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 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
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
153New |
$22.5K - $24.2K
|
153
$27.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-10- 0.24% |
$1.47K - $1.58K
|
4.2K
$765K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
6.84KNew |
$1.01M - $1.08M
|
6.84K
$1.25M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-39- 1.09% |
$5.74K - $6.17K
|
3.53K
$643K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-184- 3.45% |
$27.1K - $29.1K
|
5.16K
$939K
|
|
| Q4 2022 | |||||||
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
860New |
$125K - $136K
|
860
$157K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
5.17KNew |
$748K - $820K
|
5.17K
$941K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
1.34KNew |
$194K - $213K
|
1.34K
$244K
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.98KNew |
$286K - $314K
|
1.98K
$360K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.23KNew |
$179K - $196K
|
1.23K
$225K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.62KNew |
$234K - $256K
|
1.62K
$294K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
153+ 3.49% |
$22.2K - $24.3K
|
4.54K
$827K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1New |
$145 - $159
|
1
$182
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
25.4KNew |
$3.68M - $4.04M
|
25.4K
$4.63M
|
|
|
Feb 15, 2023
Q4 2022
|
Bradley Mark J.
|
SELL
|
- |
-35- 1.15% |
$5.07K - $5.55K
|
3.01K
$547K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
754New |
$109K - $120K
|
754
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-466- 22.38% |
$67.5K - $74K
|
1.62K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-7.27K- 98.27% |
$1.05M - $1.15M
|
128
$23.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-10.5K- 73.55% |
$1.53M - $1.67M
|
3.79K
$691K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
30.6KNew |
$4.43M - $4.85M
|
30.6K
$5.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
384+ 3.33% |
$55.6K - $60.9K
|
11.9K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
346New |
$50.1K - $54.9K
|
346
$63K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.04MNew |
$296M - $324M
|
2.04M
$372M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
38.8KNew |
$5.63M - $6.16M
|
38.8K
$7.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
201New |
$29.1K - $31.9K
|
201
$36.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-4.55M- 99.34% |
$660M - $723M
|
30.2K
$5.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-236- 0.84% |
$34.2K - $37.5K
|
27.7K
$5.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
429+ 1.99% |
$62.1K - $68.1K
|
22K
$4.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5.05KNew |
$731K - $801K
|
5.05K
$920K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
54New |
$7.82K - $8.57K
|
54
$9.84K
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
130K+ 28.73% |
$18.9M - $20.7M
|
584K
$106M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
139+ 1.72% |
$20.1K - $22.1K
|
8.2K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.33KNew |
$193K - $211K
|
1.33K
$242K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
4+ 0.06% |
$579 - $635
|
6.32K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
2.31KNew |
$334K - $366K
|
2.31K
$420K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
587+ 1.58% |
$85K - $93.2K
|
37.8K
$6.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
6.17KNew |
$893K - $979K
|
6.17K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Portfolio Strategies, Inc.
|
BUY
|
- |
312K+ 156166.0% |
$45.2M - $49.6M
|
313K
$56.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.41KNew |
$204K - $223K
|
1.41K
$256K
|
|
|
Feb 09, 2023
Q4 2022
|
Dempze Nancy E
|
SELL
|
- |
-317- 4.84% |
$45.9K - $50.3K
|
6.23K
$1.13M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4+ 0.17% |
$579 - $635
|
2.29K
$417K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
387New |
$56.1K - $61.4K
|
387
$70.5K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
841+ 110.8% |
$122K - $133K
|
1.6K
$291K
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
39+ 0.64% |
$5.65K - $6.19K
|
6.1K
$1.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1.46KNew |
$211K - $231K
|
1.46K
$265K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
12.4K+ 22.18% |
$1.8M - $1.97M
|
68.4K
$12.5M
|
|