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 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.19K+ 28.8% |
N/A
|
9.8K
$1.78M
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.36K+ 7.64% |
N/A
|
47.4K
$8.63M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.61M+ 17.06% |
N/A
|
24.7M
$4.51B
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
8.93K+ 3.51% |
N/A
|
263K
$48M
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-47- 3.58% |
N/A
|
1.27K
$231K
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
516+ 41.75% |
N/A
|
1.75K
$319K
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-378- 13.37% |
N/A
|
2.45K
$446K
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
687+ 12.47% |
N/A
|
6.2K
$1.13M
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-9.23K- 21.62% |
N/A
|
33.5K
$6.09M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
30.1K+ 3.34% |
N/A
|
929K
$169M
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-636- 3.29% |
N/A
|
18.7K
$3.41M
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
254+ 0.21% |
N/A
|
119K
$21.7M
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
501+ 26.94% |
N/A
|
2.36K
$430K
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
164+ 0.43% |
N/A
|
38.7K
$7.05M
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.19K- 9.53% |
N/A
|
11.3K
$2.06M
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
575+ 0.95% |
N/A
|
61K
$11.1M
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.88KNew |
N/A
|
2.88K
$524K
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-97- 0.34% |
N/A
|
28K
$5.11M
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-49.5K- 5.52% |
N/A
|
848K
$155M
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.84K- 34.79% |
N/A
|
3.45K
$629K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1- -0.0% |
N/A
|
29.8K
$5.42M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
12K+ 41.65% |
N/A
|
40.9K
$7.45M
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.93K+ 39.47% |
N/A
|
10.3K
$1.88M
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
25.7K+ 167.43% |
N/A
|
41K
$7.46M
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
324+ 12.37% |
N/A
|
2.94K
$536K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
27.6K+ 8.47% |
N/A
|
353K
$64.3M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.01K+ 15.36% |
N/A
|
45.2K
$8.23M
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
178+ 0.16% |
N/A
|
109K
$19.8M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
173K+ 2.72% |
N/A
|
6.56M
$1.19B
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-500- 28.9% |
N/A
|
1.23K
$224K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.76K+ 0.57% |
N/A
|
659K
$120M
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
257+ 6.64% |
N/A
|
4.13K
$752K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
643+ 21.92% |
N/A
|
3.58K
$652K
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-404- 20.63% |
N/A
|
1.55K
$283K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
20.9K+ 20.2% |
N/A
|
124K
$22.7M
|
|
Feb 14, 2025
Q4 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
479+ 7.51% |
N/A
|
6.85K
$1.25M
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
29.6K+ 45.87% |
N/A
|
94.2K
$17.2M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
20.9K+ 9.64% |
N/A
|
238K
$43.3M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
221+ 0.23% |
N/A
|
94.4K
$17.2M
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
396+ 10.1% |
N/A
|
4.32K
$787K
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-108- 3.42% |
N/A
|
3.05K
$556K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.86K+ 2.54% |
N/A
|
277K
$50.4M
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-16- 0.21% |
N/A
|
7.52K
$1.37M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.58K+ 40.0% |
N/A
|
23K
$4.2M
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
149+ 0.32% |
N/A
|
47.3K
$8.61M
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-383- 0.57% |
N/A
|
67.3K
$12.3M
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
49+ 1.26% |
N/A
|
3.95K
$719K
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
132+ 7.48% |
N/A
|
1.9K
$345K
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-924- 1.71% |
N/A
|
53.1K
$9.67M
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
386+ 0.43% |
N/A
|
89.9K
$16.4M
|