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 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.46KNew |
$266K - $266K
|
1.46K
$266K
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.44K+ 12.72% |
$261K - $261K
|
12.7K
$2.32M
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.42K+ 3.37% |
$258K - $258K
|
43.5K
$7.92M
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
1.41K+ 12.75% |
$257K - $257K
|
12.5K
$2.27M
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.41K+ 63.73% |
$257K - $257K
|
3.62K
$659K
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.4KNew |
$255K - $255K
|
1.4K
$255K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.4K+ 2.87% |
$254K - $254K
|
50.1K
$9.12M
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.39K+ 34.1% |
$254K - $254K
|
5.47K
$997K
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.39KNew |
$253K - $253K
|
1.39K
$253K
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.34K+ 1.37% |
$244K - $244K
|
99.3K
$18.1M
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
1.33K+ 5.8% |
$242K - $242K
|
24.2K
$4.41M
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.32K+ 106.44% |
$241K - $241K
|
2.57K
$467K
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.32KNew |
$240K - $240K
|
1.32K
$240K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.3K+ 0.99% |
$237K - $237K
|
133K
$24.2M
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
1.28K+ 3.67% |
$233K - $233K
|
36.2K
$6.59M
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.28KNew |
$233K - $233K
|
1.28K
$233K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.28K+ 7.79% |
$233K - $233K
|
17.7K
$3.22M
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.25K+ 16.49% |
$228K - $228K
|
8.84K
$1.61M
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.25K+ 2.02% |
$227K - $227K
|
63K
$11.5M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.24K+ 2.05% |
$225K - $225K
|
61.4K
$11.2M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.24KNew |
$225K - $225K
|
1.24K
$225K
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.24K+ 15.25% |
$225K - $225K
|
9.34K
$1.7M
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.23KNew |
$224K - $224K
|
1.23K
$224K
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.23K+ 46.59% |
$224K - $224K
|
3.87K
$705K
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.23K+ 44.68% |
$223K - $223K
|
3.97K
$724K
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.23KNew |
$223K - $223K
|
1.23K
$223K
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
1.22KNew |
$223K - $223K
|
1.22K
$223K
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.22KNew |
$222K - $222K
|
1.22K
$222K
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.21KNew |
$221K - $221K
|
1.21K
$221K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 8.9% |
$220K - $220K
|
14.8K
$2.7M
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1.2KNew |
$218K - $218K
|
1.2K
$218K
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.19K+ 14.21% |
$217K - $217K
|
9.57K
$1.74M
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.18KNew |
$215K - $215K
|
1.18K
$215K
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
1.17KNew |
$213K - $213K
|
1.17K
$213K
|
|
Nov 14, 2024
Q3 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
1.17KNew |
$213K - $213K
|
1.17K
$213K
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.17K+ 100.0% |
$213K - $213K
|
2.34K
$426K
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
1.16K+ 72.78% |
$212K - $212K
|
2.76K
$503K
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.16KNew |
$211K - $211K
|
1.16K
$211K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.14K+ 2.48% |
$207K - $207K
|
47.1K
$8.58M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.13K+ 1.66% |
$206K - $206K
|
69.1K
$12.6M
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.12K+ 14.0% |
$203K - $203K
|
9.09K
$1.66M
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.1KNew |
$199K - $199K
|
1.1K
$199K
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
1.09KNew |
$199K - $199K
|
1.09K
$199K
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.08KNew |
$197K - $197K
|
1.08K
$197K
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.08KNew |
$196K - $196K
|
1.08K
$196K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.07K+ 1.08% |
$195K - $195K
|
101K
$18.4M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.07K+ 4.4% |
$195K - $195K
|
25.4K
$4.63M
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.07K+ 142.34% |
$195K - $195K
|
1.82K
$332K
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.06KNew |
$193K - $193K
|
1.06K
$193K
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.06KNew |
$193K - $193K
|
1.06K
$193K
|