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 |
---|---|---|---|---|---|---|---|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
119New |
$17.9K - $20.4K
|
119
$21.7K
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
117+ 1.04% |
$17.6K - $20K
|
11.4K
$2.08M
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
114New |
$17.1K - $19.5K
|
114
$20.8K
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
100+ 5.1% |
$15K - $17.1K
|
2.06K
$375K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
100New |
$15K - $17.1K
|
100
$18.2K
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
100+ 1.43% |
$15K - $17.1K
|
7.08K
$1.29M
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
91New |
$13.7K - $15.6K
|
91
$16.6K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
85New |
$12.8K - $14.5K
|
85
$15.5K
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
71+ 4.14% |
$10.7K - $12.2K
|
1.79K
$326K
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
65+ 18.06% |
$9.76K - $11.1K
|
425
$77.4K
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
57+ 4.35% |
$8.56K - $9.76K
|
1.37K
$249K
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
54+ 1.03% |
$8.11K - $9.24K
|
5.31K
$967K
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
50+ 1.33% |
$7.51K - $8.56K
|
3.82K
$696K
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
49+ 0.16% |
$7.36K - $8.39K
|
31.4K
$5.71M
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
15+ 0.94% |
$2.25K - $2.57K
|
1.61K
$293K
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10+ 0.54% |
$1.5K - $1.71K
|
1.87K
$341K
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
10New |
$1.5K - $1.71K
|
10
$1.82K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 1.04% |
$300 - $342
|
194
$35.3K
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
2+ 1.94% |
$300 - $342
|
105
$19.1K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.69% |
$150 - $171
|
60
$10.9K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
302KNew |
$47M - $50.5M
|
302K
$55.1M
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
5KNew |
$776K - $834K
|
5K
$910K
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
3.73KNew |
$580K - $623K
|
3.73K
$680K
|
|
Nov 09, 2023
Q3 2023
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
3.71K+ 1.75% |
$576K - $619K
|
216K
$39.3M
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
2.01KNew |
$312K - $336K
|
2.01K
$366K
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.82KNew |
$283K - $304K
|
1.82K
$332K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
1.75KNew |
$272K - $292K
|
1.75K
$319K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.63KNew |
$254K - $272K
|
1.63K
$297K
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.59KNew |
$248K - $266K
|
1.59K
$290K
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.45KNew |
$225K - $241K
|
1.45K
$263K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
849New |
$132K - $142K
|
849
$155K
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
308+ 136.28% |
$47.9K - $51.4K
|
534
$97.3K
|
|
Nov 14, 2023
Q3 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
306+ 29.23% |
$47.5K - $51.1K
|
1.35K
$246K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
241+ 0.33% |
$37.4K - $40.2K
|
73.6K
$13.4M
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
190+ 0.94% |
$29.5K - $31.7K
|
20.5K
$3.73M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
186New |
$28.9K - $31.1K
|
186
$33.9K
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
103New |
$16K - $17.2K
|
103
$18.8K
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
89New |
$13.8K - $14.9K
|
89
$16.2K
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
75+ 2.52% |
$11.7K - $12.5K
|
3.05K
$556K
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
65+ 0.46% |
$10.1K - $10.9K
|
14K
$2.56M
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
63New |
$9.79K - $10.5K
|
63
$11.5K
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
60New |
$9.32K - $10K
|
60
$10.9K
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
50New |
$7.77K - $8.35K
|
50
$9.11K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
50New |
$7.77K - $8.35K
|
50
$9.11K
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
35+ 0.77% |
$5.44K - $5.84K
|
4.56K
$830K
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
23+ 0.5% |
$3.57K - $3.84K
|
4.66K
$848K
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
18+ 1.3% |
$2.8K - $3.01K
|
1.4K
$255K
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
14New |
$2.18K - $2.34K
|
14
$2.55K
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
7New |
$1.09K - $1.17K
|
7
$1.28K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6+ 0.26% |
$932 - $1K
|
2.35K
$428K
|