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 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-74- 2.41% |
$13.5K - $13.5K
|
2.99K
$545K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.43K+ 0.5% |
$1.35M - $1.35M
|
1.5M
$273M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.12K+ 8.42% |
$1.3M - $1.3M
|
91.7K
$16.7M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-403- 0.29% |
$73.4K - $73.4K
|
138K
$25.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.23K- 4.51% |
$1.32M - $1.32M
|
153K
$27.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-235- 15.56% |
$42.8K - $42.8K
|
1.28K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-23.8K- 49.91% |
$4.33M - $4.33M
|
23.9K
$4.35M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.04K- 1.72% |
$189K - $189K
|
59.3K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
10.2K+ 193.91% |
$1.86M - $1.86M
|
15.4K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-67- 1.04% |
$12.2K - $12.2K
|
6.38K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4.22K- 4.42% |
$768K - $768K
|
91.2K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-1- 0.01% |
$182 - $182
|
16.4K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
40.4KNew |
$7.36M - $7.36M
|
40.4K
$7.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2+ 0.14% |
$364 - $364
|
1.48K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-741- 22.23% |
$135K - $135K
|
2.59K
$472K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
2+ 0.16% |
$364 - $364
|
1.22K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
34.9KNew |
$6.36M - $6.36M
|
34.9K
$6.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-2.24K- 7.21% |
$407K - $407K
|
28.8K
$5.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-938- 16.36% |
$171K - $171K
|
4.8K
$873K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-703- 6.12% |
$128K - $128K
|
10.8K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-85- 5.28% |
$15.5K - $15.5K
|
1.53K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
105+ 3.4% |
$19.1K - $19.1K
|
3.19K
$581K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
17.6K+ 117.25% |
$3.21M - $3.21M
|
32.7K
$5.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
10+ 0.45% |
$1.82K - $1.82K
|
2.22K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-50- 0.61% |
$9.11K - $9.11K
|
8.09K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.61K+ 1.89% |
$475K - $475K
|
140K
$25.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.5K- 3.09% |
$455K - $455K
|
78.2K
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
12.7KNew |
$2.31M - $2.31M
|
12.7K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.06K- 6.82% |
$192K - $192K
|
14.4K
$2.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
7.12K+ 17.98% |
$1.3M - $1.3M
|
46.7K
$8.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
52.6K+ 159.17% |
$9.58M - $9.58M
|
85.7K
$15.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-1.06K- 6.45% |
$194K - $194K
|
15.4K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
23+ 0.49% |
$4.19K - $4.19K
|
4.73K
$861K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-146- 4.09% |
$26.6K - $26.6K
|
3.42K
$623K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
11.8KNew |
$2.15M - $2.15M
|
11.8K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
16.5K+ 6.94% |
$3.01M - $3.01M
|
255K
$46.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-11.9K- 2.29% |
$2.17M - $2.17M
|
508K
$92.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-102- 3.71% |
$18.6K - $18.6K
|
2.64K
$482K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
326K+ 11102.83% |
$59.4M - $59.4M
|
329K
$59.9M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-24- 1.88% |
$4.37K - $4.37K
|
1.25K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.49KNew |
$272K - $272K
|
1.49K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-142- 1.8% |
$25.9K - $25.9K
|
7.74K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.72M- 99.4% |
$1.59B - $1.59B
|
53K
$9.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-104- 6.98% |
$18.9K - $18.9K
|
1.39K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-1.15K- 39.99% |
$209K - $209K
|
1.73K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
414+ 11.97% |
$75.4K - $75.4K
|
3.87K
$705K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.09K+ 0.36% |
$380K - $380K
|
584K
$106M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.89K+ 83.2% |
$345K - $345K
|
4.17K
$759K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
244+ 0.29% |
$44.4K - $44.4K
|
84.7K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1+ 0.07% |
$182 - $182
|
1.45K
$265K
|