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 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
249+ 5.19% |
$41.9K - $45.6K
|
5.05K
$919K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
248+ 23.01% |
$41.8K - $45.4K
|
1.33K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
213+ 15.56% |
$35.9K - $39K
|
1.58K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
208New |
$35K - $38.1K
|
208
$37.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
204+ 99.51% |
$34.4K - $37.3K
|
409
$74.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
185New |
$31.2K - $33.9K
|
185
$33.7K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
172New |
$29K - $31.5K
|
172
$31.3K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
160New |
$27K - $29.3K
|
160
$29.1K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
140New |
$23.6K - $25.6K
|
140
$25.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
140+ 3.2% |
$23.6K - $25.6K
|
4.51K
$822K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
134+ 558.33% |
$22.6K - $24.5K
|
158
$28.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
122+ 3.0% |
$20.6K - $22.3K
|
4.19K
$763K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
121+ 1.15% |
$20.4K - $22.1K
|
10.6K
$1.93M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
118+ 6.6% |
$19.9K - $21.6K
|
1.91K
$347K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
116+ 5.94% |
$19.5K - $21.2K
|
2.07K
$377K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
88New |
$14.8K - $16.1K
|
88
$16K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
82New |
$13.8K - $15K
|
82
$14.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
65+ 2.51% |
$11K - $11.9K
|
2.65K
$483K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
62+ 1.27% |
$10.4K - $11.3K
|
4.93K
$898K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
56New |
$9.43K - $10.2K
|
56
$10.2K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
56+ 1.68% |
$9.43K - $10.2K
|
3.39K
$618K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
53+ 1.99% |
$8.93K - $9.7K
|
2.72K
$496K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
52+ 13.9% |
$8.76K - $9.51K
|
426
$77.6K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
52+ 0.92% |
$8.76K - $9.51K
|
5.71K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
51+ 0.15% |
$8.59K - $9.33K
|
33.5K
$6.1M
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
47+ 0.68% |
$7.92K - $8.6K
|
7.01K
$1.28M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
47New |
$7.92K - $8.6K
|
47
$8.56K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
46New |
$7.75K - $8.42K
|
46
$8.38K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
45+ 2.38% |
$7.58K - $8.23K
|
1.94K
$353K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
43+ 2.72% |
$7.24K - $7.87K
|
1.62K
$295K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
39+ 25.49% |
$6.57K - $7.14K
|
192
$35K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
33+ 1.8% |
$5.56K - $6.04K
|
1.87K
$340K
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
30+ 0.43% |
$5.05K - $5.49K
|
6.96K
$1.27M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
26+ 1.19% |
$4.38K - $4.76K
|
2.21K
$403K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
23+ 0.47% |
$3.87K - $4.21K
|
4.95K
$901K
|
|
|
May 14, 2024
Q1 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
20+ 1.09% |
$3.37K - $3.66K
|
1.85K
$336K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
18+ 0.65% |
$3.03K - $3.29K
|
2.78K
$507K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
10+ 0.96% |
$1.68K - $1.83K
|
1.06K
$192K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
9+ 0.26% |
$1.52K - $1.65K
|
3.42K
$623K
|
|
|
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
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
6+ 0.09% |
$1.01K - $1.1K
|
6.75K
$1.23M
|
|
|
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
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5+ 0.29% |
$842 - $915
|
1.71K
$312K
|
|
|
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
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4+ 0.26% |
$674 - $732
|
1.53K
$278K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
3+ 0.15% |
$505 - $549
|
2.07K
$377K
|