Latest Institutional Purchases of Vanguard Dividend Appreciation (VIG)
This list provides information on the latest institutional transactions involving Vanguard Dividend Appreciation (VIG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
73+ 1.75% |
$13.3K - $13.3K
|
4.24K
$772K
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
71+ 1.82% |
$12.9K - $12.9K
|
3.96K
$722K
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
70+ 1.07% |
$12.8K - $12.8K
|
6.6K
$1.2M
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
70+ 0.36% |
$12.8K - $12.8K
|
19.4K
$3.54M
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
69+ 3.42% |
$12.6K - $12.6K
|
2.09K
$381K
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
66+ 0.01% |
$12K - $12K
|
969K
$176M
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
65+ 2.05% |
$11.8K - $11.8K
|
3.24K
$589K
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
62+ 0.73% |
$11.3K - $11.3K
|
8.6K
$1.57M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
62+ 1.8% |
$11.3K - $11.3K
|
3.51K
$640K
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
61+ 3.75% |
$11.1K - $11.1K
|
1.69K
$307K
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
60+ 4.47% |
$10.9K - $10.9K
|
1.4K
$255K
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
60+ 4.4% |
$10.9K - $10.9K
|
1.42K
$259K
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
59+ 0.63% |
$10.7K - $10.7K
|
9.44K
$1.72M
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
59+ 2.76% |
$10.7K - $10.7K
|
2.2K
$401K
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
58+ 0.32% |
$10.6K - $10.6K
|
18.4K
$3.35M
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
58+ 2.14% |
$10.6K - $10.6K
|
2.77K
$505K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
55+ 2.16% |
$10K - $10K
|
2.61K
$475K
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
55+ 1.72% |
$10K - $10K
|
3.25K
$592K
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
54+ 0.67% |
$9.84K - $9.84K
|
8.08K
$1.47M
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
54+ 1.59% |
$9.84K - $9.84K
|
3.44K
$627K
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
51+ 1.48% |
$9.29K - $9.29K
|
3.5K
$638K
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
50+ 0.76% |
$9.11K - $9.11K
|
6.63K
$1.21M
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
50+ 0.28% |
$9.11K - $9.11K
|
18K
$3.28M
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
49+ 0.87% |
$8.93K - $8.93K
|
5.71K
$1.04M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
48+ 3.31% |
$8.74K - $8.74K
|
1.5K
$273K
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
47+ 1.92% |
$8.56K - $8.56K
|
2.5K
$455K
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
45+ 3.99% |
$8.2K - $8.2K
|
1.17K
$214K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
44+ 122.22% |
$8.01K - $8.01K
|
80
$14.6K
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
44+ 0.8% |
$8.01K - $8.01K
|
5.55K
$1.01M
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
43+ 0.35% |
$7.83K - $7.83K
|
12.3K
$2.24M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
42+ 1.55% |
$7.65K - $7.65K
|
2.76K
$503K
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
40+ 0.34% |
$7.29K - $7.29K
|
11.9K
$2.17M
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
38+ 1.23% |
$6.92K - $6.92K
|
3.13K
$570K
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
36+ 1.39% |
$6.56K - $6.56K
|
2.62K
$477K
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
36New |
$6.56K - $6.56K
|
36
$6.56K
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
35+ 0.53% |
$6.38K - $6.38K
|
6.61K
$1.2M
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
35+ 0.72% |
$6.38K - $6.38K
|
4.87K
$886K
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
34+ 1.38% |
$6.19K - $6.19K
|
2.51K
$456K
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
34+ 0.49% |
$6.19K - $6.19K
|
6.92K
$1.26M
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
32+ 133.33% |
$5.83K - $5.83K
|
56
$10.2K
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
32+ 0.94% |
$5.83K - $5.83K
|
3.45K
$629K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29+ 0.21% |
$5.28K - $5.28K
|
14K
$2.55M
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
28+ 0.28% |
$5.1K - $5.1K
|
10.2K
$1.86M
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
27+ 0.14% |
$4.92K - $4.92K
|
19.5K
$3.55M
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
25+ 1.41% |
$4.55K - $4.55K
|
1.79K
$326K
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
24+ 0.12% |
$4.37K - $4.37K
|
20.3K
$3.69M
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
24+ 0.31% |
$4.37K - $4.37K
|
7.88K
$1.44M
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
23+ 0.68% |
$4.19K - $4.19K
|
3.42K
$623K
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
23+ 0.9% |
$4.19K - $4.19K
|
2.59K
$472K
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
22+ 0.55% |
$4.01K - $4.01K
|
4K
$729K
|