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 |
---|---|---|---|---|---|---|---|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
80New |
$12.2K - $13K
|
80
$14.6K
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
76+ 10.04% |
$11.6K - $12.3K
|
833
$152K
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
65+ 48.87% |
$9.93K - $10.6K
|
198
$36.1K
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
50New |
$7.64K - $8.12K
|
50
$9.11K
|
|
Jul 13, 2023
Q2 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
33New |
$5.04K - $5.36K
|
33
$6.01K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
30New |
$4.58K - $4.87K
|
30
$5.46K
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
12New |
$1.83K - $1.95K
|
12
$2.19K
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
7+ 0.18% |
$1.07K - $1.14K
|
3.83K
$697K
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
5+ 0.11% |
$764 - $812
|
4.62K
$842K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 4.08% |
$611 - $650
|
102
$18.6K
|
|
Q1 2023 | |||||||
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
124KNew |
$18.3M - $19.6M
|
124K
$22.6M
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
57.8K+ 565.37% |
$8.52M - $9.16M
|
68.1K
$12.4M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
21.9KNew |
$3.22M - $3.47M
|
21.9K
$3.99M
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
17K+ 106.25% |
$2.5M - $2.69M
|
33K
$6.01M
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
10.5KNew |
$1.54M - $1.66M
|
10.5K
$1.91M
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.74K+ 3718.72% |
$1.29M - $1.38M
|
8.97K
$1.63M
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
6.84KNew |
$1.01M - $1.08M
|
6.84K
$1.25M
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
6.52KNew |
$961K - $1.03M
|
6.52K
$1.19M
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.44KNew |
$506K - $544K
|
3.44K
$626K
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.07KNew |
$452K - $486K
|
3.07K
$559K
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
2.48K+ 1.08% |
$365K - $392K
|
231K
$42.1M
|
|
May 15, 2023
Q1 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.47KNew |
$216K - $233K
|
1.47K
$268K
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$206K - $222K
|
1.4K
$255K
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.37KNew |
$202K - $217K
|
1.37K
$250K
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
BUY
|
- |
1.32KNew |
$194K - $208K
|
1.32K
$240K
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
1.31KNew |
$193K - $208K
|
1.31K
$239K
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.31KNew |
$193K - $208K
|
1.31K
$239K
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.3KNew |
$191K - $206K
|
1.3K
$237K
|
|
Apr 14, 2023
Q1 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
1.3KNew |
$191K - $206K
|
1.3K
$237K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
935+ 112.11% |
$138K - $148K
|
1.77K
$322K
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
481New |
$70.8K - $76.2K
|
481
$87.6K
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
364+ 25.96% |
$53.6K - $57.6K
|
1.77K
$322K
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
209New |
$30.8K - $33.1K
|
209
$38.1K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
175New |
$25.8K - $27.7K
|
175
$31.9K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
153New |
$22.5K - $24.2K
|
153
$27.9K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
136New |
$20K - $21.5K
|
136
$24.8K
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
130+ 125.0% |
$19.1K - $20.6K
|
234
$42.6K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
100+ 1.42% |
$14.7K - $15.8K
|
7.14K
$1.3M
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
74+ 2.88% |
$10.9K - $11.7K
|
2.64K
$481K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
72New |
$10.6K - $11.4K
|
72
$13.1K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
61New |
$8.98K - $9.66K
|
61
$11.1K
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
31New |
$4.56K - $4.91K
|
31
$5.65K
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
26+ 0.23% |
$3.83K - $4.12K
|
11.4K
$2.07M
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
14New |
$2.06K - $2.22K
|
14
$2.55K
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
14New |
$2.06K - $2.22K
|
14
$2.55K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
7+ 1.13% |
$1.03K - $1.11K
|
626
$114K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
2+ 0.0% |
$294 - $317
|
46.1K
$8.4M
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$147 - $158
|
1
$182
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.04MNew |
$296M - $324M
|
2.04M
$372M
|