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 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.61KNew |
$271K - $294K
|
1.61K
$293K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
160New |
$27K - $29.3K
|
160
$29.1K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.1KNew |
$185K - $201K
|
1.1K
$200K
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
7+ 0.41% |
$1.18K - $1.28K
|
1.73K
$314K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.62% |
$168 - $183
|
162
$29.5K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
30.8KNew |
$5.19M - $5.64M
|
30.8K
$5.61M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-49- 6.75% |
$8.26K - $8.97K
|
677
$123K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
140New |
$23.6K - $25.6K
|
140
$25.5K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-300- 18.35% |
$50.5K - $54.9K
|
1.34K
$243K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
172New |
$29K - $31.5K
|
172
$31.3K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.27KNew |
$213K - $232K
|
1.27K
$231K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.75K- 20.69% |
$295K - $320K
|
6.7K
$1.22M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-254- 84.67% |
$42.8K - $46.5K
|
46
$8.38K
|
|
|
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
|
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
|
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
|
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
|
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 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 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2KNew |
$337K - $366K
|
2K
$364K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.01KNew |
$171K - $185K
|
1.01K
$185K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.63K+ 37.55% |
$274K - $298K
|
5.96K
$1.08M
|
|
|
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
|
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
|