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 09, 2019
Q1 2019
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-2- 0.79% |
N/A
|
250
$45.5K
|
|
|
May 09, 2019
Q1 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
CALL |
400New |
N/A
|
400
$72.9K
|
|
|
May 02, 2019
Q1 2019
|
River Road Asset Management, LLC
|
SELL
|
- |
-14.5KClosed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.06KClosed |
N/A
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Donald L. Hagan, LLC
|
SELL
|
- |
-68.4KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Cheviot Value Management, LLC
|
SELL
|
- |
-4.24KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.9KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
624New |
N/A
|
624
$114K
|
|
|
Feb 13, 2019
Q4 2018
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-1.51KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-5.42KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Wbi Investments, Inc.
|
SELL
|
- |
-21KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-13.2KClosed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
35New |
N/A
|
35
$6.38K
|
|
|
Feb 01, 2019
Q4 2018
|
Relaxing Retirement Coach
|
SELL
|
- |
-2.98KClosed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Harrington Investments, Inc
|
SELL
|
- |
-65Closed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2.03KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-729Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
151KNew |
N/A
|
151K
$27.6M
|
|
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-428Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Rb Capital Management, LLC
|
SELL
|
- |
-15.3KClosed |
N/A
|
0
$0
|
|
|
Oct 31, 2018
Q3 2018
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Oct 16, 2018
Q3 2018
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1.17KClosed |
N/A
|
0
$0
|
|
|
Oct 04, 2018
Q3 2018
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.83KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Bahl & Gaynor Inc
|
SELL
|
- |
-4.84KClosed |
N/A
|
0
$0
|
|
|
Jul 05, 2018
Q2 2018
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.03KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-211Closed |
N/A
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Financial Services Advisory Inc
|
SELL
|
- |
-106KClosed |
N/A
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-430Closed |
N/A
|
0
$0
|
|
|
May 10, 2018
Q1 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.55KClosed |
N/A
|
0
$0
|
|
|
May 01, 2018
Q1 2018
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-35KClosed |
N/A
|
0
$0
|
|
|
Apr 27, 2018
Q1 2018
|
Telemus Capital, LLC
|
SELL
|
- |
-1.2KClosed |
N/A
|
0
$0
|
|
|
Apr 11, 2018
Q1 2018
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-24.3KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 15, 2018
Q4 2017
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-2.16KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-550Closed |
N/A
|
0
$0
|
|
|
Jan 12, 2018
Q4 2017
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
226New |
N/A
|
226
$41.2K
|
|
| Q3 2017 | |||||||
|
Nov 15, 2017
Q3 2017
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.42KNew |
N/A
|
1.42K
$258K
|
|
|
Nov 14, 2017
Q3 2017
|
Natixis
Paris, I0 |
SELL
|
- |
-23.1KClosed |
N/A
|
0
$0
|
|
|
Nov 09, 2017
Q3 2017
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
126New |
N/A
|
126
$23K
|
|
|
Nov 08, 2017
Q3 2017
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.62KNew |
N/A
|
1.62K
$295K
|
|
|
Nov 08, 2017
Q3 2017
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
880New |
N/A
|
880
$160K
|
|
|
Nov 06, 2017
Q3 2017
|
New York State Common Retirement Fund
|
SELL
|
- |
-35.5KClosed |
N/A
|
0
$0
|
|
|
Nov 01, 2017
Q3 2017
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-16.4KClosed |
N/A
|
0
$0
|
|
|
Oct 26, 2017
Q3 2017
|
Baldwin Brothers LLC
|
BUY
|
- |
5.5KNew |
N/A
|
5.5K
$1M
|
|
|
Oct 24, 2017
Q3 2017
|
Saratoga Research & Investment Management
|
BUY
|
- |
93New |
N/A
|
93
$16.9K
|
|
|
Oct 13, 2017
Q3 2017
|
First Financial Corp
|
BUY
|
- |
1KNew |
N/A
|
1K
$182K
|
|
| Q4 2015 | |||||||
|
Jul 24, 2019
Q4 2015
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
166New |
N/A
|
166
$30.2K
|
|
| Q3 2015 | |||||||
|
Jul 20, 2021
Q3 2015
|
Wind River Trust CO
|
SELL
|
- |
-5.64KClosed |
N/A
|
0
$0
|
|