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 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
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
6.8K+ 6.21% |
$1.02M - $1.16M
|
116K
$21.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.45KNew |
$217K - $247K
|
1.45K
$263K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.96K- 9.79% |
$444K - $506K
|
27.3K
$4.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
260KNew |
$39.1M - $44.6M
|
260K
$47.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
180New |
$27K - $30.8K
|
180
$32.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-11.7K- 94.3% |
$1.76M - $2M
|
707
$129K
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.19KNew |
$179K - $204K
|
1.19K
$217K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
3.39KNew |
$509K - $580K
|
3.39K
$617K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-16.5K- 49.21% |
$2.48M - $2.83M
|
17K
$3.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-605- 71.18% |
$90.8K - $104K
|
245
$44.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.75KNew |
$262K - $299K
|
1.75K
$318K
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-32.9K- 91.62% |
$4.94M - $5.63M
|
3.01K
$548K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-195- 6.11% |
$29.3K - $33.4K
|
3K
$546K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-89- 3.29% |
$13.4K - $15.2K
|
2.62K
$477K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
100New |
$15K - $17.1K
|
100
$18.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
10New |
$1.5K - $1.71K
|
10
$1.82K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
17.3K+ 670.95% |
$2.6M - $2.97M
|
19.9K
$3.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-176- 8.6% |
$26.4K - $30.1K
|
1.87K
$341K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
117+ 1.04% |
$17.6K - $20K
|
11.4K
$2.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.98KNew |
$297K - $339K
|
1.98K
$361K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
500New |
$75.1K - $85.6K
|
500
$91.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-46- 1.25% |
$6.91K - $7.87K
|
3.62K
$660K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
480New |
$72.1K - $82.2K
|
480
$87.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
54+ 1.03% |
$8.11K - $9.24K
|
5.31K
$967K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
49+ 0.16% |
$7.36K - $8.39K
|
31.4K
$5.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.04K- 46.56% |
$156K - $177K
|
1.19K
$217K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.07K- 1.78% |
$161K - $183K
|
59K
$10.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-4.71K- 66.86% |
$707K - $806K
|
2.33K
$425K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-746- 5.41% |
$112K - $128K
|
13K
$2.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
3.1KNew |
$466K - $531K
|
3.1K
$565K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
2+ 1.94% |
$300 - $342
|
105
$19.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.87K- 16.68% |
$280K - $319K
|
9.32K
$1.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
100+ 1.43% |
$15K - $17.1K
|
7.08K
$1.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.83KNew |
$275K - $314K
|
1.83K
$334K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
65+ 18.06% |
$9.76K - $11.1K
|
425
$77.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.66K- 1.48% |
$399K - $455K
|
177K
$32.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
27.6K+ 549.55% |
$4.14M - $4.72M
|
32.6K
$5.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-212- 13.79% |
$31.8K - $36.3K
|
1.33K
$241K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.26KNew |
$189K - $215K
|
1.26K
$229K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
387+ 23.15% |
$58.1K - $66.2K
|
2.06K
$375K
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
57+ 4.35% |
$8.56K - $9.76K
|
1.37K
$249K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
50+ 1.33% |
$7.51K - $8.56K
|
3.82K
$696K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-50- 1.36% |
$7.51K - $8.56K
|
3.64K
$662K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.23KNew |
$184K - $210K
|
1.23K
$223K
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-43- 3.15% |
$6.46K - $7.36K
|
1.32K
$240K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
482New |
$72.4K - $82.5K
|
482
$87.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-188- 94.0% |
$28.2K - $32.2K
|
12
$2.19K
|