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, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
6.11K+ 18.42% |
$885K - $970K
|
39.3K
$7.15M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
24+ 0.36% |
$3.48K - $3.81K
|
6.73K
$1.23M
|
|
|
Jan 20, 2023
Q4 2022
|
Gpwm LLC
|
BUY
|
- |
152New |
$22K - $24.1K
|
152
$27.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-330- 19.78% |
$47.8K - $52.4K
|
1.34K
$244K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
39.2KNew |
$5.68M - $6.22M
|
39.2K
$7.14M
|
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.06K- 44.41% |
$154K - $169K
|
1.33K
$243K
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
176KNew |
$25.6M - $28M
|
176K
$32.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.86KNew |
$414K - $454K
|
2.86K
$521K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
131+ 2.17% |
$19K - $20.8K
|
6.17K
$1.12M
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$290 - $317
|
1.53K
$278K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$145 - $159
|
14.6K
$2.66M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
72New |
$10.4K - $11.4K
|
72
$13.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
463New |
$67.1K - $73.5K
|
463
$84.3K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
295+ 1.26% |
N/A
|
23.7K
$4.32M
|
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
64+ 3.93% |
N/A
|
1.69K
$308K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-450Closed |
N/A
|
0
$0
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
11.5KNew |
N/A
|
11.5K
$2.09M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-135- 6.28% |
N/A
|
2.02K
$367K
|
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
54New |
N/A
|
54
$9.84K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
7.58K+ 2.38% |
N/A
|
326K
$59.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Union Investments & Development Ltd.
|
BUY
|
- |
9KNew |
N/A
|
9K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.61K+ 1.19% |
N/A
|
222K
$40.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
207+ 4.49% |
N/A
|
4.81K
$877K
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.47KNew |
N/A
|
2.47K
$450K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-22- 3.5% |
N/A
|
606
$110K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.61% |
N/A
|
494
$90K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-20.9KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.31K+ 33.76% |
N/A
|
5.17K
$942K
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.18K+ 66.65% |
N/A
|
7.94K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
33.9K+ 99.77% |
N/A
|
67.8K
$12.4M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
32.9K+ 131.32% |
N/A
|
58K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
170+ 0.24% |
N/A
|
71.5K
$13M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-648- 83.29% |
N/A
|
130
$23.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
145+ 0.38% |
N/A
|
38.6K
$7.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-246- 11.01% |
N/A
|
1.99K
$362K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-527- 1.9% |
N/A
|
27.2K
$4.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
2.24K+ 1.92% |
N/A
|
119K
$21.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-517- 23.1% |
N/A
|
1.72K
$313K
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
2.82K+ 3.37% |
N/A
|
86.6K
$15.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-196K- 87.89% |
N/A
|
27K
$4.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
7.96K+ 4.36% |
N/A
|
191K
$34.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-447- 6.59% |
N/A
|
6.34K
$1.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
34.5K+ 824.46% |
N/A
|
38.7K
$7.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-100- 2.78% |
N/A
|
3.5K
$638K
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
100+ 5.14% |
N/A
|
2.05K
$373K
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-7.13K- 76.37% |
N/A
|
2.2K
$401K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-3.46K- 28.98% |
N/A
|
8.47K
$1.54M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.55K+ 0.9% |
N/A
|
287K
$52.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-2- 0.48% |
N/A
|
415
$75.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.68KNew |
N/A
|
2.68K
$489K
|
|