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 |
---|---|---|---|---|---|---|---|
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
|
|
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
|
|
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
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
103+ 86.55% |
$15.7K - $16.7K
|
222
$40.4K
|
|
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
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.07KNew |
$452K - $486K
|
3.07K
$559K
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
2.48K+ 1.08% |
$365K - $392K
|
231K
$42.1M
|
|
May 15, 2023
Q1 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.47KNew |
$216K - $233K
|
1.47K
$268K
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$206K - $222K
|
1.4K
$255K
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.37KNew |
$202K - $217K
|
1.37K
$250K
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
1.31KNew |
$193K - $208K
|
1.31K
$239K
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.3KNew |
$191K - $206K
|
1.3K
$237K
|
|
Apr 14, 2023
Q1 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
1.3KNew |
$191K - $206K
|
1.3K
$237K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
935+ 112.11% |
$138K - $148K
|
1.77K
$322K
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
481New |
$70.8K - $76.2K
|
481
$87.6K
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
364+ 25.96% |
$53.6K - $57.6K
|
1.77K
$322K
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
209New |
$30.8K - $33.1K
|
209
$38.1K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
175New |
$25.8K - $27.7K
|
175
$31.9K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
153New |
$22.5K - $24.2K
|
153
$27.9K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
136New |
$20K - $21.5K
|
136
$24.8K
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
130+ 125.0% |
$19.1K - $20.6K
|
234
$42.6K
|