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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
+$83.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$82.6M
3
MCM
MAI Capital Management
Ohio
+$36.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$33.2M
5
SIS
Strategic Investment Solutions
Illinois
+$33.2M

Top Sellers

1
Citigroup
Citigroup
New York
-$429M
2
Charles Schwab
Charles Schwab
California
-$82.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$54M
4
BFS
Bard Financial Services
Connecticut
-$47.1M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNWAG
276
High Net Worth Advisory Group
Florida
$10.2M +$73.3K +472 +0.7%
JWBC
277
J.W. Burns & Co
New York
$10.1M +$1.68M +10,829 +20%
BFG
278
Beacon Financial Group
Texas
$10.1M -$3.12M -19,126 -24%
KDA
279
Kraft Davis & Associates
Missouri
$9.98M -$705K -4,600 -7%
MSFS
280
Main Street Financial Solutions
Pennsylvania
$9.83M +$1.01M +6,487 +11%
CWM
281
Circle Wealth Management
New Jersey
$9.79M +$9.79M +63,000 New
JAG
282
Journey Advisory Group
Kentucky
$9.71M +$254K +1,632 +3%
MWA
283
Meridian Wealth Advisors
Texas
$9.7M -$65.4K -421 -0.7%
BIAS
284
Beacon Investment Advisory Services
New Jersey
$9.65M +$205K +1,320 +2%
LIM
285
Leavell Investment Management
Alabama
$9.61M +$29.4K +188 +0.3%
IA
286
IFP Advisors
Florida
$9.57M -$803K -5,166 -8%
BC
287
Brio Consultants
California
$9.53M -$351K -2,261 -4%
PA
288
Parallel Advisors
California
$9.53M +$112K +724 +1%
MCM
289
Mendel Capital Management
Arkansas
$9.45M -$158K -1,019 -2%
VVP
290
Venture Visionary Partners
Ohio
$9.45M +$1.5M +9,632 +19%
LIA
291
LS Investment Advisors
Michigan
$9.44M +$310K +1,996 +3%
SWM
292
Segment Wealth Management
Texas
$9.42M -$41.2K -265 -0.4%
IFA
293
Interactive Financial Advisors
Illinois
$9.34M -$545K -3,507 -6%
CCB
294
Country Club Bank
Missouri
$9.34M +$169K +1,083 +2%
SS
295
Simplicity Solutions
Minnesota
$9.33M -$668K -4,300 -7%
BFG
296
Bleakley Financial Group
New Jersey
$9.33M -$142K -912 -1%
AWS
297
Aspen Wealth Strategies
Colorado
$9.22M -$166K -1,068 -2%
SCA
298
Sandy Cove Advisors
Massachusetts
$9.19M -$752K -4,837 -8%
ICMP
299
Integrated Capital Management (Pennsylvania)
Pennsylvania
$9.08M -$98.4K -633 -1%
JWM
300
Jackson Wealth Management
Florida
$9.07M +$274K +1,763 +3%
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