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 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 11.11% |
$168 - $183
|
10
$1.82K
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.08% |
$168 - $183
|
1.22K
$221K
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.01% |
$168 - $183
|
8.78K
$1.6M
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1+ 0.04% |
$168 - $183
|
2.48K
$452K
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$168 - $183
|
3.05K
$556K
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1+ 0.02% |
$168 - $183
|
5.31K
$967K
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$168 - $183
|
8.9K
$1.62M
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
260KNew |
$39.1M - $44.6M
|
260K
$47.4M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
158K+ 515.82% |
$23.7M - $27M
|
188K
$34.3M
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
112KNew |
$16.9M - $19.2M
|
112K
$20.5M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
92.6KNew |
$13.9M - $15.8M
|
92.6K
$16.9M
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
89.1K+ 293.35% |
$13.4M - $15.3M
|
120K
$21.8M
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
27.6K+ 549.55% |
$4.14M - $4.72M
|
32.6K
$5.93M
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
24KNew |
$3.61M - $4.11M
|
24K
$4.37M
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
23.8KNew |
$3.58M - $4.08M
|
23.8K
$4.34M
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
17.3K+ 670.95% |
$2.6M - $2.97M
|
19.9K
$3.63M
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
11.7KNew |
$1.75M - $1.99M
|
11.7K
$2.12M
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
11.1KNew |
$1.67M - $1.9M
|
11.1K
$2.02M
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
9.85KNew |
$1.48M - $1.69M
|
9.85K
$1.79M
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
6.8K+ 6.21% |
$1.02M - $1.16M
|
116K
$21.2M
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
5.78K+ 291.13% |
$867K - $989K
|
7.76K
$1.41M
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
5.76KNew |
$865K - $986K
|
5.76K
$1.05M
|
|
Feb 14, 2024
Q4 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
4.35KNew |
$653K - $744K
|
4.35K
$792K
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.16K+ 8.04% |
$624K - $712K
|
55.8K
$10.2M
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
3.99KNew |
$599K - $683K
|
3.99K
$727K
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
3.9K+ 9.96% |
$585K - $667K
|
43K
$7.84M
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
3.39KNew |
$509K - $580K
|
3.39K
$617K
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
3.1KNew |
$466K - $531K
|
3.1K
$565K
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
3.04KNew |
$456K - $520K
|
3.04K
$553K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
3K+ 3000.0% |
$450K - $513K
|
3.1K
$565K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.96KNew |
$445K - $507K
|
2.96K
$540K
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.84K+ 81.98% |
$426K - $485K
|
6.29K
$1.15M
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.8KNew |
$421K - $480K
|
2.8K
$510K
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.62KNew |
$393K - $448K
|
2.62K
$476K
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
2.58KNew |
$388K - $442K
|
2.58K
$470K
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.23KNew |
$335K - $382K
|
2.23K
$406K
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.14KNew |
$321K - $366K
|
2.14K
$389K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.09K+ 8.0% |
$314K - $358K
|
28.3K
$5.15M
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.01KNew |
$302K - $344K
|
2.01K
$366K
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.98KNew |
$297K - $339K
|
1.98K
$361K
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.83KNew |
$275K - $314K
|
1.83K
$334K
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.83KNew |
$274K - $313K
|
1.83K
$333K
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.79K+ 31.84% |
$269K - $307K
|
7.42K
$1.35M
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1.75KNew |
$263K - $300K
|
1.75K
$319K
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.75KNew |
$262K - $299K
|
1.75K
$318K
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1.69K+ 99.53% |
$254K - $290K
|
3.39K
$618K
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.69KNew |
$253K - $289K
|
1.69K
$307K
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.61KNew |
$242K - $276K
|
1.61K
$293K
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.56KNew |
$234K - $267K
|
1.56K
$284K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.54KNew |
$231K - $264K
|
1.54K
$281K
|