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 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
570+ 4.65% |
$98.8K - $106K
|
12.8K
$2.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
560+ 23.58% |
$97.1K - $104K
|
2.94K
$535K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
544New |
$94.3K - $101K
|
544
$99.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
541+ 28.81% |
$93.8K - $100K
|
2.42K
$441K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
540New |
$93.6K - $100K
|
540
$98.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
508+ 71.35% |
$88.1K - $94.1K
|
1.22K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
496+ 1.56% |
$86K - $91.9K
|
32.3K
$5.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
491+ 1.84% |
$85.1K - $91K
|
27.2K
$4.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
483+ 2.49% |
$83.7K - $89.5K
|
19.9K
$3.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
471+ 33.67% |
$81.6K - $87.3K
|
1.87K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
433+ 16.03% |
$75.1K - $80.2K
|
3.14K
$571K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
421+ 24.52% |
$73K - $78K
|
2.14K
$389K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
411+ 1.33% |
$71.2K - $76.2K
|
31.4K
$5.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
400+ 6.18% |
$69.3K - $74.1K
|
6.88K
$1.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
395+ 12.45% |
$68.5K - $73.2K
|
3.57K
$650K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
383+ 0.61% |
$66.4K - $71K
|
63.4K
$11.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
382+ 3.19% |
$66.2K - $70.8K
|
12.3K
$2.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
348+ 9.4% |
$60.3K - $64.5K
|
4.05K
$738K
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
343+ 9.09% |
$59.5K - $63.6K
|
4.12K
$750K
|
|
|
Aug 02, 2024
Q2 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
339+ 22.19% |
$58.8K - $62.8K
|
1.87K
$340K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
339+ 2.73% |
$58.8K - $62.8K
|
12.8K
$2.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
315+ 1.41% |
$54.6K - $58.4K
|
22.7K
$4.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
304+ 8.13% |
$52.7K - $56.3K
|
4.04K
$736K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
299New |
$51.8K - $55.4K
|
299
$54.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
PUT |
272New |
$47.1K - $50.4K
|
272
$49.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
266New |
$46.1K - $49.3K
|
266
$48.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
265+ 0.61% |
$45.9K - $49.1K
|
43.8K
$7.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
261+ 1.61% |
$45.2K - $48.4K
|
16.4K
$2.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
259+ 11.54% |
$44.9K - $48K
|
2.5K
$456K
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
250+ 8.52% |
$43.3K - $46.3K
|
3.18K
$580K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
225+ 7.44% |
$39K - $41.7K
|
3.25K
$592K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
223+ 15.72% |
$38.7K - $41.3K
|
1.64K
$299K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
223+ 1.97% |
$38.7K - $41.3K
|
11.5K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
220+ 16.58% |
$38.1K - $40.8K
|
1.55K
$282K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
220+ 0.49% |
$38.1K - $40.8K
|
44.8K
$8.16M
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
210+ 12.77% |
$36.4K - $38.9K
|
1.86K
$338K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
208+ 4.72% |
$36.1K - $38.5K
|
4.61K
$840K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
205+ 10.83% |
$35.5K - $38K
|
2.1K
$382K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
196+ 15.32% |
$34K - $36.3K
|
1.48K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
181New |
$31.4K - $33.5K
|
181
$33K
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
177+ 10.97% |
$30.7K - $32.8K
|
1.79K
$326K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
176+ 7.14% |
$30.5K - $32.6K
|
2.64K
$481K
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
176+ 2.0% |
$30.5K - $32.6K
|
8.97K
$1.63M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
168+ 42.0% |
$29.1K - $31.1K
|
568
$103K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
157+ 146.73% |
$27.2K - $29.1K
|
264
$48.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
154+ 84.62% |
$26.7K - $28.5K
|
336
$61.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
149+ 1.96% |
$25.8K - $27.6K
|
7.77K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
148+ 0.92% |
$25.7K - $27.4K
|
16.2K
$2.96M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
140New |
$24.3K - $25.9K
|
140
$25.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
137+ 1.44% |
$23.7K - $25.4K
|
9.62K
$1.75M
|