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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.24K+ 7.55% |
$226K - $226K
|
17.7K
$3.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.24KNew |
$225K - $225K
|
1.24K
$225K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.24K+ 15.25% |
$225K - $225K
|
9.34K
$1.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1.23KNew |
$225K - $225K
|
1.23K
$225K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.23K+ 3.91% |
$224K - $224K
|
32.6K
$5.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
1.22KNew |
$223K - $223K
|
1.22K
$223K
|
|
|
Oct 29, 2024
Q3 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
1.22K+ 0.75% |
$223K - $223K
|
164K
$29.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.21KNew |
$221K - $221K
|
1.21K
$221K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 8.9% |
$220K - $220K
|
14.8K
$2.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.18KNew |
$215K - $215K
|
1.18K
$215K
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
1.16K+ 72.78% |
$212K - $212K
|
2.76K
$503K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.16K+ 4.07% |
$211K - $211K
|
29.6K
$5.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
1.14KNew |
$207K - $207K
|
1.14K
$207K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.13KNew |
$207K - $207K
|
1.13K
$207K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.12K+ 7.8% |
$204K - $204K
|
15.5K
$2.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.12K+ 14.0% |
$203K - $203K
|
9.09K
$1.66M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1.11K+ 64.56% |
$202K - $202K
|
2.83K
$516K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1KNew |
$201K - $201K
|
1.1K
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.1KNew |
$199K - $199K
|
1.1K
$199K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
1.09KNew |
$199K - $199K
|
1.09K
$199K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 41.3% |
$196K - $196K
|
3.68K
$670K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.07K+ 1.08% |
$195K - $195K
|
101K
$18.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.07K+ 4.4% |
$195K - $195K
|
25.4K
$4.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.06KNew |
$193K - $193K
|
1.06K
$193K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
1.06KNew |
$193K - $193K
|
1.06K
$193K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.03K+ 5.9% |
$188K - $188K
|
18.5K
$3.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
1.03KNew |
$188K - $188K
|
1.03K
$188K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.03KNew |
$187K - $187K
|
1.03K
$187K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.01KNew |
$185K - $185K
|
1.01K
$185K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
1.01KNew |
$184K - $184K
|
1.01K
$184K
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1K+ 78.31% |
$182K - $182K
|
2.28K
$415K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
983+ 30.69% |
$179K - $179K
|
4.19K
$762K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
955+ 11.55% |
$174K - $174K
|
9.22K
$1.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
954+ 13.38% |
$174K - $174K
|
8.09K
$1.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
925+ 6.42% |
$168K - $168K
|
15.3K
$2.79M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
912+ 7.99% |
$166K - $166K
|
12.3K
$2.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
874+ 4.38% |
$159K - $159K
|
20.8K
$3.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
864+ 4.41% |
$157K - $157K
|
20.5K
$3.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
861+ 67.42% |
$157K - $157K
|
2.14K
$389K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
857+ 13.94% |
$156K - $156K
|
7K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
857+ 4.35% |
$156K - $156K
|
20.5K
$3.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
840+ 15.31% |
$153K - $153K
|
6.33K
$1.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
832+ 2.98% |
$152K - $152K
|
28.7K
$5.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
821+ 2.77% |
$150K - $150K
|
30.4K
$5.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
790New |
$144K - $144K
|
790
$144K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
772+ 8.78% |
$141K - $141K
|
9.56K
$1.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
760+ 1.25% |
$138K - $138K
|
61.3K
$11.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
715+ 8.75% |
$130K - $130K
|
8.89K
$1.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
704+ 3.07% |
$128K - $128K
|
23.6K
$4.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
695+ 6.61% |
$127K - $127K
|
11.2K
$2.04M
|