VIG icon

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 %
MAG
351
M3 Advisory Group
Massachusetts
$9.41M +$433K +2,369 +5%
TNB
352
Thomasville National Bank
Georgia
$9.39M +$169K +924 +2%
CIA
353
Choate Investment Advisors
Massachusetts
$9.39M +$2.25M +12,309 +31%
WFA
354
West Financial Advisors
Iowa
$9.36M -$696K -3,813 -7%
AP
355
Advisors Preferred
Maryland
$9.25M -$247K -1,362 -3%
CIA
356
Capital Investment Advisors
Georgia
$9.23M -$703K -3,852 -7%
GWMR
357
GC Wealth Management RIA
Massachusetts
$9.22M +$3.12M +17,065 +51%
KC
358
Kades & Cheifetz
Pennsylvania
$9.17M +$317K +1,735 +4%
NSIM
359
North Star Investment Management
Illinois
$9.05M +$301K +1,650 +3%
SWA
360
Safir Wealth Advisors
New Hampshire
$9.02M +$406K +2,222 +5%
FHA
361
First Horizon Advisors
Tennessee
$8.99M +$811K +4,441 +10%
BFO
362
Boston Family Office
Massachusetts
$8.97M +$134K +735 +2%
SFP
363
Sandbox Financial Partners
Maryland
$8.95M +$580K +3,175 +7%
SFA
364
Souders Financial Advisors
Ohio
$8.9M +$119K +654 +1%
WP
365
Wealthspan Partners
Iowa
$8.88M -$106K -582 -1%
HWA
366
Heritage Wealth Advisors
Virginia
$8.87M -$490K -2,685 -5%
ACI
367
Alpha Cubed Investments
California
$8.83M -$2.92M -15,965 -25%
OPCM
368
Osborne Partners Capital Management
California
$8.82M -$214K -1,171 -2%
OCM
369
Orion Capital Management
California
$8.78M -$82K -449 -0.9%
FHC
370
First Heartland Consultants
Missouri
$8.73M -$1.14M -6,253 -12%
SFM
371
Signet Financial Management
New Jersey
$8.73M -$62.8K -344 -0.7%
PWM
372
Peterson Wealth Management
Nevada
$8.72M -$562K -3,080 -6%
1WA
373
180 Wealth Advisors
Washington
$8.7M +$58.4K +320 +0.7%
TWC
374
TD Waterhouse Canada
Ontario, Canada
$8.67M +$424K +2,131 +5%
SCA
375
Stokes Capital Advisors
South Carolina
$8.59M -$107K -588 -1%
13 14
15
16 17