K
|
8.2K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.33KNew |
$193K - $211K
|
1.33K
$242K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
4+ 0.06% |
$579 - $635
|
6.32K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
2.31KNew |
$334K - $366K
|
2.31K
$420K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
587+ 1.58% |
$85K - $93.2K
|
37.8K
$6.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
6.17KNew |
$893K - $979K
|
6.17K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
372New |
$53.9K - $59K
|
372
$67.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.62K+ 71.05% |
$235K - $257K
|
3.9K
$710K
|
|
|
Feb 10, 2023
Q4 2022
|
Portfolio Strategies, Inc.
|
BUY
|
- |
312K+ 156166.0% |
$45.2M - $49.6M
|
313K
$56.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.41KNew |
$204K - $223K
|
1.41K
$256K
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.15K+ 70.49% |
$167K - $183K
|
2.79K
$508K
|
|
|
Feb 09, 2023
Q4 2022
|
Dempze Nancy E
|
SELL
|
- |
-317- 4.84% |
$45.9K - $50.3K
|
6.23K
$1.13M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4+ 0.17% |
$579 - $635
|
2.29K
$417K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
387New |
$56.1K - $61.4K
|
387
$70.5K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
841+ 110.8% |
$122K - $133K
|
1.6K
$291K
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
3.9KNew |
$564K - $618K
|
3.9K
$710K
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
39+ 0.64% |
$5.65K - $6.19K
|
6.1K
$1.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1.46KNew |
$211K - $231K
|
1.46K
$265K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
12.4K+ 22.18% |
$1.8M - $1.97M
|
68.4K
$12.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.56KNew |
$225K - $247K
|
1.56K
$283K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
14.1KNew |
$2.04M - $2.24M
|
14.1K
$2.57M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
13+ 0.25% |
$1.88K - $2.06K
|
5.13K
$934K
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
1.71KNew |
$248K - $271K
|
1.71K
$311K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-264- 14.84% |
$38.2K - $41.9K
|
1.52K
$276K
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.38KNew |
$200K - $219K
|
1.38K
$252K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
19.2KNew |
$2.78M - $3.05M
|
19.2K
$3.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-618- 10.52% |
$89.5K - $98.1K
|
5.26K
$957K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
64+ 1.45% |
$9.27K - $10.2K
|
4.46K
$813K
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.35KNew |
$195K - $214K
|
1.35K
$246K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.34KNew |
$194K - $213K
|
1.34K
$244K
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-90- 5.63% |
$13K - $14.3K
|
1.51K
$275K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
230New |
$33.3K - $36.5K
|
230
$41.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
270New |
$39.1K - $42.9K
|
270
$49.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
18+ 0.36% |
$2.61K - $2.86K
|
5K
$910K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
355+ 147.3% |
$51.4K - $56.3K
|
596
$109K
|