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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.45KNew |
$217K - $247K
|
1.45K
$263K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.26KNew |
$189K - $215K
|
1.26K
$229K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
1.24KNew |
$186K - $213K
|
1.24K
$226K
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
1.23KNew |
$185K - $211K
|
1.23K
$225K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.23KNew |
$184K - $210K
|
1.23K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.22KNew |
$183K - $209K
|
1.22K
$223K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
1.22KNew |
$183K - $209K
|
1.22K
$223K
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
1.22KNew |
$183K - $209K
|
1.22K
$222K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.21KNew |
$181K - $207K
|
1.21K
$220K
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.19KNew |
$179K - $204K
|
1.19K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.12K+ 655.88% |
$167K - $191K
|
1.29K
$234K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
803+ 2.38% |
$121K - $137K
|
34.6K
$6.3M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
771New |
$116K - $132K
|
771
$140K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
706+ 1.03% |
$106K - $121K
|
69.2K
$12.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
671+ 23.74% |
$101K - $115K
|
3.5K
$637K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
624New |
$93.7K - $107K
|
624
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
570New |
$85.6K - $97.6K
|
570
$104K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
518New |
$77.8K - $88.7K
|
518
$94.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
500New |
$75.1K - $85.6K
|
500
$91.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
482New |
$72.4K - $82.5K
|
482
$87.8K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
480New |
$72.1K - $82.2K
|
480
$87.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
450+ 22.29% |
$67.6K - $77K
|
2.47K
$450K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
392New |
$58.9K - $67.1K
|
392
$71.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
387+ 23.15% |
$58.1K - $66.2K
|
2.06K
$375K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
374+ 21.78% |
$56.2K - $64K
|
2.09K
$381K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
266New |
$39.9K - $45.5K
|
266
$48.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
261+ 17.23% |
$39.2K - $44.7K
|
1.78K
$323K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
180New |
$27K - $30.8K
|
180
$32.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
175+ 13.11% |
$26.3K - $30K
|
1.51K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
152+ 9.97% |
$22.8K - $26K
|
1.68K
$305K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
148New |
$22.2K - $25.3K
|
148
$27K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
120New |
$18K - $20.5K
|
120
$21.9K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
119New |
$17.9K - $20.4K
|
119
$21.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
117+ 1.04% |
$17.6K - $20K
|
11.4K
$2.08M
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
115+ 8.0% |
$17.3K - $19.7K
|
1.55K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
114New |
$17.1K - $19.5K
|
114
$20.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
102+ 4.59% |
$15.3K - $17.5K
|
2.32K
$423K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
100+ 5.1% |
$15K - $17.1K
|
2.06K
$375K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
100New |
$15K - $17.1K
|
100
$18.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
100+ 1.43% |
$15K - $17.1K
|
7.08K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
91New |
$13.7K - $15.6K
|
91
$16.6K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
85New |
$12.8K - $14.5K
|
85
$15.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
85New |
$12.8K - $14.5K
|
85
$15.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
71+ 4.14% |
$10.7K - $12.2K
|
1.79K
$326K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
69+ 3.27% |
$10.4K - $11.8K
|
2.18K
$397K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
65+ 18.06% |
$9.76K - $11.1K
|
425
$77.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
57+ 4.35% |
$8.56K - $9.76K
|
1.37K
$249K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
54+ 1.03% |
$8.11K - $9.24K
|
5.31K
$967K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
50+ 1.33% |
$7.51K - $8.56K
|
3.82K
$696K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
49+ 0.16% |
$7.36K - $8.39K
|
31.4K
$5.71M
|