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 14, 2020
Q1 2020
|
Mizuho Bank, Ltd.
Tokyo, M0 |
SELL
|
- |
-2MClosed |
N/A
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-2.1KClosed |
N/A
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-2.2KClosed |
N/A
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-304Closed |
N/A
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-95Closed |
N/A
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-870Closed |
N/A
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Keeler T Homas Management LLC
|
SELL
|
- |
-2.44KClosed |
N/A
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
557New |
N/A
|
557
$101K
|
|
|
Apr 15, 2020
Q1 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-1.72KClosed |
N/A
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.77KClosed |
N/A
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-2.08KClosed |
N/A
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-2.21KClosed |
N/A
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.59KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.08KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.05KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-62Closed |
N/A
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-148Closed |
N/A
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-4.95KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-3.41KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-91.5KClosed |
N/A
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-2.43KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-3.29KClosed |
N/A
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-11KClosed |
N/A
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-441Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-125Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.03KClosed |
N/A
|
0
$0
|
|
|
Oct 24, 2019
Q3 2019
|
Avondale Wealth Management
|
BUY
|
- |
63+ 13.88% |
N/A
|
517
$94.2K
|
|
|
Oct 22, 2019
Q3 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
PUT |
118K+ 4722.12% |
N/A
|
121K
$22M
|
|
|
Oct 15, 2019
Q3 2019
|
Hms Capital Management, LLC
|
SELL
|
PUT |
-900- 4.17% |
N/A
|
20.7K
$3.77M
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-419Closed |
N/A
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.01KClosed |
N/A
|
0
$0
|
|
| Q2 2019 | |||||||
|
Dec 21, 2023
Q2 2019
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-324- 10.34% |
N/A
|
2.81K
$512K
|
|
|
Aug 14, 2019
Q2 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-137Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Aspire Private Capital, LLC
|
SELL
|
- |
-14Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
79.3KNew |
N/A
|
79.3K
$14.4M
|
|
|
Aug 06, 2019
Q2 2019
|
Colrain Capital LLC
Boston, MA |
SELL
|
- |
-2.9KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.67KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-1.08KClosed |
N/A
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-3.84KClosed |
N/A
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.8KClosed |
N/A
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-15.7KClosed |
N/A
|
0
$0
|
|
|
Jul 11, 2019
Q2 2019
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-188Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Grassi Investment Management
|
SELL
|
- |
-2.01KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Aug 07, 2019
Q1 2019
|
Lake Point Wealth Management
|
BUY
|
- |
7New |
N/A
|
7
$1.28K
|
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-1.54KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-135Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-11.8KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.23KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-11.5KClosed |
N/A
|
0
$0
|
|