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 |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
164+ 2.76% |
$28.4K - $30.4K
|
6.12K
$1.11M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
163+ 1.31% |
$28.3K - $30.2K
|
12.6K
$2.3M
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
162+ 1.43% |
$28.1K - $30K
|
11.5K
$2.09M
|
|
Aug 08, 2024
Q2 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
161+ 2.67% |
$27.9K - $29.8K
|
6.18K
$1.13M
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
161+ 5.08% |
$27.9K - $29.8K
|
3.33K
$607K
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
160+ 5.1% |
$27.7K - $29.6K
|
3.3K
$600K
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
160+ 5.28% |
$27.7K - $29.6K
|
3.19K
$582K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
160+ 1.0% |
$27.7K - $29.6K
|
16.1K
$2.93M
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
158+ 1.58% |
$27.4K - $29.3K
|
10.2K
$1.85M
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
157+ 146.73% |
$27.2K - $29.1K
|
264
$48.1K
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
155+ 2.07% |
$26.9K - $28.7K
|
7.65K
$1.39M
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
154+ 84.62% |
$26.7K - $28.5K
|
336
$61.2K
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
151+ 0.41% |
$26.2K - $28K
|
37.3K
$6.79M
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
149+ 1.96% |
$25.8K - $27.6K
|
7.77K
$1.41M
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
148+ 1.92% |
$25.7K - $27.4K
|
7.84K
$1.43M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
148+ 0.92% |
$25.7K - $27.4K
|
16.2K
$2.96M
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
148+ 2.69% |
$25.7K - $27.4K
|
5.66K
$1.03M
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
145+ 3.29% |
$25.1K - $26.9K
|
4.55K
$829K
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
145+ 371.79% |
$25.1K - $26.9K
|
184
$33.5K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
140New |
$24.3K - $25.9K
|
140
$25.5K
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
139+ 4.01% |
$24.1K - $25.8K
|
3.61K
$657K
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
139+ 7.47% |
$24.1K - $25.8K
|
2K
$364K
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
137+ 1.44% |
$23.7K - $25.4K
|
9.62K
$1.75M
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
137+ 4.52% |
$23.7K - $25.4K
|
3.17K
$577K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
136New |
$23.6K - $25.2K
|
136
$24.8K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
135+ 41.8% |
$23.4K - $25K
|
458
$83.4K
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
134+ 0.4% |
$23.2K - $24.8K
|
34K
$6.2M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
133New |
$23.1K - $24.6K
|
133
$24.2K
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
132+ 13.4% |
$22.9K - $24.5K
|
1.12K
$203K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
131+ 0.57% |
$22.7K - $24.3K
|
22.9K
$4.18M
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
130+ 2.79% |
$22.5K - $24.1K
|
4.79K
$872K
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
130+ 0.21% |
$22.5K - $24.1K
|
61.3K
$11.2M
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
129+ 78.66% |
$22.4K - $23.9K
|
293
$53.4K
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
127+ 0.91% |
$22K - $23.5K
|
14.1K
$2.58M
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
125+ 3.63% |
$21.7K - $23.2K
|
3.57K
$650K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
123+ 0.37% |
$21.3K - $22.8K
|
33.7K
$6.13M
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
121+ 3.04% |
$21K - $22.4K
|
4.1K
$747K
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
121+ 4.99% |
$21K - $22.4K
|
2.54K
$463K
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
120+ 1.16% |
$20.8K - $22.2K
|
10.5K
$1.91M
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
120+ 0.61% |
$20.8K - $22.2K
|
19.9K
$3.63M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
116+ 0.24% |
$20.1K - $21.5K
|
49.3K
$8.99M
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
113+ 7.21% |
$19.6K - $20.9K
|
1.68K
$306K
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
110+ 0.1% |
$19.1K - $20.4K
|
106K
$19.3M
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
109+ 7.71% |
$18.9K - $20.2K
|
1.52K
$277K
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
109+ 0.5% |
$18.9K - $20.2K
|
21.8K
$3.96M
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
108+ 0.54% |
$18.7K - $20K
|
20.1K
$3.66M
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
106+ 1.27% |
$18.4K - $19.6K
|
8.46K
$1.54M
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
106+ 3.81% |
$18.4K - $19.6K
|
2.89K
$526K
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
106+ 5.07% |
$18.4K - $19.6K
|
2.2K
$400K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
105+ 33.55% |
$18.2K - $19.5K
|
418
$76.1K
|