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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.08% |
$1.82K - $1.82K
|
12.9K
$2.35M
|
|
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 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
10+ 0.45% |
$1.82K - $1.82K
|
2.22K
$405K
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
10+ 0.26% |
$1.82K - $1.82K
|
3.92K
$715K
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
9+ 0.52% |
$1.64K - $1.64K
|
1.74K
$316K
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
9+ 0.3% |
$1.64K - $1.64K
|
2.97K
$541K
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
9New |
$1.64K - $1.64K
|
9
$1.64K
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 0.38% |
$1.64K - $1.64K
|
2.37K
$432K
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
9+ 0.4% |
$1.64K - $1.64K
|
2.25K
$409K
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
9+ 0.18% |
$1.64K - $1.64K
|
4.94K
$900K
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
8+ 0.36% |
$1.46K - $1.46K
|
2.22K
$404K
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
8+ 0.15% |
$1.46K - $1.46K
|
5.29K
$964K
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
8+ 0.17% |
$1.46K - $1.46K
|
4.63K
$844K
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8+ 0.47% |
$1.46K - $1.46K
|
1.73K
$315K
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
8+ 0.09% |
$1.46K - $1.46K
|
8.87K
$1.62M
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
7+ 0.5% |
$1.28K - $1.28K
|
1.4K
$255K
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
7+ 0.1% |
$1.28K - $1.28K
|
6.76K
$1.23M
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
7+ 0.37% |
$1.28K - $1.28K
|
1.88K
$342K
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
7+ 0.2% |
$1.28K - $1.28K
|
3.42K
$623K
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
7+ 0.26% |
$1.28K - $1.28K
|
2.71K
$493K
|
|
Oct 10, 2024
Q3 2024
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
7+ 0.51% |
$1.28K - $1.28K
|
1.38K
$252K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7+ 0.27% |
$1.28K - $1.28K
|
2.6K
$473K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.51% |
$1.28K - $1.28K
|
1.39K
$253K
|
|
Nov 14, 2024
Q3 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
6+ 0.07% |
$1.09K - $1.09K
|
8.2K
$1.49M
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6+ 0.23% |
$1.09K - $1.09K
|
2.57K
$468K
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
6+ 0.42% |
$1.09K - $1.09K
|
1.42K
$259K
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
6+ 0.1% |
$1.09K - $1.09K
|
5.83K
$1.06M
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
5+ 0.02% |
$911 - $911
|
24K
$4.38M
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5+ 0.42% |
$911 - $911
|
1.19K
$216K
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
5+ 0.08% |
$911 - $911
|
6.47K
$1.18M
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5+ 0.07% |
$911 - $911
|
6.7K
$1.22M
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
5+ 0.09% |
$911 - $911
|
5.63K
$1.03M
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
5+ 0.43% |
$911 - $911
|
1.16K
$211K
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
4+ 0.54% |
$729 - $729
|
748
$136K
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
4+ 0.19% |
$729 - $729
|
2.07K
$377K
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$729 - $729
|
6.76K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
4+ 0.34% |
$729 - $729
|
1.16K
$212K
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4+ 0.08% |
$729 - $729
|
5.06K
$921K
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4+ 0.12% |
$729 - $729
|
3.21K
$584K
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
4+ 0.29% |
$729 - $729
|
1.4K
$255K
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
4+ 0.23% |
$729 - $729
|
1.75K
$319K
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
4+ 0.35% |
$729 - $729
|
1.14K
$207K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 0.48% |
$729 - $729
|
843
$154K
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4+ 0.11% |
$729 - $729
|
3.53K
$644K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4+ 0.06% |
$729 - $729
|
6.83K
$1.24M
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
3+ 0.1% |
$546 - $546
|
2.92K
$532K
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3+ 0.12% |
$546 - $546
|
2.6K
$473K
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 0.21% |
$546 - $546
|
1.41K
$256K
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
3+ 0.06% |
$546 - $546
|
5.21K
$949K
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3+ 0.11% |
$546 - $546
|
2.69K
$490K
|