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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-75- 2.11% |
N/A
|
3.48K
$634K
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-75- 1.08% |
N/A
|
6.84K
$1.25M
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-75- 1.66% |
N/A
|
4.44K
$809K
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-74- 1.01% |
N/A
|
7.26K
$1.32M
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-74- 83.15% |
N/A
|
15
$2.73K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-71- 10.5% |
N/A
|
605
$110K
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-59- 3.92% |
N/A
|
1.45K
$263K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-57- 5.83% |
N/A
|
920
$168K
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-51- 2.4% |
N/A
|
2.07K
$377K
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-50- 1.78% |
N/A
|
2.75K
$501K
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-48- 3.09% |
N/A
|
1.5K
$274K
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-48- 2.73% |
N/A
|
1.71K
$311K
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-47- 3.58% |
N/A
|
1.27K
$231K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-46- 1.7% |
N/A
|
2.66K
$485K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-43- 1.58% |
N/A
|
2.68K
$488K
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-36- 81.82% |
N/A
|
8
$1.46K
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-33- 0.9% |
N/A
|
3.65K
$665K
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-31- 0.58% |
N/A
|
5.31K
$967K
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30- 1.97% |
N/A
|
1.5K
$272K
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-29- 1.19% |
N/A
|
2.42K
$440K
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-26- 2.03% |
N/A
|
1.25K
$228K
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-22- 0.54% |
N/A
|
4.02K
$733K
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-20- 0.94% |
N/A
|
2.11K
$383K
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-16- 1.31% |
N/A
|
1.21K
$220K
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-12- 0.53% |
N/A
|
2.27K
$413K
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-10- 0.32% |
N/A
|
3.12K
$568K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-9- 0.3% |
N/A
|
2.98K
$543K
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-6- 0.41% |
N/A
|
1.46K
$267K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3- 2.54% |
N/A
|
115
$20.9K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-233K- 12.31% |
$42.5M - $42.5M
|
1.66M
$303M
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-9.46K- 75.78% |
$1.72M - $1.72M
|
3.02K
$550K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-7.81KClosed |
$1.42M - $1.42M
|
0
$0
|
|
Oct 24, 2024
Q3 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.9K- 0.91% |
$892K - $892K
|
535K
$97.4M
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-4.73K- 17.77% |
$862K - $862K
|
21.9K
$3.99M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.65K- 56.24% |
$300K - $300K
|
1.28K
$233K
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.5K- 3.85% |
$273K - $273K
|
37.5K
$6.83M
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-1.39K- 34.44% |
$254K - $254K
|
2.65K
$483K
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.2K- 30.92% |
$218K - $218K
|
2.67K
$487K
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-902- 99.23% |
$164K - $164K
|
7
$1.28K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-716- 2.69% |
$130K - $130K
|
25.9K
$4.72M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-600- 25.0% |
$109K - $109K
|
1.8K
$328K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-510- 53.13% |
$92.9K - $92.9K
|
450
$82K
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-396- 7.44% |
$72.1K - $72.1K
|
4.93K
$897K
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-395- 3.32% |
$71.9K - $71.9K
|
11.5K
$2.1M
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-394- 22.84% |
$71.8K - $71.8K
|
1.33K
$242K
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-377- 39.77% |
$68.7K - $68.7K
|
571
$104K
|
|
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 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-296- 22.51% |
$53.9K - $53.9K
|
1.02K
$186K
|