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 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
16+ 0.44% |
$2.77K - $2.96K
|
3.63K
$661K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
16+ 0.33% |
$2.77K - $2.96K
|
4.93K
$899K
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
16+ 0.43% |
$2.77K - $2.96K
|
3.74K
$680K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
15+ 150.0% |
$2.6K - $2.78K
|
25
$4.55K
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
15+ 0.64% |
$2.6K - $2.78K
|
2.35K
$429K
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
15+ 0.28% |
$2.6K - $2.78K
|
5.28K
$962K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15New |
$2.6K - $2.78K
|
15
$2.73K
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
12+ 0.22% |
$2.08K - $2.22K
|
5.54K
$1.01M
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11+ 0.04% |
$1.91K - $2.04K
|
26.6K
$4.85M
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.06% |
$1.73K - $1.85K
|
16.9K
$3.08M
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10+ 0.58% |
$1.73K - $1.85K
|
1.72K
$314K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
9New |
$1.56K - $1.67K
|
9
$1.64K
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
9+ 0.73% |
$1.56K - $1.67K
|
1.24K
$225K
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
9+ 0.16% |
$1.56K - $1.67K
|
5.46K
$995K
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
8+ 0.06% |
$1.39K - $1.48K
|
12.7K
$2.32M
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
7+ 0.22% |
$1.21K - $1.3K
|
3.13K
$570K
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.09% |
$1.21K - $1.3K
|
7.76K
$1.41M
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
7+ 0.05% |
$1.21K - $1.3K
|
13.8K
$2.51M
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
7+ 0.18% |
$1.21K - $1.3K
|
3.92K
$714K
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
7+ 12.5% |
$1.21K - $1.3K
|
63
$11.5K
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
5+ 0.43% |
$867 - $926
|
1.16K
$210K
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
5New |
$867 - $926
|
5
$911
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5+ 0.15% |
$867 - $926
|
3.38K
$615K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4New |
$693 - $741
|
4
$729
|
|
Aug 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
3+ 0.27% |
$520 - $556
|
1.12K
$204K
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3+ 0.11% |
$520 - $556
|
2.85K
$519K
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
3+ 0.02% |
$520 - $556
|
12.6K
$2.29M
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.04% |
$520 - $556
|
8.3K
$1.51M
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3+ 0.11% |
$520 - $556
|
2.73K
$498K
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2+ 0.01% |
$347 - $371
|
27.9K
$5.08M
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.03% |
$347 - $371
|
6.27K
$1.14M
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2+ 0.1% |
$347 - $371
|
2.07K
$376K
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1+ 0.08% |
$173 - $185
|
1.31K
$238K
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1+ 0.01% |
$173 - $185
|
9.26K
$1.69M
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.07% |
$173 - $185
|
1.4K
$256K
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1+ 0.06% |
$173 - $185
|
1.69K
$308K
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.0% |
$173 - $185
|
25.1K
$4.58M
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1+ 0.04% |
$173 - $185
|
2.49K
$453K
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
BUY
|
- |
1+ 0.01% |
$173 - $185
|
7.35K
$1.34M
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$173 - $185
|
2.97K
$540K
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 3.33% |
$173 - $185
|
31
$5.65K
|
|
Q1 2024 | |||||||
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
200KNew |
$33.6M - $36.5M
|
200K
$36.4M
|
|
Apr 25, 2024
Q1 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
197KNew |
$33.2M - $36.1M
|
197K
$35.9M
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
168KNew |
$28.2M - $30.6M
|
168K
$30.5M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
156K+ 1.34% |
$26.3M - $28.6M
|
11.8M
$2.15B
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
65.8K+ 30.62% |
$11.1M - $12M
|
281K
$51.2M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
53.1KNew |
$8.95M - $9.72M
|
53.1K
$9.67M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
49.6KNew |
$8.35M - $9.07M
|
49.6K
$9.03M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
44.1KNew |
$7.44M - $8.08M
|
44.1K
$8.04M
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
30.8KNew |
$5.19M - $5.64M
|
30.8K
$5.61M
|