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 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
16+ 0.03% |
$2.91K - $2.91K
|
60.9K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-13.5K- 56.53% |
$2.47M - $2.47M
|
10.4K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.05KNew |
$192K - $192K
|
1.05K
$192K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.11K- 40.87% |
$202K - $202K
|
1.6K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
853+ 7.15% |
$155K - $155K
|
12.8K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.18K- 0.14% |
$396K - $396K
|
1.51M
$276M
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
10+ 0.14% |
$1.82K - $1.82K
|
7.23K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10K+ 4.85% |
$1.83M - $1.83M
|
217K
$39.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
355+ 9.95% |
$64.7K - $64.7K
|
3.92K
$714K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.02K- 1.94% |
$186K - $186K
|
51.5K
$9.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-10- 0.15% |
$1.82K - $1.82K
|
6.87K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.7K+ 1.24% |
$2.86M - $2.86M
|
1.28M
$233M
|
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
5+ 0.02% |
$911 - $911
|
24K
$4.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
48+ 0.49% |
$8.74K - $8.74K
|
9.87K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1+ 0.01% |
$182 - $182
|
11.5K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
82+ 0.11% |
$14.9K - $14.9K
|
75.2K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.62K+ 19.85% |
$295K - $295K
|
9.76K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-14- 0.29% |
$2.55K - $2.55K
|
4.85K
$884K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.06K+ 5.41% |
$192K - $192K
|
20.6K
$3.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
1.58KNew |
$288K - $288K
|
1.58K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
20.9KNew |
$3.81M - $3.81M
|
20.9K
$3.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.13K- 0.57% |
$206K - $206K
|
197K
$35.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
23+ 0.34% |
$4.19K - $4.19K
|
6.81K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.41K- 2.54% |
$803K - $803K
|
169K
$30.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.4K+ 0.94% |
$1.53M - $1.53M
|
898K
$164M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
8+ 0.15% |
$1.46K - $1.46K
|
5.29K
$964K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
74.9K+ 314.91% |
$13.7M - $13.7M
|
98.7K
$18M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-50- 0.83% |
$9.11K - $9.11K
|
5.98K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
7.06K+ 62.11% |
$1.29M - $1.29M
|
18.4K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 0.03% |
$911 - $911
|
19.2K
$3.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.97K+ 0.84% |
$1.27M - $1.27M
|
832K
$152M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.14K+ 2.48% |
$207K - $207K
|
47.1K
$8.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.58K+ 4.34% |
$651K - $651K
|
86K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.54K- 0.24% |
$281K - $281K
|
639K
$116M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12+ 0.07% |
$2.19K - $2.19K
|
16.5K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
25.3KNew |
$4.61M - $4.61M
|
25.3K
$4.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-261- 1.7% |
$47.5K - $47.5K
|
15.1K
$2.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-2.48K- 37.3% |
$451K - $451K
|
4.17K
$759K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 16.59% |
$214K - $214K
|
5.91K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.86K- 39.0% |
$521K - $521K
|
4.48K
$815K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-46.9K- 21.52% |
$8.53M - $8.53M
|
171K
$31.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.69K+ 8.63% |
$854K - $854K
|
59K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
722+ 4.22% |
$132K - $132K
|
17.8K
$3.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.53K+ 52.83% |
$461K - $461K
|
7.32K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
SELL
|
- |
-11.5K- 18.86% |
$2.09M - $2.09M
|
49.4K
$9M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-13- 0.79% |
$2.37K - $2.37K
|
1.64K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
42.1K+ 6.87% |
$7.68M - $7.68M
|
655K
$119M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.9K- 2.54% |
$2.35M - $2.35M
|
495K
$90.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-4- 0.13% |
$729 - $729
|
3.16K
$575K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
404+ 26.46% |
$73.6K - $73.6K
|
1.93K
$352K
|