VIG icon

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 %
PIMG
276
Patriot Investment Management Group
Tennessee
$12.4M -$2.92M -16,010 -19%
MFG
277
Mosaic Financial Group
Illinois
$12.4M +$12.4M +67,785 New
MWA
278
Motive Wealth Advisors
Michigan
$12.4M +$4.55M +24,906 +58%
ECM
279
Evergreen Capital Management
Washington
$12.2M +$33.4K +183 +0.3%
PA
280
Parallel Advisors
California
$12.2M +$1.5M +8,225 +14%
DBRC
281
D.B. Root & Company
Pennsylvania
$12.1M +$516K +2,827 +4%
BRWA
282
B. Riley Wealth Advisors
Florida
$12.1M -$1.61M -10,305 -12%
JFGIW
283
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12M -$4.02M -22,024 -25%
MWA
284
Meridian Wealth Advisors
Texas
$12M +$596K +3,265 +5%
KPWS
285
Kestra Private Wealth Services
Texas
$11.9M -$228K -1,248 -2%
AWM
286
Apollon Wealth Management
South Carolina
$11.8M -$40.9M -223,733 -78%
SI
287
SimpliFi Inc
California
$11.8M -$8.43M -46,187 -42%
AC
288
Apella Capital
Connecticut
$11.7M -$335K -1,863 -3%
WAG
289
Wheelhouse Advisory Group
Missouri
$11.6M +$726K +3,976 +7%
UB
290
UMB Bank
Missouri
$11.6M +$932K +5,106 +9%
GVAG
291
Great Valley Advisor Group
Delaware
$11.6M +$2.63M +14,385 +29%
CWM
292
Circle Wealth Management
New Jersey
$11.5M – – –
IA
293
IFP Advisors
Florida
$11.4M +$207K +1,135 +2%
PWM
294
Perigon Wealth Management
California
$11.4M -$398K -2,180 -3%
SWM
295
Segment Wealth Management
Texas
$11.4M -$27.2K -149 -0.2%
AA
296
Ancora Advisors
Ohio
$11.4M +$863K +4,725 +8%
RJT
297
Raymond James Trust
Florida
$11.4M -$13.9K -76 -0.1%
FLPIM
298
F.L. Putnam Investment Management
Massachusetts
$11.4M -$522K -2,857 -4%
ONB
299
Old National Bancorp
Indiana
$11.3M -$651K -3,565 -5%
MOS
300
MGO One Seven
Ohio
$11.3M +$95.1K +521 +0.8%
10 11
12
13 14