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, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.07K- 1.84% |
$161K - $184K
|
57.3K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
570New |
$85.6K - $97.6K
|
570
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.16K+ 8.04% |
$624K - $712K
|
55.8K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
4.35KNew |
$653K - $744K
|
4.35K
$792K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
71+ 4.14% |
$10.7K - $12.2K
|
1.79K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.69% |
$150 - $171
|
60
$10.9K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-93- 6.98% |
$14K - $15.9K
|
1.24K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
706+ 1.03% |
$106K - $121K
|
69.2K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.56KNew |
$234K - $267K
|
1.56K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
114New |
$17.1K - $19.5K
|
114
$20.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
266New |
$39.9K - $45.5K
|
266
$48.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1.75KNew |
$263K - $300K
|
1.75K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
100+ 5.1% |
$15K - $17.1K
|
2.06K
$375K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
120New |
$18K - $20.5K
|
120
$21.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
92.6KNew |
$13.9M - $15.8M
|
92.6K
$16.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
SELL
|
- |
-450- 25.7% |
$67.6K - $77K
|
1.3K
$237K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
91New |
$13.7K - $15.6K
|
91
$16.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
3K+ 3000.0% |
$450K - $513K
|
3.1K
$565K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.43K- 73.4% |
$664K - $757K
|
1.6K
$292K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
6.8K+ 6.21% |
$1.02M - $1.16M
|
116K
$21.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.45KNew |
$217K - $247K
|
1.45K
$263K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.96K- 9.79% |
$444K - $506K
|
27.3K
$4.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
260KNew |
$39.1M - $44.6M
|
260K
$47.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
180New |
$27K - $30.8K
|
180
$32.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-11.7K- 94.3% |
$1.76M - $2M
|
707
$129K
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.19KNew |
$179K - $204K
|
1.19K
$217K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
3.39KNew |
$509K - $580K
|
3.39K
$617K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-16.5K- 49.21% |
$2.48M - $2.83M
|
17K
$3.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-605- 71.18% |
$90.8K - $104K
|
245
$44.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-32.9K- 91.62% |
$4.94M - $5.63M
|
3.01K
$548K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-195- 6.11% |
$29.3K - $33.4K
|
3K
$546K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-89- 3.29% |
$13.4K - $15.2K
|
2.62K
$477K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
100New |
$15K - $17.1K
|
100
$18.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
10New |
$1.5K - $1.71K
|
10
$1.82K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
17.3K+ 670.95% |
$2.6M - $2.97M
|
19.9K
$3.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-176- 8.6% |
$26.4K - $30.1K
|
1.87K
$341K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
117+ 1.04% |
$17.6K - $20K
|
11.4K
$2.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.98KNew |
$297K - $339K
|
1.98K
$361K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
500New |
$75.1K - $85.6K
|
500
$91.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-46- 1.25% |
$6.91K - $7.87K
|
3.62K
$660K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
480New |
$72.1K - $82.2K
|
480
$87.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
54+ 1.03% |
$8.11K - $9.24K
|
5.31K
$967K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
49+ 0.16% |
$7.36K - $8.39K
|
31.4K
$5.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.04K- 46.56% |
$156K - $177K
|
1.19K
$217K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.07K- 1.78% |
$161K - $183K
|
59K
$10.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-4.71K- 66.86% |
$707K - $806K
|
2.33K
$425K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-746- 5.41% |
$112K - $128K
|
13K
$2.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
3.1KNew |
$466K - $531K
|
3.1K
$565K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
2+ 1.94% |
$300 - $342
|
105
$19.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.87K- 16.68% |
$280K - $319K
|
9.32K
$1.7M
|
|