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 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
43+ 0.35% |
$7.83K - $7.83K
|
12.3K
$2.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
42+ 1.55% |
$7.65K - $7.65K
|
2.76K
$503K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
41New |
$7.47K - $7.47K
|
41
$7.47K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
41New |
$7.47K - $7.47K
|
41
$7.47K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
40+ 0.63% |
$7.29K - $7.29K
|
6.39K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
40+ 0.2% |
$7.29K - $7.29K
|
20.1K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
40+ 2.16% |
$7.29K - $7.29K
|
1.9K
$345K
|
|
|
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 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
|
|
|
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 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
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
23+ 0.49% |
$4.19K - $4.19K
|
4.73K
$861K
|
|
|
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 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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.08% |
$1.82K - $1.82K
|
12.9K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
10+ 0.14% |
$1.82K - $1.82K
|
7.23K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
10+ 0.45% |
$1.82K - $1.82K
|
2.22K
$405K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
9New |
$1.64K - $1.64K
|
9
$1.64K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
9+ 0.4% |
$1.64K - $1.64K
|
2.25K
$409K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
8+ 0.36% |
$1.46K - $1.46K
|
2.22K
$404K
|