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 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
|
|
|
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
|
|
|
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
|
|