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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.81K+ 16.54% |
N/A
|
26.8K
$4.89M
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
3.78K+ 5.24% |
N/A
|
75.8K
$13.8M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.77K+ 0.17% |
N/A
|
2.2M
$400M
|
|
May 14, 2025
Q1 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
3.77K+ 11.33% |
N/A
|
37K
$6.74M
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
3.72K+ 7.43% |
N/A
|
53.8K
$9.8M
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.72K+ 4.75% |
N/A
|
82.1K
$14.9M
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.71K+ 2.22% |
N/A
|
171K
$31.1M
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.7K+ 2.12% |
N/A
|
178K
$32.4M
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
3.66K+ 14.61% |
N/A
|
28.7K
$5.23M
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.64KNew |
N/A
|
3.64K
$663K
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.64K+ 5.87% |
N/A
|
65.5K
$11.9M
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.63K+ 3.67% |
N/A
|
103K
$18.7M
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.63K+ 56.19% |
N/A
|
10.1K
$1.84M
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3.6K+ 333.64% |
N/A
|
4.68K
$852K
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.52KNew |
N/A
|
3.52K
$641K
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
3.52K+ 5.52% |
N/A
|
67.2K
$12.2M
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
3.48K+ 0.37% |
N/A
|
955K
$174M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.39K+ 4.77% |
N/A
|
74.4K
$13.6M
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
3.34K+ 2.72% |
N/A
|
126K
$23M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.28K+ 59.47% |
N/A
|
8.78K
$1.6M
|
|
Apr 23, 2025
Q1 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
3.19KNew |
N/A
|
3.19K
$581K
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.16K+ 3.37% |
N/A
|
96.8K
$17.6M
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3.1KNew |
N/A
|
3.1K
$565K
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.06K+ 12.76% |
N/A
|
27K
$4.92M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.01KNew |
N/A
|
3.01K
$548K
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
2.96K+ 6.76% |
N/A
|
46.8K
$8.52M
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2.94KNew |
N/A
|
2.94K
$536K
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.93K+ 6.43% |
N/A
|
48.6K
$8.85M
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
2.92KNew |
N/A
|
2.92K
$532K
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.91K+ 1.0% |
N/A
|
293K
$53.3M
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.84KNew |
N/A
|
2.84K
$517K
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
2.83K+ 1.34% |
N/A
|
213K
$38.9M
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
2.82KNew |
N/A
|
2.82K
$514K
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
2.81K+ 1.07% |
N/A
|
266K
$48.5M
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
2.81K+ 3.49% |
N/A
|
83.2K
$15.2M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.7K+ 2.58% |
N/A
|
107K
$19.5M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
2.7K+ 2.43% |
N/A
|
114K
$20.7M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.69K+ 0.97% |
N/A
|
279K
$50.9M
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.69K+ 2.89% |
N/A
|
95.7K
$17.4M
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
2.66K+ 100.0% |
N/A
|
5.32K
$970K
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.65K+ 2.85% |
N/A
|
95.7K
$17.4M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.65K+ 4.77% |
N/A
|
58.2K
$10.6M
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.63K+ 4.59% |
N/A
|
59.8K
$10.9M
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.56K+ 10.7% |
N/A
|
26.5K
$4.82M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.55K+ 8.57% |
N/A
|
32.3K
$5.89M
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
2.55K+ 54.52% |
N/A
|
7.22K
$1.32M
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2.55K+ 4.8% |
N/A
|
55.6K
$10.1M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.54K+ 0.27% |
N/A
|
932K
$170M
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.51K+ 67.06% |
N/A
|
6.26K
$1.14M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.51K+ 0.28% |
N/A
|
900K
$164M
|