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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,027 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, 756 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,027
Holders Change
+17
Holders Change %
+0.85%
% of All Funds
29.38%
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
756
Closed
94
Calls
$125M
Puts
$50.6M
Net Calls
+$74.2M
Net Calls Change
+$6.37M

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$239M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$124M
3
HWM
HB Wealth Management
Georgia
+$112M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$85.2M
5
AAS
Annex Advisory Services
Wisconsin
+$72.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.1B
2
Bank of America
Bank of America
North Carolina
-$914M
3
Truist Financial
Truist Financial
North Carolina
-$99.4M
4
Charles Schwab
Charles Schwab
California
-$96.9M
5
AWM
Apollon Wealth Management
South Carolina
-$40.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
301
Mendel Capital Management
Arkansas
$11.3M +$3.29K +18 +0%
MFG
302
Merit Financial Group
Georgia
$11.3M +$9.02M +50,986 +403%
ACM
303
Allred Capital Management
Texas
$11.2M -$78.2K -428 -0.7%
CCG
304
Chatham Capital Group
Georgia
$11.2M -$32.9K -180 -0.3%
SW
305
Simplicity Wealth
New Jersey
$11.2M +$10.6M +58,178 +1,939%
IFA
306
Interactive Financial Advisors
Illinois
$11.1M +$6.47M +35,407 +138%
MCC
307
Money Concepts Capital
Florida
$11.1M +$142K +775 +1%
LIM
308
Leavell Investment Management
Alabama
$11.1M -$247K -1,351 -2%
RCAG
309
Rehmann Capital Advisory Group
Michigan
$11M +$1.34M +7,327 +14%
KDA
310
Kraft Davis & Associates
Missouri
$11M -$831K -4,599 -7%
TWP
311
Tyche Wealth Partners
Texas
$10.9M -$429K -2,350 -4%
UCFA
312
United Capital Financial Advisors
Texas
$10.8M +$403K +2,206 +4%
DWP
313
Destiny Wealth Partners
Florida
$10.8M +$189K +1,034 +2%
GRP
314
Global Retirement Partners
California
$10.8M +$636K +3,483 +6%
HI
315
Harbour Investments
Wisconsin
$10.8M +$485K +2,658 +5%
KP
316
Kitching Partners
Pennsylvania
$10.7M +$112K +616 +1%
CIA
317
Concurrent Investment Advisors
Florida
$10.7M +$7.16M +39,216 +203%
BFG
318
Beacon Financial Group
Texas
$10.6M -$1.4M -7,642 -12%
AP
319
Americana Partners
Texas
$10.6M +$1.98M +10,819 +23%
Toronto Dominion Bank
320
Toronto Dominion Bank
Ontario, Canada
$10.6M +$4.57M +25,000 +76%
BNP Paribas Financial Markets
321
BNP Paribas Financial Markets
France
$10.6M -$12.7M -69,375 -54%
TCA
322
Transcend Capital Advisors
New Jersey
$10.5M +$136K +745 +1%
AWP
323
Accretive Wealth Partners
New Jersey
$10.5M +$602K +3,400 +6%
CA
324
Cornerstone Advisory
Maryland
$10.4M +$501K +2,745 +5%
WLIM
325
White Lighthouse Investment Management
Massachusetts
$10.4M -$21.4K -117 -0.2%
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