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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 %
CCG
301
Chatham Capital Group
Georgia
$9.05M +$80K +515 +0.9%
UB
302
UMB Bank
Missouri
$9.05M -$509K -3,276 -5%
HWA
303
HHM Wealth Advisors
Tennessee
$9.04M -$36.8K -237 -0.4%
DWP
304
Destiny Wealth Partners
Florida
$9.03M +$160K +1,028 +2%
MCC
305
Money Concepts Capital
Florida
$9.02M -$25.6K -165 -0.3%
WLIM
306
White Lighthouse Investment Management
Massachusetts
$9M -$5.28K -34 -0.1%
SAMT
307
Select Asset Management & Trust
Pennsylvania
$8.99M +$789K +5,080 +10%
MWM
308
Mission Wealth Management
California
$8.95M -$289K -1,862 -3%
Qube Research & Technologies (QRT)
309
Qube Research & Technologies (QRT)
United Kingdom
$8.94M +$2.74M +17,612 +44%
EFS
310
Essex Financial Services
Connecticut
$8.85M -$156K -1,002 -2%
FMWA
311
Forvis Mazars Wealth Advisors
Missouri
$8.83M -$113K -730 -1%
TCA
312
Transcend Capital Advisors
New Jersey
$8.78M +$207K +1,332 +2%
VP
313
Verum Partners
North Carolina
$8.74M +$7.72M +49,664 +756%
GWSA
314
Global Wealth Strategies & Associates
Colorado
$8.68M -$1.49M -9,565 -15%
TWM
315
Tradition Wealth Management
Minnesota
$8.68M +$1.08M +6,921 +14%
Prudential Financial
316
Prudential Financial
New Jersey
$8.6M -$3.41M -21,922 -28%
WFA
317
West Financial Advisors
Iowa
$8.57M -$40.4K -260 -0.5%
RCAG
318
Rehmann Capital Advisory Group
Michigan
$8.54M -$702K -4,519 -8%
RJT
319
Raymond James Trust
Florida
$8.4M +$5.44K +35 +0.1%
FHC
320
First Heartland Consultants
Missouri
$8.38M +$3.68M +23,653 +78%
KL
321
KilterHowling LLC
Colorado
$8.35M +$105K +675 +1%
AWP
322
Accretive Wealth Partners
New Jersey
$8.32M +$211K +1,361 +3%
CA
323
Cornerstone Advisory
Maryland
$8.27M +$784K +5,046 +10%
HI
324
Harbour Investments
Wisconsin
$8.2M +$213K +1,371 +3%
SFS
325
Security Financial Services
Indiana
$8.17M -$1.4K -9 -0%
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