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 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.28K- 18.0% |
$223K - $238K
|
5.85K
$1.07M
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.28K- 38.75% |
$222K - $237K
|
2.02K
$368K
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.27K- 2.63% |
$220K - $236K
|
47.1K
$8.58M
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.25K- 16.21% |
$217K - $232K
|
6.48K
$1.18M
|
|
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
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.23K- 4.41% |
$212K - $227K
|
26.5K
$4.84M
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-1.23K- 2.24% |
$212K - $227K
|
53.4K
$9.72M
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.21K- 14.05% |
$210K - $225K
|
7.42K
$1.35M
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.21K- 36.46% |
$210K - $225K
|
2.11K
$385K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.2K- 8.6% |
$207K - $221K
|
12.7K
$2.31M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.18K- 3.36% |
$205K - $219K
|
34.1K
$6.2M
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.17K- 7.71% |
$203K - $217K
|
14K
$2.55M
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.12K- 5.71% |
$194K - $207K
|
18.5K
$3.37M
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.12K- 0.94% |
$193K - $207K
|
118K
$21.5M
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-1.11K- 8.52% |
$192K - $205K
|
11.9K
$2.16M
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.1K- 0.36% |
$190K - $204K
|
301K
$54.9M
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.09K- 26.1% |
$189K - $202K
|
3.09K
$562K
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.09K- 18.73% |
$189K - $202K
|
4.72K
$860K
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.09K- 2.26% |
$188K - $201K
|
47K
$8.56M
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.08K- 18.85% |
$187K - $200K
|
4.65K
$846K
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.08K- 1.26% |
$187K - $200K
|
84.6K
$15.4M
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.08K- 19.41% |
$186K - $199K
|
4.46K
$813K
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-1.07K- 1.09% |
$186K - $199K
|
97.5K
$17.8M
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.07K- 17.07% |
$186K - $198K
|
5.21K
$948K
|
|
Aug 05, 2024
Q2 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1.06K- 34.81% |
$184K - $196K
|
1.99K
$362K
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-1.06K- 1.64% |
$184K - $196K
|
63.3K
$11.5M
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.06K- 10.17% |
$183K - $196K
|
9.33K
$1.7M
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.05K- 12.21% |
$183K - $195K
|
7.57K
$1.38M
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.05K- 4.96% |
$182K - $195K
|
20.1K
$3.67M
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.05K- 3.05% |
$182K - $195K
|
33.5K
$6.09M
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.03K- 1.21% |
$179K - $191K
|
84.2K
$15.3M
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.01K- 42.92% |
$175K - $187K
|
1.34K
$244K
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.01K- 15.18% |
$175K - $187K
|
5.63K
$1.02M
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.01K- 1.63% |
$175K - $187K
|
60.8K
$11.1M
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-986- 20.12% |
$171K - $183K
|
3.92K
$713K
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-975- 1.34% |
$169K - $181K
|
71.8K
$13.1M
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-974- 4.71% |
$169K - $180K
|
19.7K
$3.59M
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-954- 4.3% |
$165K - $177K
|
21.2K
$3.87M
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-951- 7.78% |
$165K - $176K
|
11.3K
$2.05M
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-947- 21.53% |
$164K - $175K
|
3.45K
$629K
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-941- 1.94% |
$163K - $174K
|
47.7K
$8.69M
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-940- 37.6% |
$163K - $174K
|
1.56K
$284K
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-933- 13.58% |
$162K - $173K
|
5.94K
$1.08M
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-930- 13.77% |
$161K - $172K
|
5.82K
$1.06M
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-920- 3.75% |
$159K - $170K
|
23.6K
$4.3M
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-918- 32.77% |
$159K - $170K
|
1.88K
$343K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-911- 1.29% |
$158K - $169K
|
69.8K
$12.7M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-899- 1.31% |
$156K - $167K
|
68K
$12.4M
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-899- 15.02% |
$156K - $167K
|
5.09K
$927K
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-898- 4.41% |
$156K - $166K
|
19.5K
$3.54M
|