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
|
Weaver Consulting Group
|
SELL
|
- |
-29- 0.08% |
$5.03K - $5.37K
|
35.6K
$6.49M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-27- 2.14% |
$4.68K - $5K
|
1.24K
$225K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-26- 0.07% |
$4.51K - $4.82K
|
39K
$7.11M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-25- 17.01% |
$4.33K - $4.63K
|
122
$22.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-25- 1.14% |
$4.33K - $4.63K
|
2.18K
$397K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-24- 0.85% |
$4.16K - $4.45K
|
2.82K
$513K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-22- 1.55% |
$3.81K - $4.08K
|
1.4K
$255K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-22- 33.33% |
$3.81K - $4.08K
|
44
$8.01K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-21- 0.4% |
$3.64K - $3.89K
|
5.25K
$957K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-20- 0.07% |
$3.47K - $3.71K
|
27.9K
$5.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-19- 1.52% |
$3.29K - $3.52K
|
1.23K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-19- 0.6% |
$3.29K - $3.52K
|
3.16K
$576K
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-18- 0.38% |
$3.12K - $3.34K
|
4.7K
$856K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14- 17.5% |
$2.43K - $2.59K
|
66
$12K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-14- 10.85% |
$2.43K - $2.59K
|
115
$20.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-13- 0.65% |
$2.25K - $2.41K
|
1.99K
$363K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-11- 3.68% |
$1.91K - $2.04K
|
288
$52.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-11- 0.33% |
$1.91K - $2.04K
|
3.33K
$607K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-10- 0.6% |
$1.73K - $1.85K
|
1.65K
$301K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-7- 1.3% |
$1.21K - $1.3K
|
530
$96.5K
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7- 0.6% |
$1.21K - $1.3K
|
1.16K
$211K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-7- 0.58% |
$1.21K - $1.3K
|
1.21K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-5- 0.16% |
$867 - $926
|
3.05K
$556K
|
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-4- 0.1% |
$693 - $741
|
3.81K
$693K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3- 0.11% |
$520 - $556
|
2.75K
$501K
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-3- 0.07% |
$520 - $556
|
4.51K
$821K
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1- 0.04% |
$173 - $185
|
2.34K
$426K
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$173 - $185
|
15.5K
$2.83M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-51.2K- 95.1% |
$8.62M - $9.37M
|
2.64K
$481K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-22.5K- 94.94% |
$3.79M - $4.11M
|
1.2K
$218K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.6K- 0.34% |
$2.13M - $2.31M
|
3.74M
$681M
|
|
|
May 14, 2024
Q1 2024
|
Mercer Investments LLC
|
SELL
|
- |
-8.97K- 9.66% |
$1.51M - $1.64M
|
83.9K
$15.3M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-6.81K- 83.9% |
$1.15M - $1.25M
|
1.31K
$238K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-5K- 81.97% |
$842K - $915K
|
1.1K
$200K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.82K- 48.43% |
$643K - $698K
|
4.06K
$740K
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-3.72K- 33.11% |
$626K - $680K
|
7.51K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 25.85% |
$397K - $431K
|
6.76K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-1.9K- 4.32% |
$320K - $348K
|
42.1K
$7.67M
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-1.86K- 73.25% |
$313K - $340K
|
678
$123K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.75K- 20.69% |
$295K - $320K
|
6.7K
$1.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-1.57K- 47.79% |
$264K - $286K
|
1.71K
$311K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.28K- 5.56% |
$216K - $235K
|
21.8K
$3.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.24K- 47.5% |
$208K - $226K
|
1.37K
$249K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-1.1K- 31.43% |
$185K - $201K
|
2.4K
$437K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-926- 44.05% |
$156K - $169K
|
1.18K
$214K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-829- 21.59% |
$140K - $152K
|
3.01K
$548K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-705- 26.01% |
$119K - $129K
|
2.01K
$365K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-658- 3.07% |
$111K - $120K
|
20.8K
$3.79M
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-582- 14.94% |
$98K - $106K
|
3.31K
$604K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-491- 17.37% |
$82.7K - $89.8K
|
2.34K
$425K
|
|