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 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
46+ 0.1% |
$7.97K - $8.52K
|
44.6K
$8.12M
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
45+ 0.89% |
$7.8K - $8.34K
|
5.09K
$927K
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
44+ 0.12% |
$7.63K - $8.15K
|
35.4K
$6.45M
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
43+ 0.14% |
$7.45K - $7.97K
|
30.7K
$5.6M
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
43+ 0.22% |
$7.45K - $7.97K
|
19.3K
$3.52M
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
43+ 0.37% |
$7.45K - $7.97K
|
11.6K
$2.11M
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
42+ 0.11% |
$7.28K - $7.78K
|
37.4K
$6.81M
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
42+ 1.67% |
$7.28K - $7.78K
|
2.56K
$466K
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
42+ 2.9% |
$7.28K - $7.78K
|
1.49K
$271K
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
41+ 0.16% |
$7.11K - $7.6K
|
25.3K
$4.6M
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
41+ 0.46% |
$7.11K - $7.6K
|
8.86K
$1.61M
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
41+ 102.5% |
$7.11K - $7.6K
|
81
$14.8K
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
40+ 1.57% |
$6.93K - $7.41K
|
2.59K
$472K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
40+ 17.78% |
$6.93K - $7.41K
|
265
$48.3K
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
40+ 0.62% |
$6.93K - $7.41K
|
6.47K
$1.18M
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
40+ 1.35% |
$6.93K - $7.41K
|
3K
$547K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
40+ 64.52% |
$6.93K - $7.41K
|
102
$18.6K
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
39New |
$6.76K - $7.23K
|
39
$7.1K
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
39+ 0.32% |
$6.76K - $7.23K
|
12.4K
$2.25M
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
38+ 0.07% |
$6.59K - $7.04K
|
57.1K
$10.4M
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
37New |
$6.41K - $6.86K
|
37
$6.74K
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
36+ 0.07% |
$6.24K - $6.67K
|
51.6K
$9.41M
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
35+ 0.32% |
$6.07K - $6.49K
|
10.9K
$1.98M
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
34+ 0.97% |
$5.89K - $6.3K
|
3.55K
$646K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
34+ 26.36% |
$5.89K - $6.3K
|
163
$29.7K
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
32+ 1.33% |
$5.55K - $5.93K
|
2.45K
$446K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
32+ 11.94% |
$5.55K - $5.93K
|
300
$54.6K
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
30+ 1.67% |
$5.2K - $5.56K
|
1.83K
$332K
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
30+ 1.04% |
$5.2K - $5.56K
|
2.92K
$531K
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
30+ 0.52% |
$5.2K - $5.56K
|
5.8K
$1.06M
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
30New |
$5.2K - $5.56K
|
30
$5.46K
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
27+ 0.56% |
$4.68K - $5K
|
4.83K
$880K
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
27+ 0.23% |
$4.68K - $5K
|
11.8K
$2.15M
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
26+ 1.27% |
$4.51K - $4.82K
|
2.07K
$377K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25+ 1.44% |
$4.33K - $4.63K
|
1.76K
$321K
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
23+ 1.17% |
$3.99K - $4.26K
|
1.99K
$362K
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
23+ 14.65% |
$3.99K - $4.26K
|
180
$32.8K
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
21+ 0.54% |
$3.64K - $3.89K
|
3.94K
$717K
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
21+ 1.9% |
$3.64K - $3.89K
|
1.13K
$205K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
20+ 2.52% |
$3.47K - $3.71K
|
815
$148K
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
20+ 0.87% |
$3.47K - $3.71K
|
2.32K
$423K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 0.87% |
$3.47K - $3.71K
|
2.32K
$423K
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
19+ 0.29% |
$3.29K - $3.52K
|
6.55K
$1.19M
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
18+ 1.06% |
$3.12K - $3.34K
|
1.72K
$313K
|
|
Aug 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
18+ 1.57% |
$3.12K - $3.34K
|
1.16K
$211K
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
18+ 0.7% |
$3.12K - $3.34K
|
2.6K
$474K
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17+ 0.94% |
$2.95K - $3.15K
|
1.82K
$332K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
17+ 0.51% |
$2.95K - $3.15K
|
3.36K
$612K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17+ 1.35% |
$2.95K - $3.15K
|
1.28K
$233K
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
16+ 0.21% |
$2.77K - $2.96K
|
7.59K
$1.38M
|