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 |
---|---|---|---|---|---|---|---|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.46KNew |
$254K - $271K
|
1.46K
$267K
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.41KNew |
$244K - $260K
|
1.41K
$256K
|
|
Aug 14, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.21KNew |
$210K - $224K
|
1.21K
$221K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.2KNew |
$209K - $223K
|
1.2K
$219K
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
1.19KNew |
$206K - $220K
|
1.19K
$217K
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.12KNew |
$194K - $208K
|
1.12K
$204K
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.12KNew |
$194K - $207K
|
1.12K
$204K
|
|
Jun 12, 2025
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.11K+ 69.12% |
$192K - $205K
|
2.71K
$494K
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
731New |
$127K - $135K
|
731
$133K
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
686+ 51.97% |
$119K - $127K
|
2.01K
$365K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
637+ 9.25% |
$110K - $118K
|
7.52K
$1.37M
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
600+ 600.0% |
$104K - $111K
|
700
$128K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
540New |
$93.6K - $100K
|
540
$98.4K
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
421+ 24.52% |
$73K - $78K
|
2.14K
$389K
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
343+ 9.09% |
$59.5K - $63.6K
|
4.12K
$750K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
299New |
$51.8K - $55.4K
|
299
$54.5K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
PUT |
272New |
$47.1K - $50.4K
|
272
$49.5K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
266New |
$46.1K - $49.3K
|
266
$48.5K
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
205+ 10.83% |
$35.5K - $38K
|
2.1K
$382K
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
181New |
$31.4K - $33.5K
|
181
$33K
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
154+ 84.62% |
$26.7K - $28.5K
|
336
$61.2K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
140New |
$24.3K - $25.9K
|
140
$25.5K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
136New |
$23.6K - $25.2K
|
136
$24.8K
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
130+ 2.92% |
$22.5K - $24.1K
|
4.58K
$834K
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
129+ 78.66% |
$22.4K - $23.9K
|
293
$53.4K
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
92+ 7.35% |
$15.9K - $17K
|
1.34K
$245K
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
80+ 4.76% |
$13.9K - $14.8K
|
1.76K
$321K
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
41+ 102.5% |
$7.11K - $7.6K
|
81
$14.8K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
40+ 17.78% |
$6.93K - $7.41K
|
265
$48.3K
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
39New |
$6.76K - $7.23K
|
39
$7.1K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
37New |
$6.41K - $6.86K
|
37
$6.74K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
32+ 11.94% |
$5.55K - $5.93K
|
300
$54.6K
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
30+ 1.67% |
$5.2K - $5.56K
|
1.83K
$332K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
30New |
$5.2K - $5.56K
|
30
$5.46K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
20+ 2.52% |
$3.47K - $3.71K
|
815
$148K
|
|
Aug 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
18+ 1.57% |
$3.12K - $3.34K
|
1.16K
$211K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
17+ 0.51% |
$2.95K - $3.15K
|
3.36K
$612K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
9New |
$1.56K - $1.67K
|
9
$1.64K
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
8+ 0.06% |
$1.39K - $1.48K
|
12.7K
$2.32M
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
5New |
$867 - $926
|
5
$911
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4New |
$693 - $741
|
4
$729
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
65.8K+ 30.62% |
$11.1M - $12M
|
281K
$51.2M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
53.1KNew |
$8.95M - $9.72M
|
53.1K
$9.67M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
49.6KNew |
$8.35M - $9.07M
|
49.6K
$9.03M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
44.1KNew |
$7.44M - $8.08M
|
44.1K
$8.04M
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
30.8KNew |
$5.19M - $5.64M
|
30.8K
$5.61M
|
|
May 15, 2024
Q1 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
15KNew |
$2.53M - $2.74M
|
15K
$2.73M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.53K+ 2.23% |
$1.61M - $1.74M
|
438K
$79.7M
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
7.8KNew |
$1.31M - $1.43M
|
7.8K
$1.42M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
5.65KNew |
$951K - $1.03M
|
5.65K
$1.03M
|