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, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
130K+ 28.73% |
$18.9M - $20.7M
|
584K
$106M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
39.2KNew |
$5.68M - $6.22M
|
39.2K
$7.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
38.8KNew |
$5.63M - $6.16M
|
38.8K
$7.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
30.6KNew |
$4.43M - $4.85M
|
30.6K
$5.57M
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
25.4KNew |
$3.68M - $4.04M
|
25.4K
$4.63M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
19.2KNew |
$2.78M - $3.05M
|
19.2K
$3.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
14.1KNew |
$2.04M - $2.24M
|
14.1K
$2.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
12.4K+ 22.18% |
$1.8M - $1.97M
|
68.4K
$12.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
9.61KNew |
$1.39M - $1.52M
|
9.61K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
6.17KNew |
$893K - $979K
|
6.17K
$1.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
6.11K+ 18.42% |
$885K - $970K
|
39.3K
$7.15M
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
5.17KNew |
$748K - $820K
|
5.17K
$941K
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5.05KNew |
$731K - $801K
|
5.05K
$920K
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.86KNew |
$414K - $454K
|
2.86K
$521K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
2.31KNew |
$334K - $366K
|
2.31K
$420K
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.98KNew |
$286K - $314K
|
1.98K
$360K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
1.81K+ 19.53% |
$263K - $288K
|
11.1K
$2.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
1.71KNew |
$248K - $271K
|
1.71K
$311K
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.64K+ 23.36% |
$237K - $260K
|
8.65K
$1.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.62K+ 71.05% |
$235K - $257K
|
3.9K
$710K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.62KNew |
$234K - $256K
|
1.62K
$294K
|
|
|
Feb 07, 2023
Q4 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.56KNew |
$225K - $247K
|
1.56K
$283K
|
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1.46KNew |
$211K - $231K
|
1.46K
$265K
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
BUY
|
- |
1.45KNew |
$210K - $230K
|
1.45K
$264K
|
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
1.44KNew |
$209K - $229K
|
1.44K
$262K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.41KNew |
$204K - $223K
|
1.41K
$256K
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.38KNew |
$200K - $219K
|
1.38K
$252K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.37KNew |
$198K - $217K
|
1.37K
$249K
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.35KNew |
$195K - $214K
|
1.35K
$246K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
1.34KNew |
$194K - $213K
|
1.34K
$244K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.34KNew |
$194K - $213K
|
1.34K
$244K
|
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.33KNew |
$193K - $211K
|
1.33K
$242K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.23KNew |
$179K - $196K
|
1.23K
$225K
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.15K+ 70.49% |
$167K - $183K
|
2.79K
$508K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
860New |
$125K - $136K
|
860
$157K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
841+ 110.8% |
$122K - $133K
|
1.6K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
754New |
$109K - $120K
|
754
$137K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
587+ 1.58% |
$85K - $93.2K
|
37.8K
$6.89M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
463New |
$67.1K - $73.5K
|
463
$84.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
429+ 1.99% |
$62.1K - $68.1K
|
22K
$4.01M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
387New |
$56.1K - $61.4K
|
387
$70.5K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
385+ 1.93% |
$55.8K - $61.1K
|
20.4K
$3.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
384+ 3.33% |
$55.6K - $60.9K
|
11.9K
$2.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
372New |
$53.9K - $59K
|
372
$67.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
355+ 147.3% |
$51.4K - $56.3K
|
596
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
346New |
$50.1K - $54.9K
|
346
$63K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
270New |
$39.1K - $42.9K
|
270
$49.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
240+ 1.58% |
$34.8K - $38.1K
|
15.4K
$2.81M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
230New |
$33.3K - $36.5K
|
230
$41.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
201New |
$29.1K - $31.9K
|
201
$36.6K
|