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
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.27K+ 12.64% |
$414K - $414K
|
20.3K
$3.69M
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.23K+ 44.68% |
$223K - $223K
|
3.97K
$724K
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
359+ 4.08% |
$65.4K - $65.4K
|
9.17K
$1.67M
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-570- 8.24% |
$104K - $104K
|
6.35K
$1.16M
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
5.99KNew |
$1.09M - $1.09M
|
5.99K
$1.09M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-57- 0.18% |
$10.4K - $10.4K
|
32.3K
$5.88M
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-4.58K- 18.2% |
$834K - $834K
|
20.6K
$3.75M
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-68.8K- 89.92% |
$12.5M - $12.5M
|
7.71K
$1.4M
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
100+ 0.1% |
$18.2K - $18.2K
|
97.6K
$17.8M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.06K+ 9.78% |
$1.1M - $1.1M
|
68K
$12.4M
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
75+ 535.71% |
$13.7K - $13.7K
|
89
$16.2K
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.32K- 1.63% |
$423K - $423K
|
140K
$25.5M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.84K- 8.39% |
$1.79M - $1.79M
|
107K
$19.6M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
721+ 1.12% |
$131K - $131K
|
64.9K
$11.8M
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-176- 0.07% |
$32.1K - $32.1K
|
252K
$45.9M
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-10- 0.03% |
$1.82K - $1.82K
|
29.7K
$5.4M
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
32+ 5.88% |
$5.83K - $5.83K
|
576
$105K
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3.11KNew |
$566K - $566K
|
3.11K
$566K
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3.77K+ 6.59% |
$686K - $686K
|
60.9K
$11.1M
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
11.7KNew |
$2.12M - $2.12M
|
11.7K
$2.12M
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
1.05KNew |
$190K - $190K
|
1.05K
$190K
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
252+ 3.07% |
$45.9K - $45.9K
|
8.46K
$1.54M
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-890- 5.34% |
$162K - $162K
|
15.8K
$2.87M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
34.2K+ 24.45% |
$6.22M - $6.22M
|
174K
$31.7M
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-704- 1.02% |
$128K - $128K
|
68.2K
$12.4M
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
294+ 8.67% |
$53.6K - $53.6K
|
3.69K
$671K
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
410+ 20.92% |
$74.7K - $74.7K
|
2.37K
$432K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.72K- 1.02% |
$1.22M - $1.22M
|
654K
$119M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
40.4KNew |
$7.36M - $7.36M
|
40.4K
$7.36M
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.42K- 4.25% |
$258K - $258K
|
32K
$5.82M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-49- 0.22% |
$8.93K - $8.93K
|
21.8K
$3.97M
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-2.1K- 3.49% |
$382K - $382K
|
58K
$10.6M
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
9+ 0.52% |
$1.64K - $1.64K
|
1.74K
$316K
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
438+ 5.64% |
$79.8K - $79.8K
|
8.2K
$1.49M
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.42K- 1.76% |
$258K - $258K
|
78.9K
$14.4M
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
23+ 1.15% |
$4.19K - $4.19K
|
2.03K
$369K
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.56K- 42.56% |
$648K - $648K
|
4.8K
$875K
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-87- 2.24% |
$15.8K - $15.8K
|
3.8K
$692K
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
708+ 3.28% |
$129K - $129K
|
22.3K
$4.06M
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.19K- 4.39% |
$217K - $217K
|
26K
$4.73M
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
124+ 4.95% |
$22.6K - $22.6K
|
2.63K
$479K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-7.81KClosed |
$1.42M - $1.42M
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.4K+ 2.36% |
$1.9M - $1.9M
|
453K
$82.5M
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
SELL
|
- |
-68- 0.64% |
$12.4K - $12.4K
|
10.6K
$1.93M
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-108- 6.42% |
$19.7K - $19.7K
|
1.57K
$287K
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
105+ 1.71% |
$19.1K - $19.1K
|
6.24K
$1.14M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
23.5K+ 408.49% |
$4.28M - $4.28M
|
29.2K
$5.33M
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.94K- 32.32% |
$899K - $899K
|
10.3K
$1.88M
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.2M+ 11084.42% |
$218M - $218M
|
1.21M
$220M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.76K+ 1.15% |
$320K - $320K
|
155K
$28.2M
|