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, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1.46KClosed |
N/A
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.65KClosed |
N/A
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
BUY
|
- |
310+ 6.62% |
N/A
|
4.99K
$909K
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.2KClosed |
N/A
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.23KClosed |
N/A
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Pictet North America Advisors Sa
|
SELL
|
- |
-1.8KClosed |
N/A
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.14KClosed |
N/A
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
50+ 25.0% |
N/A
|
250
$45.5K
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-1.96KClosed |
N/A
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
100New |
N/A
|
100
$18.2K
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2.72KClosed |
N/A
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-1.16KClosed |
N/A
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-1.8KClosed |
N/A
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Grand Central Investment Group
|
SELL
|
- |
-64- 3.38% |
N/A
|
1.83K
$333K
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
1.53KNew |
N/A
|
1.53K
$279K
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
88New |
N/A
|
88
$16K
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
SELL
|
- |
-244Closed |
N/A
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
45+ 16.73% |
N/A
|
314
$57.2K
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.32KClosed |
N/A
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-122Closed |
N/A
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.4KClosed |
N/A
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
34New |
N/A
|
34
$6.19K
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-20.6KClosed |
N/A
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.76KClosed |
N/A
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
SELL
|
- |
-150- 2.13% |
N/A
|
6.89K
$1.26M
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-696Closed |
N/A
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.32KClosed |
N/A
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Whelan Financial
|
SELL
|
- |
-1.28KClosed |
N/A
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-2.78KClosed |
N/A
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-325- 76.47% |
N/A
|
100
$18.2K
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-697Closed |
N/A
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-101Closed |
N/A
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-1.51KClosed |
N/A
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-224- 9.52% |
N/A
|
2.13K
$388K
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-168- 90.81% |
N/A
|
17
$3.1K
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1.57KClosed |
N/A
|
0
$0
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
SELL
|
- |
-1.26KClosed |
N/A
|
0
$0
|
|
Q4 2021 | |||||||
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-76.2KClosed |
N/A
|
0
$0
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
100New |
N/A
|
100
$18.2K
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
9.54KNew |
N/A
|
9.54K
$1.74M
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
176New |
N/A
|
176
$32.1K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-357Closed |
N/A
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
9KNew |
N/A
|
9K
$1.64M
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.79KClosed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100New |
N/A
|
100
$18.2K
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-3.61KClosed |
N/A
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3.44KNew |
N/A
|
3.44K
$626K
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-93- 62.84% |
N/A
|
55
$10K
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-1.43KClosed |
N/A
|
0
$0
|