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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
272+ 1.5% |
$45.8K - $49.8K
|
18.5K
$3.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-29- 0.48% |
$4.89K - $5.31K
|
6.02K
$1.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
204+ 99.51% |
$34.4K - $37.3K
|
409
$74.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.07KNew |
$349K - $379K
|
2.07K
$377K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
2.98KNew |
$502K - $545K
|
2.98K
$543K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
49.6KNew |
$8.35M - $9.07M
|
49.6K
$9.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
47New |
$7.92K - $8.6K
|
47
$8.56K
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
4.33K+ 200.0% |
$729K - $792K
|
6.49K
$1.18M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.1KNew |
$186K - $202K
|
1.1K
$201K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
65+ 2.51% |
$11K - $11.9K
|
2.65K
$483K
|
|
| Q4 2023 | |||||||
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
243New |
$36.5K - $41.6K
|
243
$44.3K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.08KNew |
$163K - $185K
|
1.08K
$197K
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1.69K+ 99.53% |
$254K - $290K
|
3.39K
$618K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10+ 0.54% |
$1.5K - $1.71K
|
1.87K
$341K
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
5.76KNew |
$865K - $986K
|
5.76K
$1.05M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
3.04KNew |
$456K - $520K
|
3.04K
$553K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-178- 7.94% |
$26.7K - $30.5K
|
2.06K
$376K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
148New |
$22.2K - $25.3K
|
148
$27K
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
112KNew |
$16.9M - $19.2M
|
112K
$20.5M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
2.58KNew |
$388K - $442K
|
2.58K
$470K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
119New |
$17.9K - $20.4K
|
119
$21.7K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
85New |
$12.8K - $14.5K
|
85
$15.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.62KNew |
$393K - $448K
|
2.62K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
CALL |
-61.9K- 99.84% |
$9.29M - $10.6M
|
100
$18.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.07K- 1.84% |
$161K - $184K
|
57.3K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.12K+ 655.88% |
$167K - $191K
|
1.29K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
570New |
$85.6K - $97.6K
|
570
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.16K+ 8.04% |
$624K - $712K
|
55.8K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
4.35KNew |
$653K - $744K
|
4.35K
$792K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
71+ 4.14% |
$10.7K - $12.2K
|
1.79K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.69% |
$150 - $171
|
60
$10.9K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-93- 6.98% |
$14K - $15.9K
|
1.24K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.01KNew |
$302K - $344K
|
2.01K
$366K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
706+ 1.03% |
$106K - $121K
|
69.2K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.56KNew |
$234K - $267K
|
1.56K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
114New |
$17.1K - $19.5K
|
114
$20.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
266New |
$39.9K - $45.5K
|
266
$48.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.96KNew |
$445K - $507K
|
2.96K
$540K
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1.75KNew |
$263K - $300K
|
1.75K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
100+ 5.1% |
$15K - $17.1K
|
2.06K
$375K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
120New |
$18K - $20.5K
|
120
$21.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
92.6KNew |
$13.9M - $15.8M
|
92.6K
$16.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
SELL
|
- |
-450- 25.7% |
$67.6K - $77K
|
1.3K
$237K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
518New |
$77.8K - $88.7K
|
518
$94.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
23.8KNew |
$3.58M - $4.08M
|
23.8K
$4.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
91New |
$13.7K - $15.6K
|
91
$16.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
3K+ 3000.0% |
$450K - $513K
|
3.1K
$565K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.43K- 73.4% |
$664K - $757K
|
1.6K
$292K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
152+ 9.97% |
$22.8K - $26K
|
1.68K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
6.8K+ 6.21% |
$1.02M - $1.16M
|
116K
$21.2M
|
|