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 |
|---|---|---|---|---|---|---|---|
|
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 | |||||||
|
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
|
|
|
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
|
|