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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-394- 22.84% |
$71.8K - $71.8K
|
1.33K
$242K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-392- 2.01% |
$71.4K - $71.4K
|
19.1K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-377- 39.77% |
$68.7K - $68.7K
|
571
$104K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-359- 6.24% |
$65.4K - $65.4K
|
5.4K
$983K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-351- 0.58% |
$63.9K - $63.9K
|
60.4K
$11M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-350- 0.99% |
$63.8K - $63.8K
|
35K
$6.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-348- 6.85% |
$63.4K - $63.4K
|
4.74K
$862K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-331- 2.93% |
$60.3K - $60.3K
|
11K
$2M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-330- 11.07% |
$60.1K - $60.1K
|
2.65K
$483K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-329- 5.65% |
$59.9K - $59.9K
|
5.49K
$1M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-311- 0.57% |
$56.6K - $56.6K
|
54.5K
$9.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-308- 6.96% |
$56.1K - $56.1K
|
4.12K
$750K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-307- 15.44% |
$55.9K - $55.9K
|
1.68K
$306K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-304- 15.03% |
$55.4K - $55.4K
|
1.72K
$313K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-296- 22.51% |
$53.9K - $53.9K
|
1.02K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-287- 2.0% |
$52.3K - $52.3K
|
14.1K
$2.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-286- 4.82% |
$52.1K - $52.1K
|
5.65K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-277- 3.73% |
$50.5K - $50.5K
|
7.16K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-277- 8.92% |
$50.5K - $50.5K
|
2.83K
$515K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-244- 8.93% |
$44.4K - $44.4K
|
2.49K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-229- 11.49% |
$41.7K - $41.7K
|
1.76K
$321K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-228- 2.7% |
$41.5K - $41.5K
|
8.23K
$1.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-220- 3.98% |
$40.1K - $40.1K
|
5.3K
$966K
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-205- 3.3% |
$37.3K - $37.3K
|
6K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-200- 9.44% |
$36.4K - $36.4K
|
1.92K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-199- 3.49% |
$36.2K - $36.2K
|
5.51K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-192- 3.73% |
$35K - $35K
|
4.96K
$904K
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-191- 13.72% |
$34.8K - $34.8K
|
1.2K
$219K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-190- 0.57% |
$34.6K - $34.6K
|
33.3K
$6.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-184- 1.96% |
$33.5K - $33.5K
|
9.21K
$1.68M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-170- 1.21% |
$31K - $31K
|
13.8K
$2.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-169- 9.21% |
$30.8K - $30.8K
|
1.67K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-164- 0.4% |
$29.9K - $29.9K
|
40.6K
$7.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-160- 12.57% |
$29.1K - $29.1K
|
1.11K
$203K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-157- 2.19% |
$28.6K - $28.6K
|
7.01K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-151- 2.89% |
$27.5K - $27.5K
|
5.08K
$924K
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-151- 8.28% |
$27.5K - $27.5K
|
1.67K
$305K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-146- 0.31% |
$26.6K - $26.6K
|
46.8K
$8.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-146- 4.09% |
$26.6K - $26.6K
|
3.42K
$623K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-144- 9.24% |
$26.2K - $26.2K
|
1.42K
$258K
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-141- 3.58% |
$25.7K - $25.7K
|
3.8K
$692K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-136- 8.15% |
$24.8K - $24.8K
|
1.53K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-131- 98.5% |
$23.9K - $23.9K
|
2
$364
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-124- 8.8% |
$22.6K - $22.6K
|
1.29K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-120- 1.69% |
$21.9K - $21.9K
|
6.96K
$1.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-119- 2.37% |
$21.7K - $21.7K
|
4.9K
$892K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-117- 9.69% |
$21.3K - $21.3K
|
1.09K
$199K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-111- 7.96% |
$20.2K - $20.2K
|
1.28K
$234K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-105- 25.12% |
$19.1K - $19.1K
|
313
$57K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-103- 7.87% |
$18.8K - $18.8K
|
1.21K
$219K
|