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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
919+ 1.55% |
$159K - $170K
|
60.3K
$11M
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
900+ 24.62% |
$156K - $167K
|
4.56K
$830K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
896+ 21.55% |
$155K - $166K
|
5.05K
$920K
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
866+ 21.21% |
$150K - $160K
|
4.95K
$901K
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
861+ 19.61% |
$149K - $160K
|
5.25K
$957K
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
849+ 5.11% |
$147K - $157K
|
17.5K
$3.18M
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
844+ 50.94% |
$146K - $156K
|
2.5K
$456K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
838+ 6.18% |
$145K - $155K
|
14.4K
$2.62M
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
836+ 29.31% |
$145K - $155K
|
3.69K
$672K
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
826+ 1.07% |
$143K - $153K
|
77.9K
$14.2M
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
820+ 13.44% |
$142K - $152K
|
6.92K
$1.26M
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
793+ 7.99% |
$137K - $147K
|
10.7K
$1.95M
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
772+ 28.02% |
$134K - $143K
|
3.53K
$642K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
769+ 2.43% |
$133K - $142K
|
32.5K
$5.91M
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
751New |
$130K - $139K
|
751
$137K
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
747+ 1.77% |
$129K - $138K
|
42.9K
$7.81M
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
746+ 4.45% |
$129K - $138K
|
17.5K
$3.19M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
744+ 2.17% |
$129K - $138K
|
35K
$6.38M
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
743+ 1.75% |
$129K - $138K
|
43.1K
$7.85M
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
734+ 2.52% |
$127K - $136K
|
29.9K
$5.44M
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
731New |
$127K - $135K
|
731
$133K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
729+ 9.47% |
$126K - $135K
|
8.42K
$1.53M
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
728+ 2.97% |
$126K - $135K
|
25.3K
$4.6M
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
728+ 4.67% |
$126K - $135K
|
16.3K
$2.97M
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
728+ 9.78% |
$126K - $135K
|
8.17K
$1.49M
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
722+ 60.62% |
$125K - $134K
|
1.91K
$348K
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
714+ 26.01% |
$124K - $132K
|
3.46K
$630K
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
714+ 18.25% |
$124K - $132K
|
4.63K
$843K
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
705+ 29.73% |
$122K - $131K
|
3.08K
$560K
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
700+ 49.12% |
$121K - $130K
|
2.13K
$387K
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
696+ 3.34% |
$121K - $129K
|
21.6K
$3.93M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
695+ 1.56% |
$120K - $129K
|
45.2K
$8.23M
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
693+ 19.53% |
$120K - $128K
|
4.24K
$773K
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
692+ 2.61% |
$120K - $128K
|
27.3K
$4.96M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
689+ 1.63% |
$119K - $128K
|
43K
$7.84M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
687+ 1.16% |
$119K - $127K
|
60K
$10.9M
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
686+ 51.97% |
$119K - $127K
|
2.01K
$365K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
684+ 1.54% |
$119K - $127K
|
45.2K
$8.23M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
666New |
$115K - $123K
|
666
$121K
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
665+ 31.0% |
$115K - $123K
|
2.81K
$512K
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
663+ 1.94% |
$115K - $123K
|
34.9K
$6.36M
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
653+ 3.76% |
$113K - $121K
|
18K
$3.28M
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
649+ 11.03% |
$112K - $120K
|
6.53K
$1.19M
|
|
Jul 30, 2024
Q2 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
649+ 0.31% |
$112K - $120K
|
210K
$38.3M
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
648+ 21.58% |
$112K - $120K
|
3.65K
$665K
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
647+ 2.1% |
$112K - $120K
|
31.5K
$5.74M
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
643+ 9.03% |
$111K - $119K
|
7.77K
$1.41M
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
642+ 6.56% |
$111K - $119K
|
10.4K
$1.9M
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
640+ 14.42% |
$111K - $119K
|
5.08K
$925K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
637+ 9.25% |
$110K - $118K
|
7.52K
$1.37M
|