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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
355+ 9.95% |
$64.7K - $64.7K
|
3.92K
$714K
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
350+ 1.48% |
$63.8K - $63.8K
|
23.9K
$4.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
350+ 11.42% |
$63.8K - $63.8K
|
3.42K
$622K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
347+ 1.25% |
$63.2K - $63.2K
|
28.2K
$5.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
346+ 7.19% |
$63K - $63K
|
5.16K
$940K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
345+ 49.93% |
$62.8K - $62.8K
|
1.04K
$189K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
335New |
$61K - $61K
|
335
$61K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
335+ 3.22% |
$61K - $61K
|
10.7K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
334+ 2.02% |
$60.8K - $60.8K
|
16.9K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
329+ 20.41% |
$59.9K - $59.9K
|
1.94K
$354K
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
321New |
$58.5K - $58.5K
|
321
$58.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
319+ 3.16% |
$58.1K - $58.1K
|
10.4K
$1.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
314+ 15.21% |
$57.2K - $57.2K
|
2.38K
$433K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
313+ 19.48% |
$57K - $57K
|
1.92K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
312+ 18.14% |
$56.8K - $56.8K
|
2.03K
$370K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
308+ 0.38% |
$56.1K - $56.1K
|
82.1K
$15M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
307+ 5.22% |
$55.9K - $55.9K
|
6.19K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
303+ 2.08% |
$55.2K - $55.2K
|
14.9K
$2.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
300+ 0.64% |
$54.6K - $54.6K
|
47.1K
$8.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
300+ 4.47% |
$54.6K - $54.6K
|
7.02K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
296+ 0.69% |
$53.9K - $53.9K
|
43.4K
$7.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
296+ 7.83% |
$53.9K - $53.9K
|
4.07K
$742K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
294+ 8.67% |
$53.6K - $53.6K
|
3.69K
$671K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
293+ 1.33% |
$53.4K - $53.4K
|
22.3K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
292+ 15.64% |
$53.2K - $53.2K
|
2.16K
$393K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
291+ 10.46% |
$53K - $53K
|
3.07K
$560K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
290+ 0.26% |
$52.8K - $52.8K
|
110K
$20M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
289+ 2.14% |
$52.6K - $52.6K
|
13.8K
$2.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
289+ 1.14% |
$52.6K - $52.6K
|
25.6K
$4.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
285+ 22.09% |
$51.9K - $51.9K
|
1.58K
$287K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
276+ 4.57% |
$50.3K - $50.3K
|
6.32K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
273+ 0.31% |
$49.7K - $49.7K
|
89.2K
$16.2M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
272+ 7.55% |
$49.5K - $49.5K
|
3.87K
$706K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
270New |
$49.2K - $49.2K
|
270
$49.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
267+ 22.44% |
$48.6K - $48.6K
|
1.46K
$265K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
265+ 0.74% |
$48.3K - $48.3K
|
35.9K
$6.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
263+ 2.41% |
$47.9K - $47.9K
|
11.2K
$2.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
256+ 20.41% |
$46.6K - $46.6K
|
1.51K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
252+ 3.07% |
$45.9K - $45.9K
|
8.46K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
247+ 1.94% |
$45K - $45K
|
13K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
246+ 1.21% |
$44.8K - $44.8K
|
20.5K
$3.74M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
245+ 0.88% |
$44.6K - $44.6K
|
28.2K
$5.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
244+ 0.29% |
$44.4K - $44.4K
|
84.7K
$15.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
244+ 0.53% |
$44.4K - $44.4K
|
46.5K
$8.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
241+ 0.4% |
$43.9K - $43.9K
|
60.2K
$11M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
228+ 0.59% |
$41.5K - $41.5K
|
38.7K
$7.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
226+ 2.2% |
$41.2K - $41.2K
|
10.5K
$1.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
225+ 661.76% |
$41K - $41K
|
259
$47.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
224+ 9.75% |
$40.8K - $40.8K
|
2.52K
$459K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
222+ 4.64% |
$40.4K - $40.4K
|
5.01K
$912K
|