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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
80+ 4.76% |
$13.9K - $14.8K
|
1.76K
$321K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
45+ 0.89% |
$7.8K - $8.34K
|
5.09K
$927K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
42+ 1.67% |
$7.28K - $7.78K
|
2.56K
$466K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
41+ 102.5% |
$7.11K - $7.6K
|
81
$14.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
40+ 17.78% |
$6.93K - $7.41K
|
265
$48.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
39New |
$6.76K - $7.23K
|
39
$7.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
37New |
$6.41K - $6.86K
|
37
$6.74K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
32+ 11.94% |
$5.55K - $5.93K
|
300
$54.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
30+ 1.67% |
$5.2K - $5.56K
|
1.83K
$332K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
30+ 1.04% |
$5.2K - $5.56K
|
2.92K
$531K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
30New |
$5.2K - $5.56K
|
30
$5.46K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
25+ 1.44% |
$4.33K - $4.63K
|
1.76K
$321K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
20+ 2.52% |
$3.47K - $3.71K
|
815
$148K
|
|
|
Aug 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
18+ 1.57% |
$3.12K - $3.34K
|
1.16K
$211K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
17+ 0.51% |
$2.95K - $3.15K
|
3.36K
$612K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
15+ 150.0% |
$2.6K - $2.78K
|
25
$4.55K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
9New |
$1.56K - $1.67K
|
9
$1.64K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
9+ 0.73% |
$1.56K - $1.67K
|
1.24K
$225K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
8+ 0.06% |
$1.39K - $1.48K
|
12.7K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
5New |
$867 - $926
|
5
$911
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4New |
$693 - $741
|
4
$729
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2+ 0.1% |
$347 - $371
|
2.07K
$376K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
168KNew |
$28.2M - $30.6M
|
168K
$30.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
65.8K+ 30.62% |
$11.1M - $12M
|
281K
$51.2M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
53.1KNew |
$8.95M - $9.72M
|
53.1K
$9.67M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
49.6KNew |
$8.35M - $9.07M
|
49.6K
$9.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
44.1KNew |
$7.44M - $8.08M
|
44.1K
$8.04M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
30.8KNew |
$5.19M - $5.64M
|
30.8K
$5.61M
|
|
|
May 15, 2024
Q1 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
15KNew |
$2.53M - $2.74M
|
15K
$2.73M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.72KNew |
$1.64M - $1.78M
|
9.72K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.53K+ 2.23% |
$1.61M - $1.74M
|
438K
$79.7M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
8.11KNew |
$1.37M - $1.48M
|
8.11K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
7.8KNew |
$1.31M - $1.43M
|
7.8K
$1.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
5.65KNew |
$951K - $1.03M
|
5.65K
$1.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
4.33K+ 200.0% |
$729K - $792K
|
6.49K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
4.25K+ 3.26% |
$717K - $778K
|
135K
$24.5M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
3.15KNew |
$530K - $576K
|
3.15K
$573K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
2.98KNew |
$502K - $545K
|
2.98K
$543K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.78KNew |
$468K - $509K
|
2.78K
$506K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.65K+ 72.91% |
$446K - $484K
|
6.28K
$1.14M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.22KNew |
$374K - $407K
|
2.22K
$405K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.19K+ 5.53% |
$369K - $401K
|
41.8K
$7.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.07KNew |
$349K - $379K
|
2.07K
$377K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.04KNew |
$344K - $373K
|
2.04K
$372K
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2KNew |
$337K - $366K
|
2K
$364K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.74KNew |
$294K - $319K
|
1.74K
$317K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.63K+ 37.55% |
$274K - $298K
|
5.96K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.61KNew |
$271K - $294K
|
1.61K
$293K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.54KNew |
$259K - $281K
|
1.54K
$280K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
1.35KNew |
$228K - $247K
|
1.35K
$246K
|
|