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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 %
OSAM
376
O'Shaughnessy Asset Management
Connecticut
$6.95M -$393K -2,532 -5%
EWM
377
Evergreen Wealth Management
Michigan
$6.94M +$48.5K +312 +0.7%
TGAM
378
TBH Global Asset Management
Tennessee
$6.92M +$846K +5,443 +14%
OAJ
379
Ogorek Anthony Joseph
New York
$6.91M -$248K -1,597 -3%
WF
380
Warner Financial
Maryland
$6.9M +$179K +1,153 +3%
FBB
381
Fulton Breakefield Broenniman
Maryland
$6.83M -$203K -1,304 -3%
KCPG
382
Kavar Capital Partners Group
Kansas
$6.79M -$207K -1,332 -3%
CIA
383
Compass Ion Advisors
Pennsylvania
$6.73M -$202K -1,298 -3%
WTC
384
WhitTier Trust Company
Nevada
$6.73M +$155 +1 +0%
KL
385
KWMG LLC
Kansas
$6.68M +$37.3K +240 +0.6%
KV
386
Kickstand Ventures
New York
$6.6M +$6.6M +42,493 New
DCM
387
Donaldson Capital Management
Indiana
$6.6M +$678K +4,366 +11%
WA
388
Wealth Advisors
California
$6.56M -$173K -1,113 -3%
CAL
389
Capital Analysts LLC
Pennsylvania
$6.56M -$1.09M -7,000 -14%
FHA
390
First Horizon Advisors
Tennessee
$6.53M +$125K +804 +2%
SC
391
Syon Capital
California
$6.53M +$6.53M +42,007 New
BFS
392
Bradley Foster & Sargent
Connecticut
$6.52M – – –
GSIAS
393
Garden State Investment Advisory Services
New Jersey
$6.48M -$1.72K -11 -0%
FCAS
394
First Command Advisory Services
Texas
$6.42M +$6.42M +41,339 New
PFA
395
Pathway Financial Advisors
Vermont
$6.34M +$311 +2 +0%
TWC
396
TD Waterhouse Canada
Ontario, Canada
$6.33M +$168K +1,003 +3%
Envestnet Portfolio Solutions
397
Envestnet Portfolio Solutions
Illinois
$6.28M +$6.28M +40,429 New
CWA
398
CM Wealth Advisors
Ohio
$6.24M -$5.62M -34,823 -47%
SW
399
StrongBox Wealth
Missouri
$6.11M +$49.1K +316 +0.8%
AIM
400
Allen Investment Management
New York
$6.08M – – –
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16
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