Latest Institutional Purchases of Vanguard Dividend Appreciation (VIG)
This list provides information on the latest institutional transactions involving Vanguard Dividend Appreciation (VIG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
633+ 0.99% |
$115K - $115K
|
64.6K
$11.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
626+ 11.14% |
$114K - $114K
|
6.24K
$1.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
603+ 5.86% |
$110K - $110K
|
10.9K
$1.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
592+ 24.98% |
$108K - $108K
|
2.96K
$540K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
590+ 11.88% |
$107K - $107K
|
5.56K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
579+ 10.99% |
$105K - $105K
|
5.85K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
569+ 7.94% |
$104K - $104K
|
7.74K
$1.41M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
567+ 1.81% |
$103K - $103K
|
31.9K
$5.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
546+ 25.56% |
$99.5K - $99.5K
|
2.68K
$489K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
543+ 1.02% |
$98.9K - $98.9K
|
53.8K
$9.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
534+ 4.7% |
$97.3K - $97.3K
|
11.9K
$2.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
519+ 0.41% |
$94.5K - $94.5K
|
127K
$23.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
516+ 36.03% |
$94K - $94K
|
1.95K
$355K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
512+ 1.02% |
$93.3K - $93.3K
|
50.9K
$9.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
509+ 5.83% |
$92.7K - $92.7K
|
9.23K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
508+ 2.1% |
$92.5K - $92.5K
|
24.6K
$4.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
506+ 25.29% |
$92.2K - $92.2K
|
2.51K
$457K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
502+ 4.26% |
$91.4K - $91.4K
|
12.3K
$2.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
499+ 1.25% |
$90.9K - $90.9K
|
40.5K
$7.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
491+ 1.58% |
$89.4K - $89.4K
|
31.5K
$5.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
490+ 2.82% |
$89.3K - $89.3K
|
17.9K
$3.25M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
478+ 40.3% |
$87.1K - $87.1K
|
1.66K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
476+ 1.42% |
$86.7K - $86.7K
|
33.9K
$6.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
475+ 8.98% |
$86.5K - $86.5K
|
5.77K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Dan L Duncan Foundation
Houston, TX |
BUY
|
- |
451+ 0.49% |
$82.1K - $82.1K
|
92K
$16.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
448+ 6.26% |
$81.6K - $81.6K
|
7.6K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
438+ 5.64% |
$79.8K - $79.8K
|
8.2K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
415+ 1.96% |
$75.6K - $75.6K
|
21.6K
$3.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
414+ 11.97% |
$75.4K - $75.4K
|
3.87K
$705K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
410+ 20.92% |
$74.7K - $74.7K
|
2.37K
$432K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
408+ 1.41% |
$74.3K - $74.3K
|
29.2K
$5.33M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
404+ 26.46% |
$73.6K - $73.6K
|
1.93K
$352K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
403+ 8.11% |
$73.4K - $73.4K
|
5.37K
$979K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
395+ 17.98% |
$71.9K - $71.9K
|
2.59K
$472K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
390+ 3.03% |
$71K - $71K
|
13.3K
$2.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
380+ 0.91% |
$69.2K - $69.2K
|
42.2K
$7.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
372+ 1.09% |
$67.8K - $67.8K
|
34.4K
$6.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
364+ 7.84% |
$66.3K - $66.3K
|
5.01K
$912K
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
362+ 3.19% |
$65.9K - $65.9K
|
11.7K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
359+ 4.08% |
$65.4K - $65.4K
|
9.17K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
355+ 9.95% |
$64.7K - $64.7K
|
3.92K
$714K
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
350+ 1.48% |
$63.8K - $63.8K
|
23.9K
$4.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
350+ 11.42% |
$63.8K - $63.8K
|
3.42K
$622K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
347+ 1.25% |
$63.2K - $63.2K
|
28.2K
$5.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
346+ 7.19% |
$63K - $63K
|
5.16K
$940K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
345+ 1.1% |
$62.8K - $62.8K
|
31.8K
$5.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
345+ 49.93% |
$62.8K - $62.8K
|
1.04K
$189K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
335New |
$61K - $61K
|
335
$61K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
335+ 3.22% |
$61K - $61K
|
10.7K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
334+ 2.02% |
$60.8K - $60.8K
|
16.9K
$3.08M
|