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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.26K+ 3.45% |
N/A
|
37.8K
$6.88M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.07K+ 65.63% |
N/A
|
2.71K
$493K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
314+ 57.3% |
N/A
|
862
$157K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
295+ 1.26% |
N/A
|
23.7K
$4.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
207+ 4.49% |
N/A
|
4.81K
$877K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
170+ 0.24% |
N/A
|
71.5K
$13M
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
145+ 0.38% |
N/A
|
38.6K
$7.03M
|
|
|
Oct 06, 2022
Q3 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
144+ 6.13% |
N/A
|
2.49K
$454K
|
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
100+ 1.92% |
N/A
|
5.3K
$965K
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
100+ 5.14% |
N/A
|
2.05K
$373K
|
|
|
Nov 04, 2022
Q3 2022
|
Ti Trust, Inc
|
BUY
|
- |
87+ 4.74% |
N/A
|
1.92K
$350K
|
|
|
Nov 02, 2022
Q3 2022
|
Rice Partnership, LLC
|
BUY
|
- |
80+ 3.32% |
N/A
|
2.49K
$453K
|
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
64+ 3.93% |
N/A
|
1.69K
$308K
|
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
54New |
N/A
|
54
$9.84K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
40New |
N/A
|
40
$7.29K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
9New |
N/A
|
9
$1.64K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.61% |
N/A
|
494
$90K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2New |
N/A
|
2
$364
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
2+ 0.07% |
N/A
|
2.82K
$514K
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2+ 6.06% |
N/A
|
35
$6.38K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 5.0% |
N/A
|
21
$3.83K
|
|
|
Oct 07, 2022
Q3 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
1+ 1.69% |
N/A
|
60
$10.9K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
47.1K+ 329.69% |
N/A
|
61.4K
$11.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
21.4KNew |
N/A
|
21.4K
$3.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
15.7K+ 170.95% |
N/A
|
24.9K
$4.53M
|
|
|
Aug 08, 2022
Q2 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
5.69KNew |
N/A
|
5.69K
$1.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.14KNew |
N/A
|
2.14K
$390K
|
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
2.1KNew |
N/A
|
2.1K
$383K
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.94KNew |
N/A
|
1.94K
$354K
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.72KNew |
N/A
|
1.72K
$313K
|
|
|
Aug 15, 2022
Q2 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.66K+ 34.71% |
N/A
|
6.46K
$1.18M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.1K+ 13.26% |
N/A
|
9.35K
$1.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
897+ 16.85% |
N/A
|
6.22K
$1.13M
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
666+ 1.75% |
N/A
|
38.7K
$7.06M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
594+ 12.51% |
N/A
|
5.34K
$973K
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
512+ 12.35% |
N/A
|
4.66K
$848K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
388New |
N/A
|
388
$70.7K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
185+ 3.02% |
N/A
|
6.3K
$1.15M
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
90New |
N/A
|
90
$16.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
69New |
N/A
|
69
$12.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
67+ 3.65% |
N/A
|
1.9K
$347K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
57+ 0.41% |
N/A
|
14K
$2.55M
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22+ 7.8% |
N/A
|
304
$55.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
19+ 2.05% |
N/A
|
948
$173K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
10+ 0.42% |
N/A
|
2.39K
$434K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
9+ 0.18% |
N/A
|
5.13K
$935K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
5+ 71.43% |
N/A
|
12
$2.19K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
834KNew |
N/A
|
834K
$152M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
1.53KNew |
N/A
|
1.53K
$279K
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
320New |
N/A
|
320
$58.3K
|
|