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, 2021
Q4 2020
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
17.9KNew |
N/A
|
17.9K
$3.26M
|
|
|
Feb 09, 2021
Q4 2020
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-61Closed |
N/A
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.64KClosed |
N/A
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-4.43KClosed |
N/A
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-4.95KClosed |
N/A
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Eagle Ridge Investment Management
|
SELL
|
- |
-3.69KClosed |
N/A
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
29.9KNew |
N/A
|
29.9K
$5.44M
|
|
|
Jan 22, 2021
Q4 2020
|
Cadinha & CO LLC
|
SELL
|
- |
-1.6K- 51.02% |
N/A
|
1.54K
$280K
|
|
|
Jan 21, 2021
Q4 2020
|
New Capital Management LP
|
BUY
|
- |
9.3KNew |
N/A
|
9.3K
$1.69M
|
|
|
Jan 21, 2021
Q4 2020
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
3.5KNew |
N/A
|
3.5K
$638K
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
6.21KNew |
N/A
|
6.21K
$1.13M
|
|
| Q3 2020 | |||||||
|
Dec 12, 2024
Q3 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-4KClosed |
N/A
|
0
$0
|
|
|
Oct 18, 2024
Q3 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
3.97K+ 4.39% |
N/A
|
94.3K
$17.2M
|
|
|
Nov 16, 2020
Q3 2020
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-3.65KClosed |
N/A
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-1.94KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-50KClosed |
N/A
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Acg Wealth
|
BUY
|
PUT |
700New |
N/A
|
700
$128K
|
|
|
Nov 10, 2020
Q3 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-380Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-2.79KClosed |
N/A
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-600Closed |
N/A
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Dorsey Wright & Associates
|
SELL
|
- |
-22.1KClosed |
N/A
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
8.13KNew |
N/A
|
8.13K
$1.48M
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-242Closed |
N/A
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Violich Capital Management, Inc.
|
SELL
|
- |
-2.1KClosed |
N/A
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-76.5KClosed |
N/A
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Btr Capital Management Inc
|
BUY
|
- |
1.59KNew |
N/A
|
1.59K
$290K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.71K+ 7.86% |
N/A
|
92K
$16.8M
|
|
|
Aug 14, 2020
Q2 2020
|
Harvard Management CO Inc
Boston, MA |
SELL
|
- |
-2.86KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-3.07KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-465Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-10.6KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Td Asset Management Inc
|
SELL
|
- |
-25.5KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-35Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-110Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-28.3KClosed |
N/A
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-30.8KClosed |
N/A
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
New Square Capital LLC
|
SELL
|
- |
-662Closed |
N/A
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-40.8KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-268Closed |
N/A
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Capital Management Corp
|
SELL
|
- |
-860- 16.35% |
N/A
|
4.4K
$801K
|
|
|
Jul 28, 2020
Q2 2020
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-4.53KClosed |
N/A
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.43KClosed |
N/A
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Northside Capital Management, LLC
|
SELL
|
- |
-2.35KClosed |
N/A
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Wealth Advisors, Inc.
|
BUY
|
CALL |
6KNew |
N/A
|
6K
$1.09M
|
|
|
Jul 08, 2020
Q2 2020
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.19KClosed |
N/A
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 01, 2023
Q1 2020
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.99KClosed |
N/A
|
0
$0
|
|
|
Nov 18, 2022
Q1 2020
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.61KClosed |
N/A
|
0
$0
|
|
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
500New |
N/A
|
500
$91.1K
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
N/A
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-410Closed |
N/A
|
0
$0
|
|