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 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-53Closed |
N/A
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-130Closed |
N/A
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-3.49KClosed |
N/A
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-24- 1.48% |
N/A
|
1.6K
$291K
|
|
|
Oct 21, 2021
Q3 2021
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
700+ 43.75% |
N/A
|
2.3K
$419K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.15KClosed |
N/A
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-2.3KClosed |
N/A
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-466Closed |
N/A
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
2.7KNew |
N/A
|
2.7K
$492K
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.41KClosed |
N/A
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
178KNew |
N/A
|
178K
$32.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-8.73KClosed |
N/A
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.87KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.38KNew |
N/A
|
1.38K
$250K
|
|
|
Aug 10, 2021
Q2 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-2.35KClosed |
N/A
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Tenret CO LLC
|
BUY
|
- |
6.04KNew |
N/A
|
6.04K
$1.1M
|
|
|
Jul 29, 2021
Q2 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.41KClosed |
N/A
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-6Closed |
N/A
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
23KNew |
N/A
|
23K
$4.19M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
236KNew |
N/A
|
236K
$43M
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-290Closed |
N/A
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
19+ 4.23% |
N/A
|
468
$85.2K
|
|
|
Jul 16, 2021
Q2 2021
|
Northern Capital Management, Inc.
|
SELL
|
- |
-2.06KClosed |
N/A
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.78% |
N/A
|
129
$23.5K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.7KClosed |
N/A
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-20KClosed |
N/A
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-2.17KClosed |
N/A
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
38+ 47.5% |
N/A
|
118
$21.5K
|
|
|
May 13, 2021
Q1 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-16.7KClosed |
N/A
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-65Closed |
N/A
|
0
$0
|
|
|
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
|
|