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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.66K+ 144.38% |
N/A
|
2.8K
$511K
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.64K+ 20.24% |
N/A
|
9.71K
$1.77M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.63K+ 50.89% |
N/A
|
4.84K
$882K
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.62KNew |
N/A
|
1.62K
$296K
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.57KNew |
N/A
|
1.57K
$286K
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.55KNew |
N/A
|
1.55K
$281K
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.54K+ 2.82% |
N/A
|
56K
$10.2M
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
1.54K+ 2.52% |
N/A
|
62.6K
$11.4M
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
1.52K+ 39.84% |
N/A
|
5.33K
$970K
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
1.5K+ 7.3% |
N/A
|
22K
$4.01M
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.5K+ 59.84% |
N/A
|
4K
$728K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.5K+ 4.82% |
N/A
|
32.5K
$5.92M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.49K+ 1.85% |
N/A
|
81.8K
$14.9M
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.48KNew |
N/A
|
1.48K
$270K
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.48K+ 46.39% |
N/A
|
4.66K
$849K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.47K+ 2.04% |
N/A
|
73.6K
$13.4M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.46K+ 10.39% |
N/A
|
15.5K
$2.83M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.46K+ 12.0% |
N/A
|
13.6K
$2.48M
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
1.46KNew |
N/A
|
1.46K
$266K
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
1.46KNew |
N/A
|
1.46K
$266K
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.46K+ 65.67% |
N/A
|
3.67K
$669K
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.46K+ 97.0% |
N/A
|
2.96K
$538K
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.44K+ 1.23% |
N/A
|
118K
$21.5M
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.43K+ 1.15% |
N/A
|
126K
$22.9M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.41K+ 2.17% |
N/A
|
66.3K
$12.1M
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.41K+ 4.36% |
N/A
|
33.7K
$6.13M
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.4K+ 4.83% |
N/A
|
30.4K
$5.54M
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.39KNew |
N/A
|
1.39K
$254K
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.39K+ 3.75% |
N/A
|
38.5K
$7.01M
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.38K+ 12.12% |
N/A
|
12.8K
$2.33M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.38K+ 3.41% |
N/A
|
41.8K
$7.6M
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.37K+ 19.91% |
N/A
|
8.23K
$1.5M
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.36KNew |
N/A
|
1.36K
$247K
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
1.36KNew |
N/A
|
1.36K
$247K
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.33KNew |
N/A
|
1.33K
$242K
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.32K+ 2.76% |
N/A
|
49.2K
$8.96M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.32K+ 2.73% |
N/A
|
49.6K
$9.03M
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.3K+ 2.5% |
N/A
|
53.2K
$9.7M
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.29KNew |
N/A
|
1.29K
$236K
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.26K+ 44.8% |
N/A
|
4.08K
$743K
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
1.24K+ 14.25% |
N/A
|
9.94K
$1.81M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.23K+ 94.1% |
N/A
|
2.53K
$461K
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.23K+ 244.22% |
N/A
|
1.73K
$315K
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.22K+ 1.7% |
N/A
|
73.1K
$13.3M
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.22K+ 6.27% |
N/A
|
20.7K
$3.77M
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
BUY
|
- |
1.22K+ 4.09% |
N/A
|
31K
$5.64M
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.21K+ 19.23% |
N/A
|
7.5K
$1.37M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.2K+ 2.54% |
N/A
|
48.3K
$8.8M
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.19K+ 8.14% |
N/A
|
15.8K
$2.88M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.19K+ 14.39% |
N/A
|
9.43K
$1.72M
|