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, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
7New |
$1.09K - $1.17K
|
7
$1.28K
|
|
|
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 09, 2023
Q3 2023
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
3.71K+ 1.75% |
$576K - $619K
|
216K
$39.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-103K- 77.2% |
$16.1M - $17.3M
|
30.5K
$5.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
190+ 0.94% |
$29.5K - $31.7K
|
20.5K
$3.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
302KNew |
$47M - $50.5M
|
302K
$55.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
35+ 0.77% |
$5.44K - $5.84K
|
4.56K
$830K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-283K- 12.65% |
$44M - $47.2M
|
1.95M
$356M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-79- 10.35% |
$12.3K - $13.2K
|
684
$125K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-13- 0.25% |
$2.02K - $2.17K
|
5.19K
$946K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
60New |
$9.32K - $10K
|
60
$10.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.45KNew |
$225K - $241K
|
1.45K
$263K
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-62- 4.38% |
$9.63K - $10.4K
|
1.35K
$246K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-20.7K- 72.05% |
$3.22M - $3.46M
|
8.05K
$1.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
1+ 0.02% |
$155 - $167
|
5.29K
$964K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-14- 50.0% |
$2.18K - $2.34K
|
14
$2.55K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
849New |
$132K - $142K
|
849
$155K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
1.75KNew |
$272K - $292K
|
1.75K
$319K
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
65+ 0.46% |
$10.1K - $10.9K
|
14K
$2.56M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
23+ 0.5% |
$3.57K - $3.84K
|
4.66K
$848K
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-1.11K- 2.57% |
$173K - $186K
|
42.2K
$7.69M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
50New |
$7.77K - $8.35K
|
50
$9.11K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-895- 6.64% |
$139K - $149K
|
12.6K
$2.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
63New |
$9.79K - $10.5K
|
63
$11.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
18+ 1.3% |
$2.8K - $3.01K
|
1.4K
$255K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
241+ 0.33% |
$37.4K - $40.2K
|
73.6K
$13.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
2.01KNew |
$312K - $336K
|
2.01K
$366K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-83- 29.23% |
$12.9K - $13.9K
|
201
$36.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
3.73KNew |
$580K - $623K
|
3.73K
$680K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
5KNew |
$776K - $834K
|
5K
$910K
|
|
|
Oct 10, 2023
Q3 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-1.68K- 45.65% |
$261K - $280K
|
2K
$364K
|
|
| Q2 2023 | |||||||
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-6.03K- 80.78% |
$921K - $979K
|
1.43K
$261K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-25.9K- 10.41% |
$3.95M - $4.2M
|
223K
$40.5M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
2.44KNew |
$373K - $396K
|
2.44K
$444K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
664New |
$101K - $108K
|
664
$121K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.09KNew |
$167K - $178K
|
1.09K
$199K
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
CALL |
-1.3K- 28.26% |
$199K - $211K
|
3.3K
$601K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
5.45KNew |
$833K - $886K
|
5.45K
$993K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.66K+ 4.02% |
$254K - $270K
|
43K
$7.83M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-160- 0.82% |
$24.4K - $26K
|
19.4K
$3.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.98K- 1.17% |
$303K - $322K
|
168K
$30.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-4.95K- 52.15% |
$755K - $803K
|
4.54K
$827K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
197New |
$30.1K - $32K
|
197
$35.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
365+ 1.25% |
$55.8K - $59.3K
|
29.7K
$5.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.45KNew |
$222K - $236K
|
1.45K
$265K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.42K+ 4.06% |
$217K - $231K
|
36.4K
$6.64M
|
|