Valmark Advisers, Inc. Vanguard Dividend Appreciation Transaction History

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Valmark Advisers, Inc. holds 152,631 shares of VIG stock, worth $27.8 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
152,631
Previous 152,102 0.35%
Holding current value
$27.8 Million
Previous $27.7 Million 0.35%
% of portfolio
0.37%
Previous 0.39%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
N/A
529 Added 0.35%
152,631 $27.8 Million
Q2 2025

Jul 23, 2025
BUY
N/A
3,869 Added 2.61%
152,102 $27.7 Million
Q1 2025

Apr 22, 2025
SELL
N/A
-123 Reduced 0.08%
148,233 $27 Million
Q4 2024

Jan 30, 2025
BUY
N/A
791 Added 0.54%
148,356 $27 Million
Q3 2024

Oct 25, 2024
BUY
$182.15 - $182.15 $452,096 - $452,096
2,482 Added 1.71%
147,565 $26.9 Million
Q2 2024

Jul 31, 2024
BUY
$173.33 - $185.29 $2 Million - $2.13 Million
11,516 Added 8.62%
145,083 $26.5 Million
Q1 2024

May 03, 2024
BUY
$168.47 - $182.98 $290,442 - $315,457
1,724 Added 1.31%
133,567 $24.4 Million
Q4 2023

Feb 02, 2024
SELL
$150.16 - $171.16 $140,549 - $160,205
-936 Reduced 0.7%
131,843 $22.5 Million
Q3 2023

Nov 07, 2023
BUY
$155.38 - $166.95 $128,810 - $138,401
829 Added 0.63%
132,779 $20.6 Million
Q2 2023

Aug 02, 2023
BUY
$152.74 - $162.43 $550,780 - $585,722
3,606 Added 2.81%
131,950 $21.4 Million
Q1 2023

May 01, 2023
BUY
$147.24 - $158.33 $828,961 - $891,397
5,630 Added 4.59%
128,344 $19.8 Million
Q4 2022

Feb 06, 2023
BUY
$144.84 - $158.71 $454,652 - $498,190
3,139 Added 2.63%
122,714 $18.6 Million
Q3 2022

Nov 02, 2022
BUY
N/A
3,869 Added 3.34%
119,575 $16.2 Million
Q2 2022

Aug 01, 2022
BUY
N/A
4,730 Added 4.26%
115,706 $16.6 Million
Q1 2022

May 10, 2022
BUY
N/A
2,083 Added 1.91%
110,976 $18 Million
Q4 2021

Feb 02, 2022
BUY
N/A
2,599 Added 2.45%
108,893 $18.7 Million
Q3 2021

Nov 09, 2021
BUY
N/A
6,288 Added 6.29%
106,294 $16.3 Million
Q2 2021

Aug 06, 2021
SELL
N/A
-1,843 Reduced 1.81%
100,006 $15.5 Million
Q1 2021

May 04, 2021
BUY
N/A
2,952 Added 2.98%
101,849 $15 Million
Q4 2020

Feb 03, 2021
BUY
N/A
3,006 Added 3.13%
98,897 $14 Million
Q3 2020

Nov 09, 2020
BUY
N/A
5,684 Added 6.3%
95,891 $12.3 Million
Q2 2020

Jul 31, 2020
SELL
N/A
-931 Reduced 1.02%
90,207 $10.6 Million
Q1 2020

May 01, 2020
SELL
N/A
-4,797 Reduced 5.0%
91,138 $9.42 Million
Q4 2019

Jan 31, 2020
SELL
N/A
-8,952 Reduced 8.53%
95,935 $12 Million
Q3 2019

Nov 06, 2019
SELL
N/A
-6,347 Reduced 5.71%
104,887 $12.5 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-3,814 Reduced 3.32%
111,234 $12.8 Million
Q1 2019

May 10, 2019
BUY
N/A
4,111 Added 3.71%
115,048 $12.6 Million
Q4 2018

Feb 07, 2019
BUY
N/A
14,111 Added 14.57%
110,937 $10.9 Million
Q3 2018

Nov 02, 2018
SELL
N/A
-2,266 Reduced 2.29%
96,826 $10.7 Million
Q2 2018

Aug 07, 2018
SELL
N/A
-1,093 Reduced 1.09%
99,092 $10.1 Million
Q1 2018

May 07, 2018
BUY
N/A
384 Added 0.38%
100,185 $10.1 Million
Q4 2017

Feb 09, 2018
BUY
N/A
75,565 Added 311.79%
99,801 $10.2 Million
Q3 2017

Nov 06, 2017
BUY
N/A
24,236
24,236 $2.3 Million

Others Institutions Holding VIG

# of Institutions
2,660
Shares Held
226M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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