VIG icon

Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,009 hedge funds and large institutions have $34.8B invested in Vanguard Dividend Appreciation ETF in 2023 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 783 increasing their positions, 681 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,009
Holders Change
+195
Holders Change %
+10.75%
% of All Funds
29.45%
Holding in Top 10
256
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+8.02%
% of All Funds
3.75%
New
273
Increased
783
Reduced
681
Closed
45
Calls
$135M
Puts
$66.8M
Net Calls
+$67.8M
Net Calls Change
-$699K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.96B
2
Bank of America
Bank of America
North Carolina
$4.51B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$489M
4
Wealthfront Advisers
Wealthfront Advisers
California
$1.12B
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.39B

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$231M
2
SF
Synovus Financial
Georgia
$12.1M
3
SIS
Strategic Investment Solutions
Illinois
$1.46M
4
VU
Valence8 US
Massachusetts
$0
5
EW
Evoke Wealth
California
$265K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
226
Tradition Wealth Management
Minnesota
$15.5M +$5.96M +34,975 +63%
SVWAG
227
Sound View Wealth Advisors Group
Georgia
$15.4M +$823K +4,828 +6%
SMC
228
Smith, Moore & Co
Missouri
$15.2M -$968K -5,679 -6%
HA
229
Hanover Advisors
South Carolina
$15.1M +$15.1M +88,806 New
AA
230
Addison Advisors
Vermont
$15M +$154K +901 +1%
JFGIW
231
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.9M +$11.3M +66,152 +307%
BRWA
232
B. Riley Wealth Advisors
Florida
$14.9M +$1.76M +10,305 +13%
AAS
233
Ameritas Advisory Services
Nebraska
$14.9M -$13.7M -80,114 -48%
VWA
234
Visionary Wealth Advisors
Illinois
$14.8M -$2.62M -15,382 -15%
GWSA
235
Global Wealth Strategies & Associates
Colorado
$14.7M +$5.16M +30,308 +54%
RFM
236
Royal Fund Management
Florida
$14.5M -$162K -952 -1%
KCPG
237
Kavar Capital Partners Group
Kansas
$14.5M +$7.05M +41,377 +95%
PD
238
Planning Directions
Pennsylvania
$14.3M -$910K -5,341 -6%
PIMG
239
Patriot Investment Management Group
Tennessee
$14.3M -$77.4K -454 -0.5%
CCM
240
Consolidated Capital Management
California
$14.2M +$14.2M +83,566 New
CAM
241
Cozad Asset Management
Illinois
$14.2M -$74K -434 -0.5%
HSA
242
HBK Sorce Advisory
Pennsylvania
$14M -$754K -4,425 -5%
CRC
243
Curi RMB Capital
Illinois
$13.9M -$170K -998 -1%
OBWG
244
Onyx Bridge Wealth Group
New York
$13.9M +$252K +1,481 +2%
CWA
245
Clarity Wealth Advisors
California
$13.9M +$179K +1,050 +1%
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$13.8M -$217K -1,271 -2%
AMG
247
Asset Management Group
Connecticut
$13.8M -$129K -756 -0.9%
MMA
248
Miracle Mile Advisors
California
$13.7M +$282K +1,654 +2%
ABC
249
Associated Banc-Corp
Wisconsin
$13.5M +$1.11M +6,493 +9%
FFWA
250
FRG Family Wealth Advisors
Washington
$13.5M +$117K +684 +0.9%
8 9
10
11 12