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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 %
CFA
326
Capstone Financial Advisors
Illinois
$8.15M -$179K -1,151 -2%
HWA
327
Heritage Wealth Advisors
Virginia
$8.15M -$288K -1,854 -3%
WA1
328
Wimmer Associates 1
California
$8.09M -$72.9K -469 -0.9%
IA
329
IFG Advisory
Georgia
$8.07M +$101K +647 +1%
WT
330
Washington Trust
Rhode Island
$8.07M +$226K +1,454 +3%
AllianceBernstein
331
AllianceBernstein
Tennessee
$8.03M +$8.03M +51,672 New
WP
332
Wealthspan Partners
Iowa
$7.98M -$395K -2,545 -5%
MWP
333
MYCIO Wealth Partners
Pennsylvania
$7.96M +$315K +2,028 +4%
GWSG
334
GPS Wealth Strategies Group
Colorado
$7.91M -$1.62M -10,436 -17%
CSPIA
335
Cary Street Partners Investment Advisory
Virginia
$7.8M +$95.1K +612 +1%
OPCM
336
Osborne Partners Capital Management
California
$7.79M -$1.02M -6,590 -12%
TNB
337
Thomasville National Bank
Georgia
$7.78M +$156K +1,006 +2%
OC
338
Oppenheimer & Co
New York
$7.76M +$109K +700 +1%
MWA
339
Motive Wealth Advisors
Michigan
$7.73M +$11.7K +75 +0.2%
WPWM
340
Windward Private Wealth Management
Kansas
$7.72M -$143K -921 -2%
SAG
341
SageView Advisory Group
California
$7.72M +$2.77M +17,849 +56%
LFAS
342
Level Four Advisory Services
Texas
$7.67M -$72.6K -467 -0.9%
CIA
343
Capital Investment Advisors
Georgia
$7.64M -$20.8K -134 -0.3%
ACS
344
Archford Capital Strategies
Illinois
$7.62M +$34.2K +220 +0.5%
WP
345
WealthShield Partners
North Carolina
$7.55M +$603K +3,861 +9%
SFI
346
SPC Financial Inc
Maryland
$7.53M +$70.9K +456 +0.9%
PWM
347
Prentice Wealth Management
New York
$7.51M +$188K +1,211 +3%
WIC
348
Woodmont Investment Counsel
Tennessee
$7.5M -$69.9K -450 -0.9%
SFM
349
Signet Financial Management
New Jersey
$7.48M -$182K -1,174 -2%
VWM
350
Vigilare Wealth Management
Arizona
$7.48M -$45.1K -290 -0.6%
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