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 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
39+ 0.45% |
$7.1K - $7.1K
|
8.66K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
39+ 2.23% |
$7.1K - $7.1K
|
1.79K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
37+ 1.17% |
$6.74K - $6.74K
|
3.21K
$585K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
36+ 1.39% |
$6.56K - $6.56K
|
2.62K
$477K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
36New |
$6.56K - $6.56K
|
36
$6.56K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
35+ 0.53% |
$6.38K - $6.38K
|
6.61K
$1.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
35+ 0.72% |
$6.38K - $6.38K
|
4.87K
$886K
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.49% |
$6.19K - $6.19K
|
6.99K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
34+ 0.12% |
$6.19K - $6.19K
|
27.5K
$5.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
34+ 1.38% |
$6.19K - $6.19K
|
2.51K
$456K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
32+ 1.53% |
$5.83K - $5.83K
|
2.12K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
32+ 5.88% |
$5.83K - $5.83K
|
576
$105K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
32+ 133.33% |
$5.83K - $5.83K
|
56
$10.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
30+ 0.34% |
$5.46K - $5.46K
|
8.8K
$1.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
28+ 0.28% |
$5.1K - $5.1K
|
10.2K
$1.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
27+ 0.14% |
$4.92K - $4.92K
|
19.5K
$3.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
26+ 0.47% |
$4.74K - $4.74K
|
5.6K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
25+ 1.52% |
$4.55K - $4.55K
|
1.67K
$304K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
25+ 2.19% |
$4.55K - $4.55K
|
1.17K
$213K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
25+ 1.41% |
$4.55K - $4.55K
|
1.79K
$326K
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
24+ 0.31% |
$4.37K - $4.37K
|
7.88K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
23+ 0.34% |
$4.19K - $4.19K
|
6.81K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
23+ 1.15% |
$4.19K - $4.19K
|
2.03K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
23+ 0.49% |
$4.19K - $4.19K
|
4.73K
$861K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
23+ 0.68% |
$4.19K - $4.19K
|
3.42K
$623K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
23+ 0.9% |
$4.19K - $4.19K
|
2.59K
$472K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
22+ 0.75% |
$4.01K - $4.01K
|
2.98K
$542K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
22+ 0.55% |
$4.01K - $4.01K
|
4K
$729K
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
20+ 0.41% |
$3.64K - $3.64K
|
4.96K
$903K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
20+ 0.26% |
$3.64K - $3.64K
|
7.59K
$1.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
18+ 0.51% |
$3.28K - $3.28K
|
3.57K
$650K
|
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
18+ 0.51% |
$3.28K - $3.28K
|
3.54K
$645K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
16+ 0.24% |
$2.91K - $2.91K
|
6.57K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
16+ 0.47% |
$2.91K - $2.91K
|
3.44K
$626K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
16+ 0.03% |
$2.91K - $2.91K
|
60.9K
$11.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
16+ 0.43% |
$2.91K - $2.91K
|
3.74K
$681K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
15+ 0.89% |
$2.73K - $2.73K
|
1.7K
$309K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
15+ 1.36% |
$2.73K - $2.73K
|
1.12K
$203K
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
15+ 1.32% |
$2.73K - $2.73K
|
1.15K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
14+ 0.97% |
$2.55K - $2.55K
|
1.46K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
14+ 0.6% |
$2.55K - $2.55K
|
2.35K
$427K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
14+ 0.1% |
$2.55K - $2.55K
|
14.4K
$2.63M
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
13+ 0.45% |
$2.37K - $2.37K
|
2.89K
$526K
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
12+ 0.51% |
$2.19K - $2.19K
|
2.35K
$428K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12+ 0.07% |
$2.19K - $2.19K
|
16.5K
$3M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
12+ 0.36% |
$2.19K - $2.19K
|
3.38K
$615K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11+ 0.5% |
$2K - $2K
|
2.23K
$406K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
11+ 0.05% |
$2K - $2K
|
22.6K
$4.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
11+ 0.26% |
$2K - $2K
|
4.24K
$772K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
11+ 0.49% |
$2K - $2K
|
2.25K
$409K
|