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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,814 hedge funds and large institutions have $28.2B invested in Vanguard Dividend Appreciation ETF in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 750 increasing their positions, 637 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
+31
Holders Change %
+1.74%
% of All Funds
28.92%
Holding in Top 10
237
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.47%
% of All Funds
3.78%
New
116
Increased
750
Reduced
637
Closed
67
Calls
$106M
Puts
$37.1M
Net Calls
+$68.5M
Net Calls Change
-$11.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.58B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$118M
3
MCM
MAI Capital Management
Ohio
$109M
4
Osaic Holdings
Osaic Holdings
Arizona
$280M
5
SIS
Strategic Investment Solutions
Illinois
$33.6M

Top Sellers

1
Citigroup
Citigroup
New York
$27.4M
2
Charles Schwab
Charles Schwab
California
$147M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$302M
4
BFS
Bard Financial Services
Connecticut
$0
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVWAG
226
Sound View Wealth Advisors Group
Georgia
$13.3M +$986K +6,345 +8%
PIMG
227
Patriot Investment Management Group
Tennessee
$13.1M -$84.1K -541 -0.6%
CAM
228
Cozad Asset Management
Illinois
$13M -$30K -193 -0.2%
CRC
229
Curi RMB Capital
Illinois
$12.9M +$110K +708 +0.9%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$12.8M -$1.37M -8,844 -10%
ACA
231
Aptus Capital Advisors
Alabama
$12.7M -$524K -3,372 -4%
AMG
232
Asset Management Group
Connecticut
$12.7M +$167K +1,074 +1%
CWA
233
Clarity Wealth Advisors
California
$12.5M +$21.6K +139 +0.2%
OBWG
234
Onyx Bridge Wealth Group
New York
$12.5M +$162K +1,042 +1%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$12.3M +$254K +1,632 +2%
SCA
236
Snowden Capital Advisors
New York
$12.3M -$6.17M -39,735 -33%
BMCM
237
Bryn Mawr Capital Management
Pennsylvania
$12.3M +$2.2M +14,184 +22%
FFN
238
Focus Financial Network
Minnesota
$12.3M +$176K +1,125 +1%
MMA
239
Miracle Mile Advisors
California
$12.2M -$2.08M -13,358 -14%
FFWA
240
FRG Family Wealth Advisors
Washington
$12.2M -$23.9K -154 -0.2%
BRWA
241
B. Riley Wealth Advisors
Florida
$12.1M -$7.96M -50,969 -40%
OHIS
242
Oak Harvest Investment Services
Texas
$12.1M -$27.3K -176 -0.2%
SWP
243
Stratos Wealth Partners
Ohio
$11.9M +$1.03M +6,626 +9%
RIA
244
Regal Investment Advisors
Michigan
$11.9M +$404K +2,597 +4%
CW
245
CreativeOne Wealth
Kansas
$11.8M -$5.58M -35,919 -32%
SCA
246
Stokes Capital Advisors
South Carolina
$11.7M +$476K +3,066 +4%
CMP
247
Coston McIsaac & Partners
Maine
$11.6M +$525K +3,376 +5%
IAN
248
Integrated Advisors Network
Texas
$11.6M -$968K -6,230 -8%
GC
249
Garde Capital
Washington
$11.6M – – –
KWM
250
Kingsview Wealth Management
Oregon
$11.4M +$1.13M +7,241 +11%
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