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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 %
WIC
376
Woodmont Investment Counsel
Tennessee
$8.58M -$115K -629 -1%
VWM
377
Vigilare Wealth Management
Arizona
$8.56M -$245K -1,341 -3%
SFI
378
SPC Financial Inc
Maryland
$8.55M -$372K -2,035 -4%
WPWM
379
Windward Private Wealth Management
Kansas
$8.55M -$492K -2,694 -5%
CFA
380
Capstone Financial Advisors
Illinois
$8.48M -$291K -1,594 -3%
SWA
381
Stratos Wealth Advisors
Ohio
$8.45M +$1.64K +9 +0%
CFP
382
Cypress Financial Planning
New Jersey
$8.37M -$434K -2,379 -5%
WF
383
Warner Financial
Maryland
$8.29M +$58.1K +318 +0.7%
IA
384
IFG Advisory
Georgia
$8.26M -$1.24M -6,790 -13%
BFM
385
Boston Financial Management
Massachusetts
$8.26M -$18.1K -99 -0.2%
EWM
386
Evergreen Wealth Management
Michigan
$8.23M – – –
YWM
387
Yoder Wealth Management
California
$8.21M -$212K -1,159 -3%
LFAS
388
Level Four Advisory Services
Texas
$8.16M – – –
PGFC
389
Peapack-Gladstone Financial Corp
New Jersey
$8.15M +$1.19M +6,513 +17%
SB
390
Strategic Blueprint
Georgia
$8.13M +$623K +3,409 +8%
WTC
391
WhitTier Trust Company
Nevada
$8.13M +$532K +2,914 +7%
DCM
392
Donaldson Capital Management
Indiana
$8.09M -$1.07M -5,885 -12%
Thrivent Financial for Lutherans
393
Thrivent Financial for Lutherans
Minnesota
$8.08M -$62.8K -344 -0.8%
GJWM
394
Gilliland Jeter Wealth Management
Arkansas
$8.06M +$39.1K +214 +0.5%
BCA
395
Bay Colony Advisors
Massachusetts
$8.06M -$6.31M -34,536 -44%
HIC
396
Hartline Investment Corp
Illinois
$8.06M +$8.06M +44,133 New
ES
397
Eagle Strategies
New York
$8.04M +$7.28M +39,872 +961%
FP
398
Financial Perspectives
Minnesota
$8.03M -$200K -1,094 -2%
OSAM
399
O'Shaughnessy Asset Management
Connecticut
$8.01M -$156K -856 -2%
LNB
400
Ledyard National Bank
$7.99M -$438K -2,401 -5%
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