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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
65+ 18.06% |
$9.76K - $11.1K
|
425
$77.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.66K- 1.48% |
$399K - $455K
|
177K
$32.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
27.6K+ 549.55% |
$4.14M - $4.72M
|
32.6K
$5.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-212- 13.79% |
$31.8K - $36.3K
|
1.33K
$241K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.26KNew |
$189K - $215K
|
1.26K
$229K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
387+ 23.15% |
$58.1K - $66.2K
|
2.06K
$375K
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
57+ 4.35% |
$8.56K - $9.76K
|
1.37K
$249K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
50+ 1.33% |
$7.51K - $8.56K
|
3.82K
$696K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-50- 1.36% |
$7.51K - $8.56K
|
3.64K
$662K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.23KNew |
$184K - $210K
|
1.23K
$223K
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-43- 3.15% |
$6.46K - $7.36K
|
1.32K
$240K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
482New |
$72.4K - $82.5K
|
482
$87.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-188- 94.0% |
$28.2K - $32.2K
|
12
$2.19K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
392New |
$58.9K - $67.1K
|
392
$71.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-434- 2.92% |
$65.2K - $74.3K
|
14.4K
$2.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
1.24KNew |
$186K - $213K
|
1.24K
$226K
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
1.23KNew |
$185K - $211K
|
1.23K
$225K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
1.22KNew |
$183K - $209K
|
1.22K
$223K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-132- 10.03% |
$19.8K - $22.6K
|
1.18K
$216K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-303- 4.15% |
$45.5K - $51.9K
|
7K
$1.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-276- 18.4% |
$41.4K - $47.2K
|
1.22K
$223K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-117- 5.89% |
$17.6K - $20K
|
1.87K
$340K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-322- 4.43% |
$48.4K - $55.1K
|
6.94K
$1.26M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
15+ 0.94% |
$2.25K - $2.57K
|
1.61K
$293K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
803+ 2.38% |
$121K - $137K
|
34.6K
$6.3M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
89.1K+ 293.35% |
$13.4M - $15.3M
|
120K
$21.8M
|
|
| Q3 2023 | |||||||
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-48Closed |
$7.46K - $8.01K
|
0
$0
|
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-7.91K- 93.4% |
$1.23M - $1.32M
|
559
$102K
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
89New |
$13.8K - $14.9K
|
89
$16.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6+ 0.26% |
$932 - $1K
|
2.35K
$428K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.2K- 28.24% |
$1.12M - $1.2M
|
18.3K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-175- 3.84% |
$27.2K - $29.2K
|
4.38K
$798K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
103New |
$16K - $17.2K
|
103
$18.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
50New |
$7.77K - $8.35K
|
50
$9.11K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
14New |
$2.18K - $2.34K
|
14
$2.55K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11.4K- 1.31% |
$1.77M - $1.9M
|
855K
$156M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-93- 4.36% |
$14.5K - $15.5K
|
2.04K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
306+ 29.23% |
$47.5K - $51.1K
|
1.35K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-1.78K- 8.79% |
$277K - $297K
|
18.5K
$3.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
7New |
$1.09K - $1.17K
|
7
$1.28K
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.29KNew |
$201K - $216K
|
1.29K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5+ 100.0% |
$777 - $835
|
10
$1.82K
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-58- 0.85% |
$9.01K - $9.68K
|
6.8K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
186New |
$28.9K - $31.1K
|
186
$33.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.63KNew |
$254K - $272K
|
1.63K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
75+ 2.52% |
$11.7K - $12.5K
|
3.05K
$556K
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.82KNew |
$283K - $304K
|
1.82K
$332K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5New |
$777 - $835
|
5
$911
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
308+ 136.28% |
$47.9K - $51.4K
|
534
$97.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
PUT |
1.7KNew |
$264K - $284K
|
1.7K
$310K
|
|