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 15, 2022
Q2 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.66K+ 34.71% |
N/A
|
6.46K
$1.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-75- 2.22% |
N/A
|
3.31K
$602K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-31Closed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.57KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.94KNew |
N/A
|
1.94K
$354K
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.36K- 32.03% |
N/A
|
9.25K
$1.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
512+ 12.35% |
N/A
|
4.66K
$848K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-238Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-1.09K- 7.51% |
N/A
|
13.4K
$2.43M
|
|
|
Aug 12, 2022
Q2 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.14KNew |
N/A
|
2.14K
$390K
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
47.1K+ 329.69% |
N/A
|
61.4K
$11.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-84.5KClosed |
N/A
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
897+ 16.85% |
N/A
|
6.22K
$1.13M
|
|
|
Aug 11, 2022
Q2 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-1.86K- 56.2% |
N/A
|
1.45K
$264K
|
|
|
Aug 11, 2022
Q2 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.23KClosed |
N/A
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.53KClosed |
N/A
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-44- 53.66% |
N/A
|
38
$6.92K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-2.35KClosed |
N/A
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-565- 27.36% |
N/A
|
1.5K
$273K
|
|
|
Aug 11, 2022
Q2 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-312Closed |
N/A
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
21.4KNew |
N/A
|
21.4K
$3.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-250- 7.83% |
N/A
|
2.94K
$536K
|
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-2.03K- 25.0% |
N/A
|
6.08K
$1.11M
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-195- 2.0% |
N/A
|
9.58K
$1.74M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
594+ 12.51% |
N/A
|
5.34K
$973K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-383- 76.6% |
N/A
|
117
$21.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-3.03KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
5+ 71.43% |
N/A
|
12
$2.19K
|
|
|
Aug 08, 2022
Q2 2022
|
Crossvault Capital Management LLC
|
SELL
|
- |
-1.27KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-64.5K- 71.61% |
N/A
|
25.6K
$4.66M
|
|
|
Aug 08, 2022
Q2 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
5.69KNew |
N/A
|
5.69K
$1.04M
|
|
|
Aug 08, 2022
Q2 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.23KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.72KNew |
N/A
|
1.72K
$313K
|
|
|
Aug 05, 2022
Q2 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.57KClosed |
N/A
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-23.7K- 51.44% |
N/A
|
22.4K
$4.07M
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-8Closed |
N/A
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-6- 0.42% |
N/A
|
1.42K
$258K
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.3KClosed |
N/A
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-3KClosed |
N/A
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.83KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-7.31KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
388New |
N/A
|
388
$70.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-26.2KClosed |
N/A
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-1.3KClosed |
N/A
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-497Closed |
N/A
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.43KClosed |
N/A
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-360Closed |
N/A
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
15.7K+ 170.95% |
N/A
|
24.9K
$4.53M
|
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-2.02KClosed |
N/A
|
0
$0
|