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 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
|
|
|
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
|
|