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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
BUY
|
- |
310+ 6.62% |
N/A
|
4.99K
$909K
|
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
100New |
N/A
|
100
$18.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
88New |
N/A
|
88
$16K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
74New |
N/A
|
74
$13.5K
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
50+ 25.0% |
N/A
|
250
$45.5K
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
45+ 16.73% |
N/A
|
314
$57.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
34New |
N/A
|
34
$6.19K
|
|
| Q4 2021 | |||||||
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
9.54KNew |
N/A
|
9.54K
$1.74M
|
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
9KNew |
N/A
|
9K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3.44KNew |
N/A
|
3.44K
$626K
|
|
|
Feb 11, 2022
Q4 2021
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1.86KNew |
N/A
|
1.86K
$340K
|
|
|
Jan 28, 2022
Q4 2021
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1.78KNew |
N/A
|
1.78K
$324K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.73KNew |
N/A
|
1.73K
$315K
|
|
|
Feb 09, 2022
Q4 2021
|
Enhancing Capital LLC
|
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$255K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
176New |
N/A
|
176
$32.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
125+ 4.31% |
N/A
|
3.02K
$550K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
100New |
N/A
|
100
$18.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100New |
N/A
|
100
$18.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
82+ 75.23% |
N/A
|
191
$34.8K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
23New |
N/A
|
23
$4.19K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
3KNew |
N/A
|
3K
$546K
|
|
|
Oct 21, 2021
Q3 2021
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
700+ 43.75% |
N/A
|
2.3K
$419K
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
29New |
N/A
|
29
$5.28K
|
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.23% |
N/A
|
436
$79.4K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
236KNew |
N/A
|
236K
$43M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
178KNew |
N/A
|
178K
$32.4M
|
|
|
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
23KNew |
N/A
|
23K
$4.19M
|
|
|
Aug 02, 2021
Q2 2021
|
Tenret CO LLC
|
BUY
|
- |
6.04KNew |
N/A
|
6.04K
$1.1M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
2.7KNew |
N/A
|
2.7K
$492K
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.38KNew |
N/A
|
1.38K
$250K
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
19+ 4.23% |
N/A
|
468
$85.2K
|
|
|
Jul 14, 2021
Q2 2021
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.78% |
N/A
|
129
$23.5K
|
|
| Q1 2021 | |||||||
|
Apr 16, 2021
Q1 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
303K+ 606.0% |
N/A
|
353K
$64.3M
|
|
|
May 13, 2021
Q1 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
38+ 47.5% |
N/A
|
118
$21.5K
|
|
| Q4 2020 | |||||||
|
Jan 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
29.9KNew |
N/A
|
29.9K
$5.44M
|
|
|
Feb 12, 2021
Q4 2020
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
17.9KNew |
N/A
|
17.9K
$3.26M
|
|
|
Jan 21, 2021
Q4 2020
|
New Capital Management LP
|
BUY
|
- |
9.3KNew |
N/A
|
9.3K
$1.69M
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
6.21KNew |
N/A
|
6.21K
$1.13M
|
|
|
Jan 21, 2021
Q4 2020
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
3.5KNew |
N/A
|
3.5K
$638K
|
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.11K+ 68.73% |
N/A
|
5.17K
$942K
|
|
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
1.43KNew |
N/A
|
1.43K
$260K
|
|
|
Mar 28, 2023
Q4 2020
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
718+ 37.11% |
N/A
|
2.65K
$483K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
8.13KNew |
N/A
|
8.13K
$1.48M
|
|
|
Oct 18, 2024
Q3 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
3.97K+ 4.39% |
N/A
|
94.3K
$17.2M
|
|
|
Oct 15, 2020
Q3 2020
|
Btr Capital Management Inc
|
BUY
|
- |
1.59KNew |
N/A
|
1.59K
$290K
|
|
|
Nov 12, 2020
Q3 2020
|
Acg Wealth
|
BUY
|
PUT |
700New |
N/A
|
700
$128K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.71K+ 7.86% |
N/A
|
92K
$16.8M
|
|
|
Jul 13, 2020
Q2 2020
|
Wealth Advisors, Inc.
|
BUY
|
CALL |
6KNew |
N/A
|
6K
$1.09M
|
|
| Q1 2020 | |||||||
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
557New |
N/A
|
557
$101K
|
|
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
500New |
N/A
|
500
$91.1K
|
|