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, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.62% |
$168 - $183
|
162
$29.5K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 11.11% |
$168 - $183
|
10
$1.82K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
260KNew |
$39.1M - $44.6M
|
260K
$47.4M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
112KNew |
$16.9M - $19.2M
|
112K
$20.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
92.6KNew |
$13.9M - $15.8M
|
92.6K
$16.9M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
89.1K+ 293.35% |
$13.4M - $15.3M
|
120K
$21.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
27.6K+ 549.55% |
$4.14M - $4.72M
|
32.6K
$5.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
23.8KNew |
$3.58M - $4.08M
|
23.8K
$4.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
17.3K+ 670.95% |
$2.6M - $2.97M
|
19.9K
$3.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
6.8K+ 6.21% |
$1.02M - $1.16M
|
116K
$21.2M
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
5.76KNew |
$865K - $986K
|
5.76K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
4.35KNew |
$653K - $744K
|
4.35K
$792K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.16K+ 8.04% |
$624K - $712K
|
55.8K
$10.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
3.39KNew |
$509K - $580K
|
3.39K
$617K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
3.1KNew |
$466K - $531K
|
3.1K
$565K
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
3.04KNew |
$456K - $520K
|
3.04K
$553K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
3K+ 3000.0% |
$450K - $513K
|
3.1K
$565K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.96KNew |
$445K - $507K
|
2.96K
$540K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.62KNew |
$393K - $448K
|
2.62K
$476K
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
2.58KNew |
$388K - $442K
|
2.58K
$470K
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.01KNew |
$302K - $344K
|
2.01K
$366K
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.98KNew |
$297K - $339K
|
1.98K
$361K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.83KNew |
$275K - $314K
|
1.83K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1.75KNew |
$263K - $300K
|
1.75K
$319K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.75KNew |
$262K - $299K
|
1.75K
$318K
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1.69K+ 99.53% |
$254K - $290K
|
3.39K
$618K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.56KNew |
$234K - $267K
|
1.56K
$284K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.45KNew |
$217K - $247K
|
1.45K
$263K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.26KNew |
$189K - $215K
|
1.26K
$229K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
1.24KNew |
$186K - $213K
|
1.24K
$226K
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
1.23KNew |
$185K - $211K
|
1.23K
$225K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.23KNew |
$184K - $210K
|
1.23K
$223K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
1.22KNew |
$183K - $209K
|
1.22K
$223K
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.19KNew |
$179K - $204K
|
1.19K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.12K+ 655.88% |
$167K - $191K
|
1.29K
$234K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.08KNew |
$163K - $185K
|
1.08K
$197K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
803+ 2.38% |
$121K - $137K
|
34.6K
$6.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
706+ 1.03% |
$106K - $121K
|
69.2K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
570New |
$85.6K - $97.6K
|
570
$104K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
518New |
$77.8K - $88.7K
|
518
$94.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
500New |
$75.1K - $85.6K
|
500
$91.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
482New |
$72.4K - $82.5K
|
482
$87.8K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
480New |
$72.1K - $82.2K
|
480
$87.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
387+ 23.15% |
$58.1K - $66.2K
|
2.06K
$375K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
266New |
$39.9K - $45.5K
|
266
$48.5K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
243New |
$36.5K - $41.6K
|
243
$44.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
180New |
$27K - $30.8K
|
180
$32.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
152+ 9.97% |
$22.8K - $26K
|
1.68K
$305K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
148New |
$22.2K - $25.3K
|
148
$27K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
120New |
$18K - $20.5K
|
120
$21.9K
|
|