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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
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
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5+ 100.0% |
$777 - $835
|
10
$1.82K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5New |
$777 - $835
|
5
$911
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
1+ 0.02% |
$155 - $167
|
5.29K
$964K
|
|
| Q2 2023 | |||||||
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
14.7KNew |
$2.24M - $2.39M
|
14.7K
$2.67M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
14.5K+ 10.31% |
$2.21M - $2.36M
|
155K
$28.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
5.45KNew |
$833K - $886K
|
5.45K
$993K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
5.24KNew |
$800K - $851K
|
5.24K
$954K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
2.44KNew |
$373K - $396K
|
2.44K
$444K
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.36KNew |
$361K - $384K
|
2.36K
$431K
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.78KNew |
$272K - $289K
|
1.78K
$324K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.66K+ 4.02% |
$254K - $270K
|
43K
$7.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.45KNew |
$222K - $236K
|
1.45K
$265K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.42K+ 4.06% |
$217K - $231K
|
36.4K
$6.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.31K+ 66.14% |
$199K - $212K
|
3.28K
$597K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.24KNew |
$189K - $201K
|
1.24K
$225K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.09KNew |
$167K - $178K
|
1.09K
$199K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
683New |
$104K - $111K
|
683
$124K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
664New |
$101K - $108K
|
664
$121K
|
|
|
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
410New |
$62.6K - $66.6K
|
410
$74.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
365+ 1.25% |
$55.8K - $59.3K
|
29.7K
$5.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
285+ 7.79% |
$43.5K - $46.3K
|
3.94K
$718K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
197New |
$30.1K - $32K
|
197
$35.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
132+ 31.65% |
$20.2K - $21.4K
|
549
$100K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
103+ 86.55% |
$15.7K - $16.7K
|
222
$40.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
80New |
$12.2K - $13K
|
80
$14.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
76+ 10.04% |
$11.6K - $12.3K
|
833
$152K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
50New |
$7.64K - $8.12K
|
50
$9.11K
|
|
|
Jul 13, 2023
Q2 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
33New |
$5.04K - $5.36K
|
33
$6.01K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
30New |
$4.58K - $4.87K
|
30
$5.46K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
12New |
$1.83K - $1.95K
|
12
$2.19K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
124KNew |
$18.3M - $19.6M
|
124K
$22.6M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
57.8K+ 565.37% |
$8.52M - $9.16M
|
68.1K
$12.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
21.9KNew |
$3.22M - $3.47M
|
21.9K
$3.99M
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
17K+ 106.25% |
$2.5M - $2.69M
|
33K
$6.01M
|
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
10.5KNew |
$1.54M - $1.66M
|
10.5K
$1.91M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.74K+ 3718.72% |
$1.29M - $1.38M
|
8.97K
$1.63M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
6.84KNew |
$1.01M - $1.08M
|
6.84K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
6.52KNew |
$961K - $1.03M
|
6.52K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.44KNew |
$506K - $544K
|
3.44K
$626K
|
|