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 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-205- 3.3% |
$37.3K - $37.3K
|
6K
$1.09M
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-191- 13.72% |
$34.8K - $34.8K
|
1.2K
$219K
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-151- 2.89% |
$27.5K - $27.5K
|
5.08K
$924K
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-144- 9.24% |
$26.2K - $26.2K
|
1.42K
$258K
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-132- 1.43% |
$24K - $24K
|
9.08K
$1.65M
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-124- 8.8% |
$22.6K - $22.6K
|
1.29K
$234K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-105- 25.12% |
$19.1K - $19.1K
|
313
$57K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-93- 5.08% |
$16.9K - $16.9K
|
1.74K
$317K
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-87- 2.24% |
$15.8K - $15.8K
|
3.8K
$692K
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-75- 3.38% |
$13.7K - $13.7K
|
2.15K
$391K
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-66- 0.83% |
$12K - $12K
|
7.93K
$1.44M
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-50- 1.91% |
$9.11K - $9.11K
|
2.57K
$468K
|
|
Oct 28, 2024
Q3 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-50- 2.99% |
$9.11K - $9.11K
|
1.62K
$296K
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-50- 0.33% |
$9.11K - $9.11K
|
15.3K
$2.78M
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-49- 3.93% |
$8.93K - $8.93K
|
1.2K
$218K
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-47- 5.02% |
$8.56K - $8.56K
|
889
$162K
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-42- 1.74% |
$7.65K - $7.65K
|
2.38K
$433K
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-40- 2.56% |
$7.29K - $7.29K
|
1.52K
$277K
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-40- 2.35% |
$7.29K - $7.29K
|
1.67K
$303K
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-18- 0.23% |
$3.28K - $3.28K
|
7.74K
$1.41M
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-15- 30.0% |
$2.73K - $2.73K
|
35
$6.38K
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-14- 0.38% |
$2.55K - $2.55K
|
3.69K
$673K
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-13- 0.79% |
$2.37K - $2.37K
|
1.64K
$299K
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 20.41% |
$1.82K - $1.82K
|
39
$7.1K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 0.33% |
$729 - $729
|
1.23K
$223K
|
|
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 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
|
|
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 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-764- 0.72% |
$132K - $142K
|
106K
$19.2M
|
|
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 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-549- 29.85% |
$95.2K - $102K
|
1.29K
$235K
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-487- 7.52% |
$84.4K - $90.2K
|
5.99K
$1.09M
|
|
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
|
|
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
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-254- 18.77% |
$44K - $47.1K
|
1.1K
$200K
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
SELL
|
- |
-232- 7.65% |
$40.2K - $43K
|
2.8K
$510K
|