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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
417+ 5.27% |
$76K - $76K
|
8.34K
$1.52M
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
403+ 8.11% |
$73.4K - $73.4K
|
5.37K
$979K
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
350+ 11.42% |
$63.8K - $63.8K
|
3.42K
$622K
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
335+ 3.22% |
$61K - $61K
|
10.7K
$1.96M
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
321New |
$58.5K - $58.5K
|
321
$58.5K
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
314+ 15.21% |
$57.2K - $57.2K
|
2.38K
$433K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
307+ 5.22% |
$55.9K - $55.9K
|
6.19K
$1.13M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
303+ 2.08% |
$55.2K - $55.2K
|
14.9K
$2.71M
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
191+ 6.95% |
$34.8K - $34.8K
|
2.94K
$536K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
190New |
$34.6K - $34.6K
|
190
$34.6K
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
181+ 6.55% |
$33K - $33K
|
2.94K
$536K
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
176+ 2.09% |
$32.1K - $32.1K
|
8.6K
$1.57M
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
173+ 169.61% |
$31.5K - $31.5K
|
275
$50.1K
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
166+ 9.05% |
$30.2K - $30.2K
|
2K
$364K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
154+ 8.47% |
$28.1K - $28.1K
|
1.97K
$359K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
145New |
$26.4K - $26.4K
|
145
$26.4K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
140+ 6.41% |
$25.5K - $25.5K
|
2.32K
$423K
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
114+ 1.25% |
$20.8K - $20.8K
|
9.21K
$1.68M
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
110New |
$20K - $20K
|
110
$20K
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
105+ 1.71% |
$19.1K - $19.1K
|
6.24K
$1.14M
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
91+ 1.63% |
$16.6K - $16.6K
|
5.68K
$1.04M
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
90New |
$16.4K - $16.4K
|
90
$16.4K
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
66+ 1.07% |
$12K - $12K
|
6.22K
$1.13M
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
54+ 0.67% |
$9.84K - $9.84K
|
8.08K
$1.47M
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
50+ 0.76% |
$9.11K - $9.11K
|
6.63K
$1.21M
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
47+ 1.92% |
$8.56K - $8.56K
|
2.5K
$455K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
44+ 122.22% |
$8.01K - $8.01K
|
80
$14.6K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
41New |
$7.47K - $7.47K
|
41
$7.47K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
41New |
$7.47K - $7.47K
|
41
$7.47K
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
39+ 0.45% |
$7.1K - $7.1K
|
8.66K
$1.58M
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
36New |
$6.56K - $6.56K
|
36
$6.56K
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
35+ 0.53% |
$6.38K - $6.38K
|
6.61K
$1.2M
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
25+ 2.19% |
$4.55K - $4.55K
|
1.17K
$213K
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
18+ 0.51% |
$3.28K - $3.28K
|
3.57K
$650K
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
15+ 1.32% |
$2.73K - $2.73K
|
1.15K
$209K
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
14+ 0.97% |
$2.55K - $2.55K
|
1.46K
$267K
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
12+ 0.51% |
$2.19K - $2.19K
|
2.35K
$428K
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12+ 0.07% |
$2.19K - $2.19K
|
16.5K
$3M
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
11+ 0.26% |
$2K - $2K
|
4.24K
$772K
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
11+ 0.49% |
$2K - $2K
|
2.25K
$409K
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
9New |
$1.64K - $1.64K
|
9
$1.64K
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
9+ 0.4% |
$1.64K - $1.64K
|
2.25K
$409K
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
7+ 0.5% |
$1.28K - $1.28K
|
1.4K
$255K
|
|
Oct 10, 2024
Q3 2024
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
7+ 0.51% |
$1.28K - $1.28K
|
1.38K
$252K
|
|
Apr 10, 2025
Q3 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
6+ 0.03% |
$1.09K - $1.09K
|
17.5K
$3.19M
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
6+ 0.1% |
$1.09K - $1.09K
|
5.83K
$1.06M
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
5+ 0.43% |
$911 - $911
|
1.16K
$211K
|
|
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
|