Latest Institutional Sells of Vanguard Dividend Appreciation (VIG)
This list provides information on the latest institutional transactions involving Vanguard Dividend Appreciation (VIG) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-46- 1.7% |
N/A
|
2.66K
$485K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-43- 1.58% |
N/A
|
2.68K
$488K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-36- 81.82% |
N/A
|
8
$1.46K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-33- 0.9% |
N/A
|
3.65K
$665K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-31- 0.58% |
N/A
|
5.31K
$967K
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-16- 1.31% |
N/A
|
1.21K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-9- 0.3% |
N/A
|
2.98K
$543K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-6- 0.41% |
N/A
|
1.46K
$267K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-233K- 12.31% |
$42.5M - $42.5M
|
1.66M
$303M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-7.81KClosed |
$1.42M - $1.42M
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.9K- 0.91% |
$892K - $892K
|
535K
$97.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.65K- 56.24% |
$300K - $300K
|
1.28K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.5K- 3.85% |
$273K - $273K
|
37.5K
$6.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-1.39K- 34.44% |
$254K - $254K
|
2.65K
$483K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-716- 2.69% |
$130K - $130K
|
25.9K
$4.72M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-600- 25.0% |
$109K - $109K
|
1.8K
$328K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-510- 53.13% |
$92.9K - $92.9K
|
450
$82K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-396- 7.44% |
$72.1K - $72.1K
|
4.93K
$897K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-394- 22.84% |
$71.8K - $71.8K
|
1.33K
$242K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-329- 5.65% |
$59.9K - $59.9K
|
5.49K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-296- 22.51% |
$53.9K - $53.9K
|
1.02K
$186K
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-191- 13.72% |
$34.8K - $34.8K
|
1.2K
$219K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-144- 9.24% |
$26.2K - $26.2K
|
1.42K
$258K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-132- 1.43% |
$24K - $24K
|
9.08K
$1.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-124- 8.8% |
$22.6K - $22.6K
|
1.29K
$234K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-93- 5.08% |
$16.9K - $16.9K
|
1.74K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-87- 2.24% |
$15.8K - $15.8K
|
3.8K
$692K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-75- 3.38% |
$13.7K - $13.7K
|
2.15K
$391K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-50- 1.91% |
$9.11K - $9.11K
|
2.57K
$468K
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-49- 3.93% |
$8.93K - $8.93K
|
1.2K
$218K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-47- 5.02% |
$8.56K - $8.56K
|
889
$162K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-42- 1.74% |
$7.65K - $7.65K
|
2.38K
$433K
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-40- 2.56% |
$7.29K - $7.29K
|
1.52K
$277K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-15- 30.0% |
$2.73K - $2.73K
|
35
$6.38K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-13- 0.79% |
$2.37K - $2.37K
|
1.64K
$299K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-2- 2.44% |
$364 - $364
|
80
$14.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1- 0.06% |
$182 - $182
|
1.69K
$308K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-70.6K- 78.23% |
$12.2M - $13.1M
|
19.7K
$3.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-24.4K- 3.72% |
$4.24M - $4.53M
|
633K
$115M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7.5K- 71.84% |
$1.3M - $1.39M
|
2.94K
$536K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-3.49K- 69.94% |
$605K - $647K
|
1.5K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.29K- 40.63% |
$570K - $610K
|
4.81K
$876K
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.47K- 10.39% |
$429K - $458K
|
21.3K
$3.89M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-1.4K- 47.23% |
$242K - $259K
|
1.56K
$284K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-764- 0.72% |
$132K - $142K
|
106K
$19.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-580- 2.11% |
$101K - $107K
|
26.9K
$4.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-549- 29.85% |
$95.2K - $102K
|
1.29K
$235K
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-487- 7.52% |
$84.4K - $90.2K
|
5.99K
$1.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-430- 21.18% |
$74.5K - $79.7K
|
1.6K
$291K
|
|