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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
63New |
$9.79K - $10.5K
|
63
$11.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
18+ 1.3% |
$2.8K - $3.01K
|
1.4K
$255K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
241+ 0.33% |
$37.4K - $40.2K
|
73.6K
$13.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
2.01KNew |
$312K - $336K
|
2.01K
$366K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-83- 29.23% |
$12.9K - $13.9K
|
201
$36.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
3.73KNew |
$580K - $623K
|
3.73K
$680K
|
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.59KNew |
$248K - $266K
|
1.59K
$290K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
5KNew |
$776K - $834K
|
5K
$910K
|
|
|
Oct 10, 2023
Q3 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-1.68K- 45.65% |
$261K - $280K
|
2K
$364K
|
|
| Q2 2023 | |||||||
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-6.03K- 80.78% |
$921K - $979K
|
1.43K
$261K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-25.9K- 10.41% |
$3.95M - $4.2M
|
223K
$40.5M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
2.44KNew |
$373K - $396K
|
2.44K
$444K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
664New |
$101K - $108K
|
664
$121K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.09KNew |
$167K - $178K
|
1.09K
$199K
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
CALL |
-1.3K- 28.26% |
$199K - $211K
|
3.3K
$601K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
76+ 10.04% |
$11.6K - $12.3K
|
833
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
5.45KNew |
$833K - $886K
|
5.45K
$993K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.66K+ 4.02% |
$254K - $270K
|
43K
$7.83M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-160- 0.82% |
$24.4K - $26K
|
19.4K
$3.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.98K- 1.17% |
$303K - $322K
|
168K
$30.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-4.95K- 52.15% |
$755K - $803K
|
4.54K
$827K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
197New |
$30.1K - $32K
|
197
$35.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
683New |
$104K - $111K
|
683
$124K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.31K+ 66.14% |
$199K - $212K
|
3.28K
$597K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
365+ 1.25% |
$55.8K - $59.3K
|
29.7K
$5.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.45KNew |
$222K - $236K
|
1.45K
$265K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.42K+ 4.06% |
$217K - $231K
|
36.4K
$6.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-6- 0.37% |
$916 - $975
|
1.62K
$294K
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.36KNew |
$361K - $384K
|
2.36K
$431K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
30New |
$4.58K - $4.87K
|
30
$5.46K
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-170- 6.1% |
$26K - $27.6K
|
2.62K
$477K
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-50- 1.31% |
$7.64K - $8.12K
|
3.76K
$685K
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-250- 13.3% |
$38.2K - $40.6K
|
1.63K
$297K
|
|
|
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
410New |
$62.6K - $66.6K
|
410
$74.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-50- 30.86% |
$7.64K - $8.12K
|
112
$20.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-22- 1.22% |
$3.36K - $3.57K
|
1.78K
$323K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-10.3K- 43.38% |
$1.57M - $1.67M
|
13.4K
$2.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-28- 0.05% |
$4.28K - $4.55K
|
56.6K
$10.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-55- 0.21% |
$8.4K - $8.93K
|
25.9K
$4.73M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
12New |
$1.83K - $1.95K
|
12
$2.19K
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-151- 10.05% |
$23.1K - $24.5K
|
1.35K
$246K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-134- 27.18% |
$20.5K - $21.8K
|
359
$65.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
285+ 7.79% |
$43.5K - $46.3K
|
3.94K
$718K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-6- 0.53% |
$916 - $975
|
1.13K
$205K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-5.63K- 12.88% |
$859K - $914K
|
38.1K
$6.93M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.87K- 0.84% |
$285K - $303K
|
219K
$39.9M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-4.09K- 8.21% |
$625K - $665K
|
45.7K
$8.33M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-4.09K- 8.21% |
$625K - $665K
|
45.7K
$8.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.24KNew |
$189K - $201K
|
1.24K
$225K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
14.5K+ 10.31% |
$2.21M - $2.36M
|
155K
$28.3M
|
|