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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
50New |
$7.64K - $8.12K
|
50
$9.11K
|
|
|
Jul 13, 2023
Q2 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
33New |
$5.04K - $5.36K
|
33
$6.01K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.45K- 0.5% |
$221K - $236K
|
290K
$52.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-76- 30.28% |
$11.6K - $12.3K
|
175
$31.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.02K- 9.08% |
$309K - $329K
|
20.3K
$3.69M
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
14.7KNew |
$2.24M - $2.39M
|
14.7K
$2.67M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
103+ 86.55% |
$15.7K - $16.7K
|
222
$40.4K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.58KClosed |
$233K - $250K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$147 - $158
|
1
$182
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.44KNew |
$506K - $544K
|
3.44K
$626K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.07KNew |
$452K - $486K
|
3.07K
$559K
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
6.52KNew |
$961K - $1.03M
|
6.52K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.47KNew |
$216K - $233K
|
1.47K
$268K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
364+ 25.96% |
$53.6K - $57.6K
|
1.77K
$322K
|
|
|
May 12, 2023
Q1 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-423- 1.12% |
$62.3K - $67K
|
37.3K
$6.79M
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-70- 1.87% |
$10.3K - $11.1K
|
3.67K
$668K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
31New |
$4.56K - $4.91K
|
31
$5.65K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
136New |
$20K - $21.5K
|
136
$24.8K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
57.8K+ 565.37% |
$8.52M - $9.16M
|
68.1K
$12.4M
|
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
10.5KNew |
$1.54M - $1.66M
|
10.5K
$1.91M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-45- 33.83% |
$6.63K - $7.12K
|
88
$16K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.74K+ 3718.72% |
$1.29M - $1.38M
|
8.97K
$1.63M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
175New |
$25.8K - $27.7K
|
175
$31.9K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
1.31KNew |
$193K - $208K
|
1.31K
$239K
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-3.88K- 40.66% |
$571K - $614K
|
5.66K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
7+ 1.13% |
$1.03K - $1.11K
|
626
$114K
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
124KNew |
$18.3M - $19.6M
|
124K
$22.6M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
935+ 112.11% |
$138K - $148K
|
1.77K
$322K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$206K - $222K
|
1.4K
$255K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
100+ 1.42% |
$14.7K - $15.8K
|
7.14K
$1.3M
|
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.3KNew |
$191K - $206K
|
1.3K
$237K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
2+ 0.0% |
$294 - $317
|
46.1K
$8.4M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-89- 48.9% |
$13.1K - $14.1K
|
93
$16.9K
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
14New |
$2.06K - $2.22K
|
14
$2.55K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
26+ 0.23% |
$3.83K - $4.12K
|
11.4K
$2.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
481New |
$70.8K - $76.2K
|
481
$87.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-321- 17.97% |
$47.3K - $50.8K
|
1.47K
$267K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
130+ 125.0% |
$19.1K - $20.6K
|
234
$42.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-7- 3.24% |
$1.03K - $1.11K
|
209
$38.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
61New |
$8.98K - $9.66K
|
61
$11.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
21.9KNew |
$3.22M - $3.47M
|
21.9K
$3.99M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-59.9K- 47.18% |
$8.82M - $9.49M
|
67.1K
$12.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-471- 22.5% |
$69.4K - $74.6K
|
1.62K
$295K
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
17K+ 106.25% |
$2.5M - $2.69M
|
33K
$6.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
74+ 2.88% |
$10.9K - $11.7K
|
2.64K
$481K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
209New |
$30.8K - $33.1K
|
209
$38.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.37KNew |
$202K - $217K
|
1.37K
$250K
|
|
|
Apr 14, 2023
Q1 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
1.3KNew |
$191K - $206K
|
1.3K
$237K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
2.48K+ 1.08% |
$365K - $392K
|
231K
$42.1M
|
|