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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 %
BFG
326
Bleakley Financial Group
New Jersey
$10.3M -$427K -2,337 -4%
ACS
327
Archford Capital Strategies
Illinois
$10.3M +$184K +1,005 +2%
CCB
328
Country Club Bank
Missouri
$10.2M -$310K -1,695 -3%
SCA
329
Sandy Cove Advisors
Massachusetts
$10.2M -$48.9K -268 -0.5%
Natixis Advisors
330
Natixis Advisors
Massachusetts
$10.2M +$1.27M +6,960 +14%
CAG
331
Crestwood Advisors Group
Massachusetts
$10.2M +$1.07M +5,854 +12%
EFS
332
Essex Financial Services
Connecticut
$10.1M -$163K -894 -2%
SCM
333
Sebold Capital Management
Illinois
$10.1M +$295K +1,617 +3%
BC
334
Brio Consultants
California
$10.1M -$794K -4,350 -7%
Qube Research & Technologies (QRT)
335
Qube Research & Technologies (QRT)
United Kingdom
$10M -$410K -2,246 -4%
FMWA
336
Forvis Mazars Wealth Advisors
Missouri
$10M -$66.5K -364 -0.7%
OC
337
Oppenheimer & Co
New York
$9.98M +$210K +1,148 +2%
ICMP
338
Integrated Capital Management (Pennsylvania)
Pennsylvania
$9.93M -$426K -2,335 -4%
LIA
339
LS Investment Advisors
Michigan
$9.8M +$39.8K +218 +0.4%
WA1
340
Wimmer Associates 1
California
$9.78M -$44.4K -243 -0.5%
WT
341
Washington Trust
Rhode Island
$9.72M +$107K +587 +1%
SPIS
342
Steward Partners Investment Solutions
Oregon
$9.7M +$9.7M +53,098 New
JIC
343
Johnson Investment Counsel
Ohio
$9.61M +$52.4K +287 +0.5%
GWSA
344
Global Wealth Strategies & Associates
Colorado
$9.59M -$6.15M -33,678 -39%
JFG
345
Jefferies Financial Group
New York
$9.56M -$110K -605 -1%
SFS
346
Security Financial Services
Indiana
$9.54M -$20.8K -114 -0.2%
MAC
347
Mason & Associates (California)
California
$9.49M -$15.8M -86,323 -62%
PWM
348
Prentice Wealth Management
New York
$9.46M +$249K +1,364 +3%
BIA
349
Bigelow Investment Advisors
Maine
$9.44M +$950K +5,204 +11%
MWP
350
MYCIO Wealth Partners
Pennsylvania
$9.42M +$32K +175 +0.3%
12 13
14
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