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 |
---|---|---|---|---|---|---|---|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
355+ 147.3% |
$51.4K - $56.3K
|
596
$109K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
346New |
$50.1K - $54.9K
|
346
$63K
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
270New |
$39.1K - $42.9K
|
270
$49.2K
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
240+ 1.58% |
$34.8K - $38.1K
|
15.4K
$2.81M
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
230New |
$33.3K - $36.5K
|
230
$41.9K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
201New |
$29.1K - $31.9K
|
201
$36.6K
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
153+ 3.49% |
$22.2K - $24.3K
|
4.54K
$827K
|
|
Jan 20, 2023
Q4 2022
|
Gpwm LLC
|
BUY
|
- |
152New |
$22K - $24.1K
|
152
$27.7K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
139+ 1.72% |
$20.1K - $22.1K
|
8.2K
$1.49M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
131+ 2.17% |
$19K - $20.8K
|
6.17K
$1.12M
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
114New |
$16.5K - $18.1K
|
114
$20.8K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
72New |
$10.4K - $11.4K
|
72
$13.1K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
64+ 1.45% |
$9.27K - $10.2K
|
4.46K
$813K
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
54New |
$7.82K - $8.57K
|
54
$9.84K
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
50+ 2.77% |
$7.24K - $7.94K
|
1.86K
$338K
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
39+ 0.64% |
$5.65K - $6.19K
|
6.1K
$1.11M
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
24+ 0.36% |
$3.48K - $3.81K
|
6.73K
$1.23M
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
18+ 0.36% |
$2.61K - $2.86K
|
5K
$910K
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
13+ 0.25% |
$1.88K - $2.06K
|
5.13K
$934K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
4+ 0.06% |
$579 - $635
|
6.32K
$1.15M
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4+ 0.17% |
$579 - $635
|
2.29K
$417K
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$290 - $317
|
1.53K
$278K
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1New |
$145 - $159
|
1
$182
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$145 - $159
|
14.6K
$2.66M
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
34.5K+ 824.46% |
N/A
|
38.7K
$7.04M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
33.9K+ 99.77% |
N/A
|
67.8K
$12.4M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
32.9K+ 131.32% |
N/A
|
58K
$10.6M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
16.2K+ 209.48% |
N/A
|
23.9K
$4.36M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
12.2K+ 71.96% |
N/A
|
29.2K
$5.33M
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
11.5KNew |
N/A
|
11.5K
$2.09M
|
|
Oct 12, 2022
Q3 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
10.1KNew |
N/A
|
10.1K
$1.83M
|
|
Nov 14, 2022
Q3 2022
|
Union Investments & Development Ltd.
|
BUY
|
- |
9KNew |
N/A
|
9K
$1.64M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
7.96K+ 4.36% |
N/A
|
191K
$34.7M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
7.58K+ 2.38% |
N/A
|
326K
$59.4M
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
6.89K+ 2.53% |
N/A
|
280K
$50.9M
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.71KNew |
N/A
|
4.71K
$858K
|
|
Nov 08, 2022
Q3 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
4.2KNew |
N/A
|
4.2K
$765K
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.18K+ 66.65% |
N/A
|
7.94K
$1.45M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.02KNew |
N/A
|
3.02K
$550K
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
2.82K+ 3.37% |
N/A
|
86.6K
$15.8M
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.68KNew |
N/A
|
2.68K
$489K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.61K+ 1.19% |
N/A
|
222K
$40.4M
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.55K+ 0.9% |
N/A
|
287K
$52.2M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.47KNew |
N/A
|
2.47K
$450K
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
2.34KNew |
N/A
|
2.34K
$427K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
2.24K+ 1.92% |
N/A
|
119K
$21.7M
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.15KNew |
N/A
|
2.15K
$391K
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
2.09KNew |
N/A
|
2.09K
$381K
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.31K+ 33.76% |
N/A
|
5.17K
$942K
|
|
Oct 21, 2022
Q3 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.26K+ 3.45% |
N/A
|
37.8K
$6.88M
|