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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 %
AGC
251
Aspen Grove Capital
Colorado
$13.7M +$52.2K +286 +0.4%
HNWAG
252
High Net Worth Advisory Group
Florida
$13.7M +$1.8M +9,841 +15%
FFWA
253
FRG Family Wealth Advisors
Washington
$13.7M -$171K -979 -1%
WI
254
Wintrust Investments
Illinois
$13.6M +$138K +756 +1%
GC
255
Garde Capital
Washington
$13.6M – – –
HSG
256
Helen Stephens Group
Texas
$13.6M +$804K +4,404 +6%
RBC
257
Romano Brothers & Co
Illinois
$13.6M +$291K +1,593 +2%
CFG
258
Carr Financial Group
Massachusetts
$13.5M +$3.01M +16,496 +29%
VVP
259
Venture Visionary Partners
Ohio
$13.5M +$917K +5,019 +7%
MSFS
260
Main Street Financial Solutions
Pennsylvania
$13.4M +$1.12M +6,134 +9%
JWBC
261
J.W. Burns & Co
New York
$13.3M +$756K +4,142 +6%
BMCM
262
Bryn Mawr Capital Management
Pennsylvania
$13.3M -$995K -5,448 -7%
BFAG
263
Blackston Financial Advisory Group
Florida
$13.2M -$56.2K -308 -0.4%
MWM
264
Mission Wealth Management
California
$13.2M +$2.62M +14,372 +25%
HWA
265
HHM Wealth Advisors
Tennessee
$13M +$1.49M +8,169 +13%
SF
266
Synovus Financial
Georgia
$12.9M +$12.4K +68 +0.1%
WT
267
Whittier Trust
California
$12.9M +$392K +2,146 +3%
VWA
268
Visionary Wealth Advisors
Illinois
$12.8M -$3.05M -16,681 -19%
DWM
269
Dakota Wealth Management
Florida
$12.7M +$169K +926 +1%
SWA
270
Strategies Wealth Advisors
Michigan
$12.7M -$70.9K -388 -0.6%
BIAS
271
Beacon Investment Advisory Services
New Jersey
$12.7M +$316K +1,733 +3%
PWW
272
Pettyjohn Wood & White
Virginia
$12.7M -$301K -1,646 -2%
RIA
273
Regal Investment Advisors
Michigan
$12.6M -$886K -4,854 -7%
JPG
274
Jordan Park Group
California
$12.5M -$208K -1,137 -2%
JAG
275
Journey Advisory Group
Kentucky
$12.5M +$164K +899 +1%
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