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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-10- 0.43% |
$1.82K - $1.82K
|
2.33K
$423K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 20.41% |
$1.82K - $1.82K
|
39
$7.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-8- 0.25% |
$1.46K - $1.46K
|
3.15K
$573K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-8- 0.43% |
$1.46K - $1.46K
|
1.87K
$341K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-7- 50.0% |
$1.28K - $1.28K
|
7
$1.28K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-6- 0.08% |
$1.09K - $1.09K
|
7.16K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-4- 0.13% |
$729 - $729
|
3.16K
$575K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 0.33% |
$729 - $729
|
1.23K
$223K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.08% |
$729 - $729
|
4.81K
$877K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2- 0.01% |
$364 - $364
|
20.5K
$3.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2- 0.04% |
$364 - $364
|
4.55K
$829K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2- 0.06% |
$364 - $364
|
3.42K
$622K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-2- 2.44% |
$364 - $364
|
80
$14.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1- 0.06% |
$182 - $182
|
1.69K
$308K
|
|
| Q2 2024 | |||||||
|
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
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-48.3K- 27.18% |
$8.37M - $8.95M
|
129K
$23.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-24.4K- 3.72% |
$4.24M - $4.53M
|
633K
$115M
|
|
|
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 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7.5K- 71.84% |
$1.3M - $1.39M
|
2.94K
$536K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-3.49K- 69.94% |
$605K - $647K
|
1.5K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.29K- 40.63% |
$570K - $610K
|
4.81K
$876K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.47K- 10.39% |
$429K - $458K
|
21.3K
$3.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.72K- 40.17% |
$297K - $318K
|
2.56K
$466K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.52K- 12.63% |
$263K - $282K
|
10.5K
$1.91M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.48K- 19.5% |
$257K - $274K
|
6.11K
$1.11M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-1.4K- 47.23% |
$242K - $259K
|
1.56K
$284K
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-1.25K- 5.14% |
$217K - $232K
|
23.1K
$4.2M
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-800- 21.86% |
$139K - $148K
|
2.86K
$521K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-764- 0.72% |
$132K - $142K
|
106K
$19.2M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-665- 27.57% |
$115K - $123K
|
1.75K
$318K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-603- 32.07% |
$105K - $112K
|
1.28K
$233K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-580- 2.11% |
$101K - $107K
|
26.9K
$4.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-559- 3.84% |
$96.9K - $104K
|
14K
$2.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-549- 29.85% |
$95.2K - $102K
|
1.29K
$235K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-507- 21.62% |
$87.9K - $93.9K
|
1.84K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-487- 7.52% |
$84.4K - $90.2K
|
5.99K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-459- 11.61% |
$79.6K - $85K
|
3.49K
$636K
|
|
|
Jul 16, 2024
Q2 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-430- 21.18% |
$74.5K - $79.7K
|
1.6K
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-427- 27.96% |
$74K - $79.1K
|
1.1K
$200K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-400- 6.65% |
$69.3K - $74.1K
|
5.61K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-388- 3.65% |
$67.3K - $71.9K
|
10.2K
$1.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-371- 1.73% |
$64.3K - $68.7K
|
21K
$3.83M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-351- 85.61% |
$60.8K - $65K
|
59
$10.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-315- 16.98% |
$54.6K - $58.4K
|
1.54K
$281K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-301- 65.29% |
$52.2K - $55.8K
|
160
$29.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-300- 46.15% |
$52K - $55.6K
|
350
$63.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-275- 18.06% |
$47.7K - $51K
|
1.25K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-254- 18.77% |
$44K - $47.1K
|
1.1K
$200K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-242- 9.95% |
$41.9K - $44.8K
|
2.19K
$399K
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
SELL
|
- |
-232- 7.65% |
$40.2K - $43K
|
2.8K
$510K
|
|