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 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-200- 15.4% |
$34.7K - $37.1K
|
1.1K
$200K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-172- 3.37% |
$29.8K - $31.9K
|
4.93K
$898K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-171- 5.16% |
$29.6K - $31.7K
|
3.15K
$573K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-169- 13.22% |
$29.3K - $31.3K
|
1.11K
$202K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-152- 2.18% |
$26.3K - $28.2K
|
6.82K
$1.24M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-150- 5.84% |
$26K - $27.8K
|
2.42K
$441K
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-150- 1.45% |
$26K - $27.8K
|
10.2K
$1.86M
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-123- 9.04% |
$21.3K - $22.8K
|
1.24K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-120- 5.77% |
$20.8K - $22.2K
|
1.96K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 2.07% |
$17.3K - $18.5K
|
4.73K
$862K
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 4.65% |
$17.3K - $18.5K
|
2.05K
$373K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-100- 5.45% |
$17.3K - $18.5K
|
1.73K
$316K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-87Closed |
$15.1K - $16.1K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-83- 3.98% |
$14.4K - $15.4K
|
2K
$364K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-69- 4.42% |
$12K - $12.8K
|
1.49K
$272K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-69- 3.11% |
$12K - $12.8K
|
2.15K
$392K
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-67- 0.65% |
$11.6K - $12.4K
|
10.2K
$1.86M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-62- 0.77% |
$10.7K - $11.5K
|
8.04K
$1.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-55- 2.77% |
$9.53K - $10.2K
|
1.93K
$352K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-51- 3.08% |
$8.84K - $9.45K
|
1.6K
$292K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-44- 1.26% |
$7.63K - $8.15K
|
3.44K
$626K
|
|
|
Jul 30, 2024
Q2 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-40- 3.5% |
$6.93K - $7.41K
|
1.1K
$201K
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-34- 2.86% |
$5.89K - $6.3K
|
1.16K
$211K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-32- 0.46% |
$5.55K - $5.93K
|
6.94K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-31- 0.15% |
$5.37K - $5.74K
|
20.6K
$3.75M
|
|
|
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 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
|
|
|
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 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-7- 1.3% |
$1.21K - $1.3K
|
530
$96.5K
|
|
|
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
|
|
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-28.8K- 13.44% |
$4.86M - $5.27M
|
186K
$33.8M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-22.5K- 94.94% |
$3.79M - $4.11M
|
1.2K
$218K
|
|
|
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
|
|
|
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
|
|
|
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
|
Hc Advisors, LLC
|
SELL
|
- |
-447- 17.23% |
$75.3K - $81.8K
|
2.15K
$391K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-366- 4.6% |
$61.7K - $67K
|
7.58K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-302- 1.99% |
$50.9K - $55.3K
|
14.9K
$2.72M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-300- 18.35% |
$50.5K - $54.9K
|
1.34K
$243K
|
|