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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.27KNew |
$213K - $232K
|
1.27K
$231K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.18KNew |
$199K - $216K
|
1.18K
$215K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.17KNew |
$197K - $214K
|
1.17K
$213K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.17KNew |
$197K - $214K
|
1.17K
$213K
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.16KNew |
$195K - $212K
|
1.16K
$211K
|
|
|
Apr 24, 2024
Q1 2024
|
Af Advisors, Inc.
|
BUY
|
- |
1.15KNew |
$194K - $210K
|
1.15K
$209K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.12KNew |
$188K - $204K
|
1.12K
$203K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.11KNew |
$188K - $204K
|
1.11K
$203K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.1KNew |
$186K - $202K
|
1.1K
$201K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.1KNew |
$185K - $201K
|
1.1K
$200K
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.1KNew |
$185K - $201K
|
1.1K
$200K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.09K+ 3.97% |
$184K - $200K
|
28.6K
$5.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.01KNew |
$171K - $185K
|
1.01K
$185K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
954+ 567.86% |
$161K - $175K
|
1.12K
$204K
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
907+ 5.51% |
$153K - $166K
|
17.4K
$3.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
892+ 4.03% |
$150K - $163K
|
23K
$4.19M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
745New |
$126K - $136K
|
745
$136K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
576New |
$97K - $105K
|
576
$105K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
525+ 23.52% |
$88.4K - $96.1K
|
2.76K
$502K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
467New |
$78.7K - $85.5K
|
467
$85.1K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
456New |
$76.8K - $83.4K
|
456
$83.1K
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
355+ 1.64% |
$59.8K - $65K
|
22K
$4.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
354New |
$59.6K - $64.8K
|
354
$64.5K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
326+ 25.27% |
$54.9K - $59.7K
|
1.62K
$294K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
275+ 15.49% |
$46.3K - $50.3K
|
2.05K
$373K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
272+ 1.5% |
$45.8K - $49.8K
|
18.5K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
BUY
|
- |
261New |
$44K - $47.8K
|
261
$47.5K
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
260+ 17.69% |
$43.8K - $47.6K
|
1.73K
$315K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
249+ 5.19% |
$41.9K - $45.6K
|
5.05K
$919K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
248+ 23.01% |
$41.8K - $45.4K
|
1.33K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
208New |
$35K - $38.1K
|
208
$37.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
204+ 99.51% |
$34.4K - $37.3K
|
409
$74.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
185New |
$31.2K - $33.9K
|
185
$33.7K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
172New |
$29K - $31.5K
|
172
$31.3K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
160New |
$27K - $29.3K
|
160
$29.1K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
140New |
$23.6K - $25.6K
|
140
$25.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
140+ 3.2% |
$23.6K - $25.6K
|
4.51K
$822K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
122+ 3.0% |
$20.6K - $22.3K
|
4.19K
$763K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
121+ 1.15% |
$20.4K - $22.1K
|
10.6K
$1.93M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
118+ 6.6% |
$19.9K - $21.6K
|
1.91K
$347K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
88New |
$14.8K - $16.1K
|
88
$16K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
82New |
$13.8K - $15K
|
82
$14.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
65+ 2.51% |
$11K - $11.9K
|
2.65K
$483K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
56New |
$9.43K - $10.2K
|
56
$10.2K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
52+ 13.9% |
$8.76K - $9.51K
|
426
$77.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
47New |
$7.92K - $8.6K
|
47
$8.56K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
46New |
$7.75K - $8.42K
|
46
$8.38K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
45+ 2.38% |
$7.58K - $8.23K
|
1.94K
$353K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
39+ 25.49% |
$6.57K - $7.14K
|
192
$35K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
33+ 1.8% |
$5.56K - $6.04K
|
1.87K
$340K
|