Latest Institutional Sells of Vanguard Dividend Appreciation (VIG)
This list provides information on the latest institutional transactions involving Vanguard Dividend Appreciation (VIG) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-775K- 86.2% |
$134M - $144M
|
124K
$22.6M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-379K- 3.59% |
$65.7M - $70.2M
|
10.2M
$1.85B
|
|
Jul 25, 2024
Q2 2024
|
Lincoln National Corp
|
SELL
|
- |
-234K- 30.21% |
$40.5M - $43.3M
|
540K
$98.3M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-203K- 2.93% |
$35.2M - $37.7M
|
6.74M
$1.23B
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-169K- 97.05% |
$29.3M - $31.3M
|
5.15K
$937K
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-135K- 51.76% |
$23.4M - $25M
|
126K
$22.9M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-92.5K- 36.53% |
$16M - $17.1M
|
161K
$29.3M
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-85.5K- 7.18% |
$14.8M - $15.8M
|
1.11M
$201M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-81.3K- 36.34% |
$14.1M - $15.1M
|
143K
$26M
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-75.5K- 69.55% |
$13.1M - $14M
|
33.1K
$6.02M
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-71.4K- 83.62% |
$12.4M - $13.2M
|
14K
$2.55M
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-70.6K- 78.23% |
$12.2M - $13.1M
|
19.7K
$3.58M
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-57K- 98.36% |
$9.88M - $10.6M
|
948
$173K
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-50.1K- 15.65% |
$8.69M - $9.29M
|
270K
$49.2M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-49.5K- 3.21% |
$8.58M - $9.17M
|
1.49M
$272M
|
|
Aug 14, 2024
Q2 2024
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-48.3K- 27.18% |
$8.37M - $8.95M
|
129K
$23.6M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-48.3K- 2.48% |
$8.37M - $8.95M
|
1.9M
$345M
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-45.6K- 80.48% |
$7.9M - $8.45M
|
11.1K
$2.01M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-44.7K- 73.09% |
$7.75M - $8.29M
|
16.5K
$3M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-41K- 43.49% |
$7.1M - $7.59M
|
53.3K
$9.7M
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-40.2K- 65.91% |
$6.96M - $7.44M
|
20.8K
$3.78M
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-39.6K- 89.98% |
$6.87M - $7.34M
|
4.41K
$804K
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-38.9K- 22.03% |
$6.75M - $7.22M
|
138K
$25.1M
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-37.5K- 20.78% |
$6.5M - $6.95M
|
143K
$26M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-35.8K- 5.01% |
$6.2M - $6.63M
|
678K
$124M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-35K- 3.41% |
$6.07M - $6.48M
|
991K
$180M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-28.8K- 4.66% |
$5M - $5.34M
|
589K
$107M
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-25.8K- 72.38% |
$4.48M - $4.79M
|
9.86K
$1.8M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-24.4K- 3.72% |
$4.24M - $4.53M
|
633K
$115M
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-24.3K- 10.88% |
$4.22M - $4.51M
|
199K
$36.3M
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-23.7K- 12.85% |
$4.1M - $4.39M
|
160K
$29.2M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-22.2K- 78.35% |
$3.86M - $4.12M
|
6.15K
$1.12M
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
SELL
|
- |
-21K- 6.64% |
$3.64M - $3.89M
|
295K
$53.7M
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-18.8K- 15.19% |
$3.25M - $3.48M
|
105K
$19.1M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18.6K- 1.89% |
$3.22M - $3.44M
|
964K
$176M
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-18K- 1.4% |
$3.12M - $3.33M
|
1.27M
$231M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-17.9K- 27.84% |
$3.11M - $3.32M
|
46.5K
$8.47M
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-17.6K- 42.18% |
$3.06M - $3.27M
|
24.2K
$4.4M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17.6K- 6.01% |
$3.04M - $3.25M
|
275K
$50M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.5K- 3.28% |
$3.03M - $3.24M
|
516K
$94M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.2K- 0.49% |
$2.98M - $3.19M
|
3.52M
$641M
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-16.4K- 18.69% |
$2.84M - $3.04M
|
71.4K
$13M
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-15.9K- 47.0% |
$2.76M - $2.95M
|
18K
$3.28M
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-14.8K- 21.32% |
$2.57M - $2.75M
|
54.8K
$9.98M
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-14.7K- 14.19% |
$2.55M - $2.73M
|
88.9K
$16.2M
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-14.2K- 2.65% |
$2.46M - $2.63M
|
520K
$94.7M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-14.1K- 11.04% |
$2.44M - $2.6M
|
113K
$20.6M
|
|
Aug 08, 2024
Q2 2024
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
SELL
|
- |
-13.9K- 15.16% |
$2.42M - $2.58M
|
78.1K
$14.2M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-13K- 1.93% |
$2.25M - $2.41M
|
661K
$120M
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-12.8K- 38.79% |
$2.22M - $2.37M
|
20.2K
$3.68M
|