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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 %
RIL
251
Rothschild Investment LLC
Illinois
$11.4M +$37.4K +241 +0.3%
WI
252
Wintrust Investments
Illinois
$11.4M -$2.36M -15,207 -17%
BFAG
253
Blackston Financial Advisory Group
Florida
$11.3M +$796K +5,120 +8%
KPWS
254
Kestra Private Wealth Services
Texas
$11.3M +$700K +4,508 +7%
ABC
255
Associated Banc-Corp
Wisconsin
$11.3M +$98.8K +636 +0.9%
AGC
256
Aspen Grove Capital
Colorado
$11.3M +$229K +1,468 +2%
HAFS
257
Hapanowicz & Associates Financial Services
Pennsylvania
$11.2M +$365K +2,349 +3%
DWM
258
Dakota Wealth Management
Florida
$11.2M +$10.5M +67,520 +1,444%
SWA
259
Strategies Wealth Advisors
Michigan
$11.2M -$32.2K -207 -0.3%
PWW
260
Pettyjohn Wood & White
Virginia
$11.1M +$22.2K +143 +0.2%
ECM
261
Evergreen Capital Management
Washington
$11M +$505K +3,236 +5%
UCFA
262
United Capital Financial Advisors
Texas
$10.9M -$2.75M -17,707 -20%
JPG
263
Jordan Park Group
California
$10.8M – – –
PIN
264
Prudent Investors Network
California
$10.8M +$722K +4,644 +7%
WT
265
Whittier Trust
California
$10.7M -$252K -1,623 -2%
ARIS
266
Advanced Research Investment Solutions
California
$10.7M +$45.8K +293 +0.4%
PWM
267
Peterson Wealth Management
Nevada
$10.7M +$566K +3,645 +6%
ACM
268
Allred Capital Management
Texas
$10.6M +$445K +2,864 +4%
RBC
269
Romano Brothers & Co
Illinois
$10.5M +$596K +3,838 +6%
FLPIM
270
F.L. Putnam Investment Management
Massachusetts
$10.5M +$207K +1,330 +2%
ACI
271
Alpha Cubed Investments
California
$10.4M +$124K +796 +1%
AC
272
Apella Capital
Connecticut
$10.4M -$557K -3,585 -5%
ONB
273
Old National Bancorp
Indiana
$10.4M -$1.77M -11,419 -15%
HSG
274
Helen Stephens Group
Texas
$10.3M +$131K +845 +1%
DBRC
275
D.B. Root & Company
Pennsylvania
$10.3M +$218K +1,404 +2%
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