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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 %
RSWM
401
Robertson Stephens Wealth Management
California
$6.07M -$44.7K -286 -0.7%
LGWM
402
Litman Gregory Wealth Management
California
$6.07M – – –
WANY
403
Wealthspire Advisors (New York)
New York
$6.04M +$78.6K +506 +1%
SB
404
Strategic Blueprint
Georgia
$6.03M +$1.55M +10,005 +35%
HNB
405
Huntington National Bank
Ohio
$6.02M -$6.29M – –
CIA
406
Choate Investment Advisors
Massachusetts
$6M +$305K +1,965 +5%
Thrivent Financial for Lutherans
407
Thrivent Financial for Lutherans
Minnesota
$5.99M +$245K +1,570 +4%
AWM
408
Aberdeen Wealth Management
Illinois
$5.99M – – –
FAIM
409
Financial Advocates Investment Management
Washington
$5.96M +$302K +1,941 +5%
HWMG
410
Hurlow Wealth Management Group
Indiana
$5.93M +$7.3K +47 +0.1%
NG
411
Northstar Group
New York
$5.91M -$50.5K -325 -0.8%
PFA
412
Plotkin Financial Advisors
Maryland
$5.9M +$45.5K +293 +0.8%
TFCP
413
Twin Focus Capital Partners
Massachusetts
$5.9M -$479K -3,081 -8%
MFS
414
McNamara Financial Services
Massachusetts
$5.86M -$65.1K -419 -1%
CBFP
415
Cedar Brook Financial Partners
Ohio
$5.86M +$214K +1,376 +4%
CA
416
Cambridge Advisors
Nebraska
$5.81M +$114K +733 +2%
MC
417
Moors & Cabot
Massachusetts
$5.8M -$4.97K -32 -0.1%
SL
418
Stevard LLC
Illinois
$5.79M – – –
CAG
419
Crestwood Advisors Group
Massachusetts
$5.79M +$35.6K +229 +0.6%
FDCDDQ
420
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.78M -$149K -960 -3%
CIBC World Market
421
CIBC World Market
Ontario, Canada
$5.78M -$167K -1,078 -3%
GM
422
GeoWealth Management
Illinois
$5.73M +$5.49M +35,343 +2,302%
PGFC
423
Peapack-Gladstone Financial Corp
New Jersey
$5.73M -$7.77K -50 -0.1%
SWM
424
Spire Wealth Management
Virginia
$5.7M +$351K +2,261 +7%
SC
425
Savant Capital
Illinois
$5.65M -$14.8K -95 -0.3%
15 16
17
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