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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
2+ 0.05% |
$364 - $364
|
4.07K
$741K
|
|
|
Nov 14, 2024
Q3 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
1.17KNew |
$213K - $213K
|
1.17K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Dan L Duncan Foundation
Houston, TX |
BUY
|
- |
451+ 0.49% |
$82.1K - $82.1K
|
92K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
4+ 0.34% |
$729 - $729
|
1.16K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.22KNew |
$222K - $222K
|
1.22K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
41New |
$7.47K - $7.47K
|
41
$7.47K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-600- 25.0% |
$109K - $109K
|
1.8K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
8.72K+ 5.27% |
$1.59M - $1.59M
|
174K
$31.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
20.9KNew |
$3.81M - $3.81M
|
20.9K
$3.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12+ 0.07% |
$2.19K - $2.19K
|
16.5K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-13- 0.79% |
$2.37K - $2.37K
|
1.64K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
5.99KNew |
$1.09M - $1.09M
|
5.99K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.06K+ 9.78% |
$1.1M - $1.1M
|
68K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
11.7KNew |
$2.12M - $2.12M
|
11.7K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
1.05KNew |
$190K - $190K
|
1.05K
$190K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-87- 2.24% |
$15.8K - $15.8K
|
3.8K
$692K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-7.81KClosed |
$1.42M - $1.42M
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
40.4KNew |
$7.36M - $7.36M
|
40.4K
$7.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
2.2KNew |
$401K - $401K
|
2.2K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
1.03KNew |
$187K - $187K
|
1.03K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
557New |
$101K - $101K
|
557
$101K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4+ 0.08% |
$729 - $729
|
5.06K
$921K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-329- 5.65% |
$59.9K - $59.9K
|
5.49K
$1M
|
|
|
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 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-716- 2.69% |
$130K - $130K
|
25.9K
$4.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4+ 0.12% |
$729 - $729
|
3.21K
$584K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1- 0.06% |
$182 - $182
|
1.69K
$308K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
145New |
$26.4K - $26.4K
|
145
$26.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-40- 2.56% |
$7.29K - $7.29K
|
1.52K
$277K
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-191- 13.72% |
$34.8K - $34.8K
|
1.2K
$219K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.23KNew |
$223K - $223K
|
1.23K
$223K
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.03KNew |
$188K - $188K
|
1.03K
$188K
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-124- 8.8% |
$22.6K - $22.6K
|
1.29K
$234K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
114+ 1.25% |
$20.8K - $20.8K
|
9.21K
$1.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
9New |
$1.64K - $1.64K
|
9
$1.64K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.81K+ 57.66% |
$329K - $329K
|
4.94K
$899K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
3.3KNew |
$601K - $601K
|
3.3K
$601K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-50- 1.91% |
$9.11K - $9.11K
|
2.57K
$468K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
20.4KNew |
$3.72M - $3.72M
|
20.4K
$3.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-394- 22.84% |
$71.8K - $71.8K
|
1.33K
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-296- 22.51% |
$53.9K - $53.9K
|
1.02K
$186K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-93- 5.08% |
$16.9K - $16.9K
|
1.74K
$317K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.18KNew |
$215K - $215K
|
1.18K
$215K
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-49- 3.93% |
$8.93K - $8.93K
|
1.2K
$218K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
303+ 2.08% |
$55.2K - $55.2K
|
14.9K
$2.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.98KNew |
$360K - $360K
|
1.98K
$360K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-144- 9.24% |
$26.2K - $26.2K
|
1.42K
$258K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.46KNew |
$266K - $266K
|
1.46K
$266K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
110New |
$20K - $20K
|
110
$20K
|
|