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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
220+ 5.42% |
$40.1K - $40.1K
|
4.28K
$780K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11K+ 6.84% |
$2M - $2M
|
172K
$31.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
34+ 0.12% |
$6.19K - $6.19K
|
27.5K
$5.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.02K- 0.46% |
$733K - $733K
|
877K
$160M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
927+ 1.05% |
$169K - $169K
|
89.6K
$16.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-138K- 12.44% |
$25.1M - $25.1M
|
968K
$176M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
32+ 1.53% |
$5.83K - $5.83K
|
2.12K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.84K- 0.72% |
$336K - $336K
|
253K
$46.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-38- 0.51% |
$6.92K - $6.92K
|
7.41K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
7.16K+ 30.92% |
$1.3M - $1.3M
|
30.3K
$5.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.08% |
$1.82K - $1.82K
|
12.9K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
417K+ 4.64% |
$76M - $76M
|
9.41M
$1.71B
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.11KNew |
$384K - $384K
|
2.11K
$384K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
202+ 4.08% |
$36.8K - $36.8K
|
5.15K
$938K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.41K- 7.69% |
$439K - $439K
|
29K
$5.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
4.6K+ 3.64% |
$838K - $838K
|
131K
$23.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3+ 0.12% |
$546 - $546
|
2.6K
$473K
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
12+ 0.51% |
$2.19K - $2.19K
|
2.35K
$428K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
159K+ 3096.6% |
$29M - $29M
|
164K
$30M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-15- 0.49% |
$2.73K - $2.73K
|
3.04K
$553K
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-200- 28.57% |
$36.4K - $36.4K
|
500
$91.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$182 - $182
|
1.86K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.46K+ 13.17% |
$813K - $813K
|
38.3K
$6.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-4.15K- 18.68% |
$756K - $756K
|
18.1K
$3.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-6- 0.29% |
$1.09K - $1.09K
|
2.06K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-527- 0.68% |
$96K - $96K
|
77K
$14M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
22+ 0.75% |
$4.01K - $4.01K
|
2.98K
$542K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
415+ 1.96% |
$75.6K - $75.6K
|
21.6K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.24K+ 2.05% |
$225K - $225K
|
61.4K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-478- 0.36% |
$87.1K - $87.1K
|
134K
$24.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
151+ 2.76% |
$27.5K - $27.5K
|
5.62K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-102- 0.45% |
$18.6K - $18.6K
|
22.6K
$4.12M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-600- 25.0% |
$109K - $109K
|
1.8K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-1.01K- 22.66% |
$183K - $183K
|
3.44K
$626K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.3K- 3.97% |
$3.88M - $3.88M
|
516K
$94M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
657+ 2.08% |
$120K - $120K
|
32.3K
$5.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.81K- 7.92% |
$1.24M - $1.24M
|
79.2K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
39+ 2.23% |
$7.1K - $7.1K
|
1.79K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
956+ 15.11% |
$174K - $174K
|
7.28K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
141+ 7.36% |
$25.7K - $25.7K
|
2.06K
$375K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-10.5K- 18.65% |
$1.91M - $1.91M
|
45.7K
$8.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
108+ 8.51% |
$19.7K - $19.7K
|
1.38K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 0.21% |
$546 - $546
|
1.41K
$256K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-495K- 4.86% |
$90.2M - $90.2M
|
9.69M
$1.76B
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
8.72K+ 5.27% |
$1.59M - $1.59M
|
174K
$31.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-172- 0.27% |
$31.3K - $31.3K
|
63.1K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-462- 1.47% |
$84.2K - $84.2K
|
30.9K
$5.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-415- 4.62% |
$75.6K - $75.6K
|
8.56K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
26K+ 8.67% |
$4.73M - $4.73M
|
326K
$59.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.63KNew |
$662K - $662K
|
3.63K
$662K
|