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 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
187+ 0.4% |
$34.1K - $34.1K
|
46.4K
$8.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
185+ 5.55% |
$33.7K - $33.7K
|
3.52K
$640K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
181+ 6.55% |
$33K - $33K
|
2.94K
$536K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
179+ 0.6% |
$32.6K - $32.6K
|
30K
$5.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
170+ 5.03% |
$31K - $31K
|
3.55K
$646K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
167+ 2.91% |
$30.4K - $30.4K
|
5.91K
$1.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
162+ 0.72% |
$29.5K - $29.5K
|
22.6K
$4.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
154+ 8.47% |
$28.1K - $28.1K
|
1.97K
$359K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
153+ 133.04% |
$27.9K - $27.9K
|
268
$48.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
153+ 0.51% |
$27.9K - $27.9K
|
30.3K
$5.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
151+ 3.32% |
$27.5K - $27.5K
|
4.7K
$855K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
151+ 0.48% |
$27.5K - $27.5K
|
31.7K
$5.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
146+ 2.71% |
$26.6K - $26.6K
|
5.54K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
140+ 6.41% |
$25.5K - $25.5K
|
2.32K
$423K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
136+ 1.52% |
$24.8K - $24.8K
|
9.06K
$1.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
132+ 0.82% |
$24K - $24K
|
16.3K
$2.97M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
128+ 0.13% |
$23.3K - $23.3K
|
97.8K
$17.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
125+ 14.47% |
$22.8K - $22.8K
|
989
$180K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
120+ 1.06% |
$21.9K - $21.9K
|
11.5K
$2.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
119+ 2.29% |
$21.7K - $21.7K
|
5.32K
$969K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
117+ 0.97% |
$21.3K - $21.3K
|
12.2K
$2.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
116+ 0.09% |
$21.1K - $21.1K
|
132K
$24.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
116+ 2.1% |
$21.1K - $21.1K
|
5.65K
$1.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
116+ 1.0% |
$21.1K - $21.1K
|
11.7K
$2.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
113+ 1.04% |
$20.6K - $20.6K
|
11K
$2M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
110New |
$20K - $20K
|
110
$20K
|
|
|
Oct 29, 2024
Q3 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
107+ 0.53% |
$19.5K - $19.5K
|
20.1K
$3.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
107+ 2.4% |
$19.5K - $19.5K
|
4.57K
$833K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
105+ 2.25% |
$19.1K - $19.1K
|
4.77K
$868K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
101+ 1.29% |
$18.4K - $18.4K
|
7.94K
$1.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
101+ 1.9% |
$18.4K - $18.4K
|
5.41K
$985K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
100+ 3.53% |
$18.2K - $18.2K
|
2.93K
$534K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
100+ 3.66% |
$18.2K - $18.2K
|
2.83K
$516K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
100+ 6.39% |
$18.2K - $18.2K
|
1.66K
$303K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
98+ 0.22% |
$17.9K - $17.9K
|
44.7K
$8.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
97+ 1.4% |
$17.7K - $17.7K
|
7.05K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
96+ 0.4% |
$17.5K - $17.5K
|
24.3K
$4.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
96+ 1.21% |
$17.5K - $17.5K
|
8.04K
$1.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
96+ 0.27% |
$17.5K - $17.5K
|
35.1K
$6.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
94+ 0.3% |
$17.1K - $17.1K
|
31.3K
$5.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
94+ 2.4% |
$17.1K - $17.1K
|
4.02K
$731K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
94+ 0.77% |
$17.1K - $17.1K
|
12.3K
$2.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
91+ 1.31% |
$16.6K - $16.6K
|
7.04K
$1.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
91+ 0.5% |
$16.6K - $16.6K
|
18.2K
$3.32M
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
91+ 1.63% |
$16.6K - $16.6K
|
5.68K
$1.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
91+ 2.55% |
$16.6K - $16.6K
|
3.66K
$667K
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
BUY
|
- |
90+ 3.1% |
$16.4K - $16.4K
|
3K
$546K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
90New |
$16.4K - $16.4K
|
90
$16.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
88+ 0.83% |
$16K - $16K
|
10.7K
$1.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
86+ 3.44% |
$15.7K - $15.7K
|
2.59K
$471K
|