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 |
---|---|---|---|---|---|---|---|
May 11, 2021
Q1 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-1.66KClosed |
N/A
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-202Closed |
N/A
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-1.68KClosed |
N/A
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-330Closed |
N/A
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-414Closed |
N/A
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.66KClosed |
N/A
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-1.22KClosed |
N/A
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.16KClosed |
N/A
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Cowen And Company, LLC
|
SELL
|
- |
-10.4KClosed |
N/A
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Granger Management LLC
|
SELL
|
- |
-1.67KClosed |
N/A
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-99Closed |
N/A
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-1.5KClosed |
N/A
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-2.11KClosed |
N/A
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-1.45KClosed |
N/A
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-348Closed |
N/A
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
303K+ 606.0% |
N/A
|
353K
$64.3M
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-63Closed |
N/A
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-225- 47.47% |
N/A
|
249
$45.4K
|
|
Apr 13, 2021
Q1 2021
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-2.1KClosed |
N/A
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.46KClosed |
N/A
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Bremer Bank National Association
|
SELL
|
- |
-1.5KClosed |
N/A
|
0
$0
|
|
Q4 2020 | |||||||
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.11K+ 68.73% |
N/A
|
5.17K
$942K
|
|
Mar 28, 2023
Q4 2020
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
718+ 37.11% |
N/A
|
2.65K
$483K
|
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
1.43KNew |
N/A
|
1.43K
$260K
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-37Closed |
N/A
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-334Closed |
N/A
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-11.6KClosed |
N/A
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.8KClosed |
N/A
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
17.9KNew |
N/A
|
17.9K
$3.26M
|
|
Feb 09, 2021
Q4 2020
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.64KClosed |
N/A
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-4.43KClosed |
N/A
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-4.95KClosed |
N/A
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Eagle Ridge Investment Management
|
SELL
|
- |
-3.69KClosed |
N/A
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
29.9KNew |
N/A
|
29.9K
$5.44M
|
|
Jan 22, 2021
Q4 2020
|
Cadinha & CO LLC
|
SELL
|
- |
-1.6K- 51.02% |
N/A
|
1.54K
$280K
|
|
Jan 21, 2021
Q4 2020
|
New Capital Management LP
|
BUY
|
- |
9.3KNew |
N/A
|
9.3K
$1.69M
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
6.21KNew |
N/A
|
6.21K
$1.13M
|
|
Q3 2020 | |||||||
Dec 12, 2024
Q3 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-4KClosed |
N/A
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-3.65KClosed |
N/A
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-1.94KClosed |
N/A
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-50KClosed |
N/A
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Acg Wealth
|
BUY
|
PUT |
700New |
N/A
|
700
$128K
|
|
Nov 10, 2020
Q3 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-380Closed |
N/A
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-2.79KClosed |
N/A
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-600Closed |
N/A
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Dorsey Wright & Associates
|
SELL
|
- |
-22.1KClosed |
N/A
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
8.13KNew |
N/A
|
8.13K
$1.48M
|
|
Oct 19, 2020
Q3 2020
|
Violich Capital Management, Inc.
|
SELL
|
- |
-2.1KClosed |
N/A
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-76.5KClosed |
N/A
|
0
$0
|