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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,026 hedge funds and large institutions have $34.5B invested in Vanguard Dividend Appreciation ETF in 2024 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 786 increasing their positions, 755 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,026
Holders Change
+17
Holders Change %
+0.85%
% of All Funds
29.37%
Holding in Top 10
245
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-4.3%
% of All Funds
3.55%
New
137
Increased
786
Reduced
755
Closed
94
Calls
$125M
Puts
$50.6M
Net Calls
+$74.2M
Net Calls Change
+$6.37M

Top Buyers

1
RJA
Raymond James & Associates
Florida
$646M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$149M
3
HWM
HB Wealth Management
Georgia
$814M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.58B
5
AAS
Annex Advisory Services
Wisconsin
$164M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.15B
2
Bank of America
Bank of America
North Carolina
$3.92B
3
Truist Financial
Truist Financial
North Carolina
$187M
4
Charles Schwab
Charles Schwab
California
$120M
5
AWM
Apollon Wealth Management
South Carolina
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$15.3M +$596K +3,283 +4%
HSA
227
HBK Sorce Advisory
Pennsylvania
$15.2M +$175K +957 +1%
MI
228
Mercer Investments
Massachusetts
$15.2M -$1.63M -8,970 -10%
CWA
229
Clarity Wealth Advisors
California
$15.2M +$293K +1,605 +2%
FFN
230
Focus Financial Network
Minnesota
$15.2M -$922K -5,311 -6%
CMP
231
Coston McIsaac & Partners
Maine
$15.1M +$1.03M +5,625 +7%
CRC
232
Curi RMB Capital
Illinois
$15.1M +$194K +1,060 +1%
CW
233
CreativeOne Wealth
Kansas
$15.1M +$2.92M +15,996 +24%
WAP
234
Wealthcare Advisory Partners
Pennsylvania
$15.1M -$4.19M -22,943 -22%
CCM
235
Consolidated Capital Management
California
$15.1M -$197K -1,080 -1%
JMFC
236
J.M. Forbes & Co
Massachusetts
$15M -$4.42M -24,215 -23%
MAM
237
Madison Asset Management
Wisconsin
$15M +$1.56M +8,528 +12%
Betterment LLC
238
Betterment LLC
New York
$14.9M +$8.18M +44,768 +121%
PD
239
Planning Directions
Pennsylvania
$14.9M -$432K -2,366 -3%
AMG
240
Asset Management Group
Connecticut
$14.8M +$27.9K +153 +0.2%
OBWG
241
Onyx Bridge Wealth Group
New York
$14.4M +$9.54K +54 +0.1%
IAN
242
Integrated Advisors Network
Texas
$14.4M +$982K +5,378 +7%
SAMT
243
Select Asset Management & Trust
Pennsylvania
$14.4M +$2.84M +15,549 +25%
SC
244
Syon Capital
California
$14.2M -$11.3M -62,127 -44%
MMA
245
Miracle Mile Advisors
California
$14.2M -$490K -2,681 -3%
KWM
246
Kingsview Wealth Management
Oregon
$14.2M +$1.15M +6,300 +9%
RIL
247
Rothschild Investment LLC
Illinois
$14.1M +$182K +994 +1%
FIC
248
Family Investment Center
Missouri
$14.1M -$33.8M -184,915 -71%
HAFS
249
Hapanowicz & Associates Financial Services
Pennsylvania
$13.9M -$254K -1,393 -2%
OHIS
250
Oak Harvest Investment Services
Texas
$13.9M -$519K -2,843 -4%
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