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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
16+ 6.84% |
$2.7K - $2.93K
|
250
$45.5K
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
16+ 0.35% |
$2.7K - $2.93K
|
4.6K
$838K
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
15+ 0.41% |
$2.53K - $2.74K
|
3.69K
$671K
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
14+ 0.43% |
$2.36K - $2.56K
|
3.3K
$602K
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
10+ 0.96% |
$1.68K - $1.83K
|
1.06K
$192K
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
10+ 0.41% |
$1.68K - $1.83K
|
2.46K
$448K
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.44% |
$1.68K - $1.83K
|
2.28K
$415K
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
9+ 0.26% |
$1.52K - $1.65K
|
3.42K
$623K
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
9+ 0.31% |
$1.52K - $1.65K
|
2.96K
$539K
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
9+ 0.23% |
$1.52K - $1.65K
|
3.91K
$713K
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
9+ 0.4% |
$1.52K - $1.65K
|
2.24K
$407K
|
|
Apr 10, 2024
Q1 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
9+ 0.12% |
$1.52K - $1.65K
|
7.24K
$1.32M
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
7+ 0.41% |
$1.18K - $1.28K
|
1.73K
$314K
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
7+ 0.41% |
$1.18K - $1.28K
|
1.73K
$314K
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
7+ 0.41% |
$1.18K - $1.28K
|
1.72K
$313K
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
6+ 0.09% |
$1.01K - $1.1K
|
6.75K
$1.23M
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
6+ 0.43% |
$1.01K - $1.1K
|
1.41K
$257K
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
5+ 0.02% |
$842 - $915
|
24K
$4.38M
|
|
May 15, 2024
Q1 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
5+ 0.06% |
$842 - $915
|
8.2K
$1.49M
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
5+ 0.24% |
$842 - $915
|
2.13K
$388K
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
5+ 0.31% |
$842 - $915
|
1.61K
$293K
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5+ 0.11% |
$842 - $915
|
4.54K
$828K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5+ 0.29% |
$842 - $915
|
1.71K
$312K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5+ 0.25% |
$842 - $915
|
2.03K
$369K
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.18% |
$842 - $915
|
2.71K
$494K
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
5+ 0.19% |
$842 - $915
|
2.7K
$492K
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
5+ 0.4% |
$842 - $915
|
1.25K
$228K
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
5+ 0.36% |
$842 - $915
|
1.4K
$254K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.27% |
$674 - $732
|
1.47K
$267K
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
4+ 0.18% |
$674 - $732
|
2.21K
$403K
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4+ 0.06% |
$674 - $732
|
6.69K
$1.22M
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4+ 0.26% |
$674 - $732
|
1.53K
$278K
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4+ 0.08% |
$674 - $732
|
4.97K
$905K
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
4+ 0.23% |
$674 - $732
|
1.75K
$318K
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4+ 0.25% |
$674 - $732
|
1.58K
$287K
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
3+ 0.15% |
$505 - $549
|
2.07K
$377K
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
3+ 0.4% |
$505 - $549
|
744
$136K
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.49% |
$505 - $549
|
616
$112K
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3+ 0.22% |
$505 - $549
|
1.37K
$249K
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2+ 0.11% |
$337 - $366
|
1.75K
$319K
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.68% |
$337 - $366
|
297
$54.1K
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
2+ 0.14% |
$337 - $366
|
1.4K
$255K
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2+ 0.15% |
$337 - $366
|
1.32K
$240K
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.06% |
$168 - $183
|
1.6K
$291K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.3% |
$168 - $183
|
338
$61.6K
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1+ 0.04% |
$168 - $183
|
2.73K
$498K
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
1+ 0.07% |
$168 - $183
|
1.42K
$259K
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.2% |
$168 - $183
|
511
$93.1K
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$168 - $183
|
2.94K
$536K
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.62% |
$168 - $183
|
162
$29.5K
|