Latest Institutional Purchases of Vanguard Dividend Appreciation (VIG)

VIG Quotes by TradingView

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
Aug 15, 2024 Q2 2024
Elevation Capital Advisory, LLC

Bend, OR
BUY
 -
1.89K
New
$328K - $351K
1.89K $345K
Jul 30, 2024 Q2 2024
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
1.88K
New
$325K - $347K
1.88K $342K
Aug 23, 2024 Q2 2024
Ariadne Wealth Management, LP

Santa Barbara, CA
BUY
 -
1.82K
New
$316K - $338K
1.82K $332K
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.66K
+ 23.66%
$287K - $307K
8.67K $1.58M
Jul 17, 2024 Q2 2024
Phoenix Wealth Advisors

BUY
 -
1.59K
New
$275K - $294K
1.59K $289K
Aug 15, 2024 Q2 2024
High Falls Advisors, Inc

Rochester, NY
BUY
 -
1.56K
New
$270K - $288K
1.56K $283K
Aug 02, 2024 Q2 2024
Strategy Asset Managers LLC

BUY
 -
1.55K
New
$269K - $287K
1.55K $283K
Aug 14, 2024 Q2 2024
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
1.47K
New
$255K - $272K
1.47K $268K
Aug 20, 2024 Q2 2024
Regency Capital Management Inc.\De

BUY
 -
1.46K
New
$254K - $271K
1.46K $267K
Aug 07, 2024 Q2 2024
Wrenne Financial Planning LLC

Lexington, KY
BUY
 -
1.41K
New
$244K - $260K
1.41K $256K
Aug 13, 2024 Q2 2024
Howe & Rusling Inc

Rochester, NY
BUY
 -
1.26K
New
$218K - $233K
1.26K $229K
Aug 14, 2024 Q2 2024
Isthmus Partners, LLC

Madison, WI
BUY
 -
1.21K
New
$210K - $224K
1.21K $221K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
1.2K
New
$209K - $223K
1.2K $219K
Jul 26, 2024 Q2 2024
Financial Connections Group, Inc.

BUY
 -
1.2K
New
$207K - $222K
1.2K $218K
Aug 02, 2024 Q2 2024
Fortem Financial Group, LLC

BUY
 -
1.19K
New
$206K - $220K
1.19K $217K
Aug 13, 2024 Q2 2024
Hancock Whitney Corp

BUY
 -
1.17K
New
$203K - $217K
1.17K $213K
Aug 14, 2024 Q2 2024
Fayez Sarofim & CO

Houston, TX
BUY
 -
1.12K
New
$194K - $208K
1.12K $204K
Jul 24, 2024 Q2 2024
Capital Insight Partners, LLC

BUY
 -
1.12K
New
$194K - $207K
1.12K $204K
Aug 12, 2024 Q2 2024
Waterloo Capital, L.P.

Austin, TX
BUY
 -
1.11K
New
$193K - $206K
1.11K $203K
Aug 12, 2024 Q2 2024
Planning Capital Management Corp

Paoli, PA
BUY
 -
731
New
$127K - $135K
731 $133K
Aug 07, 2024 Q2 2024
Hilton Capital Management, LLC

BUY
 -
686
+ 51.97%
$119K - $127K
2.01K $365K
Nov 22, 2024 Q2 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
640
+ 14.42%
$111K - $119K
5.08K $925K
Jul 29, 2024 Q2 2024
Crewe Advisors LLC

BUY
 -
637
+ 9.25%
$110K - $118K
7.52K $1.37M
Nov 01, 2024 Q2 2024
Belvedere Trading LLC

BUY
 CALL
600
+ 600.0%
$104K - $111K
700 $128K
Jul 29, 2024 Q2 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
600
+ 34.56%
$104K - $111K
2.34K $426K
Aug 09, 2024 Q2 2024
Fairway Wealth LLC

Independence, OH
BUY
 -
540
New
$93.6K - $100K
540 $98.4K
Aug 12, 2024 Q2 2024
Accent Capital Management, LLC

Dayton, OH
BUY
 -
508
+ 71.35%
$88.1K - $94.1K
1.22K $222K
Jul 23, 2024 Q2 2024
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
421
+ 24.52%
$73K - $78K
2.14K $389K
Nov 14, 2024 Q2 2024
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
397
+ 1.01%
$68.8K - $73.6K
39.9K $7.27M
Jul 30, 2024 Q2 2024
Citizens & Northern Corp

BUY
 -
343
+ 9.09%
$59.5K - $63.6K
4.12K $750K
Jul 26, 2024 Q2 2024
Hall Capital Management CO Inc

BUY
 -
339
+ 2.73%
$58.8K - $62.8K
12.8K $2.32M
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
299
New
$51.8K - $55.4K
299 $54.5K
Aug 06, 2024 Q2 2024
Us Bancorp \De\

BUY
 PUT
272
New
$47.1K - $50.4K
272 $49.5K
Aug 05, 2024 Q2 2024
Vista Private Wealth Partners. LLC

BUY
 -
266
New
$46.1K - $49.3K
266 $48.5K
Jul 16, 2024 Q2 2024
Legacy Trust

Grand Rapids, MI
BUY
 -
250
+ 8.52%
$43.3K - $46.3K
3.18K $580K
Aug 06, 2024 Q2 2024
Clifford Swan Investment Counsel LLC

BUY
 -
205
+ 10.83%
$35.5K - $38K
2.1K $382K
Aug 14, 2024 Q2 2024
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
181
New
$31.4K - $33.5K
181 $33K
Jul 26, 2024 Q2 2024
Allspring Global Investments Holdings, LLC

BUY
 -
154
+ 84.62%
$26.7K - $28.5K
336 $61.2K
Jul 23, 2024 Q2 2024
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
140
New
$24.3K - $25.9K
140 $25.5K
Jul 31, 2024 Q2 2024
Fairhaven Wealth Management, LLC

BUY
 -
137
+ 1.44%
$23.7K - $25.4K
9.62K $1.75M
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
136
New
$23.6K - $25.2K
136 $24.8K
Aug 13, 2024 Q2 2024
Jdm Financial Group LLC

Encino, CA
BUY
 -
129
+ 78.66%
$22.4K - $23.9K
293 $53.4K
Aug 09, 2024 Q2 2024
Pitti Group Wealth Management, LLC

BUY
 -
120
+ 1.16%
$20.8K - $22.2K
10.5K $1.91M
Jul 12, 2024 Q2 2024
Country Trust Bank

BUY
 -
100
+ 5000.0%
$17.3K - $18.5K
102 $18.6K
Jul 10, 2024 Q2 2024
Madden Securities Corp

BUY
 -
92
+ 7.35%
$15.9K - $17K
1.34K $245K
Jul 02, 2024 Q2 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
92
+ 6.03%
$15.9K - $17K
1.62K $295K
Jul 19, 2024 Q2 2024
Oakworth Capital, Inc.

BUY
 -
85
+ 8.33%
$14.7K - $15.7K
1.11K $201K
Aug 09, 2024 Q2 2024
Wealth Dimensions Group, Ltd.

BUY
 -
83
+ 2.6%
$14.4K - $15.4K
3.28K $597K
Jul 11, 2024 Q2 2024
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
81
+ 0.44%
$14K - $15K
18.6K $3.4M

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