Latest Institutional Transactions on Vanguard Dividend Appreciation (VIG)
This table provides information on the latest institutional transactions involving Vanguard Dividend Appreciation (VIG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
256+ 0.14% |
N/A
|
178K
$32.5M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-319- 4.55% |
N/A
|
6.69K
$1.22M
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-33- 0.9% |
N/A
|
3.65K
$665K
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
1.08KNew |
N/A
|
1.08K
$197K
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-34- 0.45% |
N/A
|
7.56K
$1.38M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-13- 0.05% |
N/A
|
26.5K
$4.82M
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.65K- 17.81% |
N/A
|
12.3K
$2.23M
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
225+ 17.99% |
N/A
|
1.48K
$269K
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.53M- 99.49% |
N/A
|
13K
$2.37M
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
20+ 18.52% |
N/A
|
128
$23.3K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.55K+ 203.14% |
N/A
|
2.32K
$422K
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-433- 16.69% |
N/A
|
2.16K
$394K
|
|
Feb 06, 2025
Q4 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-482- 0.36% |
N/A
|
132K
$24M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.23MNew |
N/A
|
5.23M
$953M
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
219New |
N/A
|
219
$39.9K
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.19KNew |
N/A
|
1.19K
$216K
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.89K+ 10.27% |
N/A
|
41.7K
$7.6M
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
30+ 5.0% |
N/A
|
630
$115K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
271+ 15.89% |
N/A
|
1.98K
$360K
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.15KNew |
N/A
|
1.15K
$210K
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
476+ 7.97% |
N/A
|
6.45K
$1.18M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
199+ 2.08% |
N/A
|
9.77K
$1.78M
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-169K- 49.07% |
N/A
|
176K
$32M
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.23K- 37.59% |
N/A
|
3.7K
$674K
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-21- 0.72% |
N/A
|
2.9K
$528K
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-203- 6.02% |
N/A
|
3.17K
$577K
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15+ 0.8% |
N/A
|
1.89K
$345K
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-865- 1.41% |
N/A
|
60.3K
$11M
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.16K+ 1.05% |
N/A
|
111K
$20.2M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-769- 1.66% |
N/A
|
45.6K
$8.3M
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-175- 1.36% |
N/A
|
12.7K
$2.31M
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-82- 3.57% |
N/A
|
2.22K
$404K
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
151KNew |
N/A
|
151K
$27.5M
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-300- 4.28% |
N/A
|
6.72K
$1.22M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-210- 1.79% |
N/A
|
11.5K
$2.1M
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.88KNew |
N/A
|
1.88K
$342K
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
12.5KNew |
N/A
|
12.5K
$2.28M
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-72- 2.22% |
N/A
|
3.17K
$577K
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-3.27K- 14.24% |
N/A
|
19.7K
$3.58M
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-76- 0.39% |
N/A
|
19.5K
$3.55M
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-34- 0.24% |
N/A
|
14.2K
$2.59M
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
756+ 15.1% |
N/A
|
5.76K
$1.05M
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-100- 6.01% |
N/A
|
1.56K
$285K
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
1.79KNew |
N/A
|
1.79K
$327K
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
2.35K+ 2.4% |
N/A
|
100K
$18.2M
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-599- 7.0% |
N/A
|
7.96K
$1.45M
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-42- 1.16% |
N/A
|
3.59K
$654K
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
220+ 0.93% |
N/A
|
23.8K
$4.34M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
699+ 6.62% |
N/A
|
11.3K
$2.05M
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-915- 1.34% |
N/A
|
67.3K
$12.3M
|