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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 %
Citadel Advisors
351
Citadel Advisors
Florida
$7.47M +$4.33M +27,898 +138%
BIA
352
Bigelow Investment Advisors
Maine
$7.47M -$25.3K -163 -0.3%
1WA
353
180 Wealth Advisors
Washington
$7.42M -$73.8K -475 -1%
JFG
354
Jefferies Financial Group
New York
$7.4M +$4.12M +26,510 +125%
SWA
355
Safir Wealth Advisors
New Hampshire
$7.4M -$115K -737 -2%
SWA
356
Stratos Wealth Advisors
Ohio
$7.39M -$559K -3,597 -7%
GIS
357
Grayhawk Investment Strategies
Alberta, Canada
$7.38M -$420K -2,700 -5%
NSIM
358
North Star Investment Management
Illinois
$7.36M +$81.3K +523 +1%
BNP Paribas Financial Markets
359
BNP Paribas Financial Markets
France
$7.36M +$4.3M +27,669 +141%
LNB
360
Ledyard National Bank
$7.35M -$156K -1,002 -2%
KC
361
Kades & Cheifetz
Pennsylvania
$7.32M +$460K +2,962 +7%
SFA
362
Souders Financial Advisors
Ohio
$7.31M +$133K +855 +2%
BFO
363
Boston Family Office
Massachusetts
$7.29M +$185K +1,189 +3%
AIC
364
Archer Investment Corporation
Indiana
$7.26M +$218K +1,404 +3%
IWP
365
IAG Wealth Partners
Wisconsin
$7.25M -$398K -2,562 -5%
GVAG
366
Great Valley Advisor Group
Delaware
$7.2M +$52.8K +340 +0.7%
YWM
367
Yoder Wealth Management
California
$7.19M -$99.4K -640 -1%
OCM
368
Orion Capital Management
California
$7.18M -$422K -2,718 -6%
SFP
369
Sandbox Financial Partners
Maryland
$7.16M -$109K -699 -1%
SC
370
SouthState Corp
Florida
$7.09M -$21K -135 -0.3%
BFM
371
Boston Financial Management
Massachusetts
$7.06M -$243K -1,566 -3%
KFS
372
Kaizen Financial Strategies
California
$7.04M -$358K -2,306 -5%
JIC
373
Johnson Investment Counsel
Ohio
$7.03M +$343K +2,206 +5%
FP
374
Financial Perspectives
Minnesota
$7M +$49.1K +316 +0.7%
Natixis Advisors
375
Natixis Advisors
Massachusetts
$6.99M +$201K +1,293 +3%
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15
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