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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.24KNew |
$225K - $225K
|
1.24K
$225K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
1.09KNew |
$199K - $199K
|
1.09K
$199K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
9+ 0.4% |
$1.64K - $1.64K
|
2.25K
$409K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
18.2KNew |
$3.31M - $3.31M
|
18.2K
$3.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.9K- 0.91% |
$892K - $892K
|
535K
$97.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
4+ 0.35% |
$729 - $729
|
1.14K
$207K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.39KNew |
$253K - $253K
|
1.39K
$253K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-396- 7.44% |
$72.1K - $72.1K
|
4.93K
$897K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-1.39K- 34.44% |
$254K - $254K
|
2.65K
$483K
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
15+ 1.32% |
$2.73K - $2.73K
|
1.15K
$209K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
90New |
$16.4K - $16.4K
|
90
$16.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
36New |
$6.56K - $6.56K
|
36
$6.56K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
178K+ 5.07% |
$32.5M - $32.5M
|
3.7M
$674M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.46K+ 79.28% |
$631K - $631K
|
7.83K
$1.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-233K- 12.31% |
$42.5M - $42.5M
|
1.66M
$303M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
478+ 40.3% |
$87.1K - $87.1K
|
1.66K
$303K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.1KNew |
$199K - $199K
|
1.1K
$199K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-75- 3.38% |
$13.7K - $13.7K
|
2.15K
$391K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-15- 30.0% |
$2.73K - $2.73K
|
35
$6.38K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.65K- 56.24% |
$300K - $300K
|
1.28K
$233K
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
321New |
$58.5K - $58.5K
|
321
$58.5K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-2- 2.44% |
$364 - $364
|
80
$14.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
448+ 6.26% |
$81.6K - $81.6K
|
7.6K
$1.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
7+ 0.51% |
$1.28K - $1.28K
|
1.38K
$252K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
157KNew |
$28.6M - $28.6M
|
157K
$28.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
1.52KNew |
$276K - $276K
|
1.52K
$276K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
1.06KNew |
$193K - $193K
|
1.06K
$193K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-510- 53.13% |
$92.9K - $92.9K
|
450
$82K
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$182 - $182
|
2.47K
$450K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-66- 0.83% |
$12K - $12K
|
7.93K
$1.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
403+ 8.11% |
$73.4K - $73.4K
|
5.37K
$979K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
5+ 0.43% |
$911 - $911
|
1.16K
$211K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.26% |
$182 - $182
|
393
$71.6K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
11+ 0.49% |
$2K - $2K
|
2.25K
$409K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.16K+ 3.66% |
$548K - $586K
|
89.7K
$16.3M
|
|
|
Jun 12, 2025
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.11K+ 69.12% |
$192K - $205K
|
2.71K
$494K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
130+ 2.92% |
$22.5K - $24.1K
|
4.58K
$834K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-1.4K- 47.23% |
$242K - $259K
|
1.56K
$284K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
600+ 600.0% |
$104K - $111K
|
700
$128K
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.82KNew |
$316K - $338K
|
1.82K
$332K
|
|
|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.46KNew |
$254K - $271K
|
1.46K
$267K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
9New |
$1.56K - $1.67K
|
9
$1.64K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.47K- 10.39% |
$429K - $458K
|
21.3K
$3.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-70.6K- 78.23% |
$12.2M - $13.1M
|
19.7K
$3.58M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-27- 2.14% |
$4.68K - $5K
|
1.24K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.21KNew |
$210K - $224K
|
1.21K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 2.07% |
$17.3K - $18.5K
|
4.73K
$862K
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.12KNew |
$194K - $208K
|
1.12K
$204K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-254- 18.77% |
$44K - $47.1K
|
1.1K
$200K
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.93KNew |
$334K - $357K
|
1.93K
$351K
|
|