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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 %
IIA
401
Integral Investment Advisors
California
$7.95M +$957K +5,246 +14%
KFS
402
Kaizen Financial Strategies
California
$7.95M -$143K -782 -2%
CIA
403
Compass Ion Advisors
Pennsylvania
$7.91M +$244K +1,336 +3%
VP
404
Verum Partners
North Carolina
$7.9M -$1.71M -9,341 -18%
KL
405
KWMG LLC
Kansas
$7.89M +$92.9K +509 +1%
SC
406
SouthState Corp
Florida
$7.87M -$154K -846 -2%
NPI
407
New Perspectives Inc
Mississippi
$7.86M +$7.86M +43,065 New
AIM
408
Allen Investment Management
New York
$7.86M – – –
CFP
409
Cascade Financial Partners
California
$7.82M +$7.82M +44,516 New
BFS
410
Bradley Foster & Sargent
Connecticut
$7.79M +$28.3K +155 +0.4%
CWA
411
Cascade Wealth Advisors
Washington
$7.76M +$7.76M +44,194 New
GSIAS
412
Garden State Investment Advisory Services
New Jersey
$7.76M -$31.7K -173 -0.4%
NP
413
NorthRock Partners
Minnesota
$7.73M +$48.9K +268 +0.6%
WP
414
WealthShield Partners
North Carolina
$7.73M -$796K -4,359 -9%
MC
415
Moors & Cabot
Massachusetts
$7.71M +$749K +4,102 +11%
CFO
416
CVA Family Office
Colorado
$7.7M +$1.83K +10 +0%
TFCP
417
Twin Focus Capital Partners
Massachusetts
$7.69M +$167K +914 +2%
PC
418
Pecaut & Co
Iowa
$7.69M +$7.69M +42,129 New
GIS
419
Grayhawk Investment Strategies
Alberta, Canada
$7.69M -$347K -1,900 -4%
SSWM
420
Sheets Smith Wealth Management
North Carolina
$7.63M +$3.23M +17,661 +73%
CBFP
421
Cedar Brook Financial Partners
Ohio
$7.63M +$400K +2,191 +6%
WPWM
422
Western Pacific Wealth Management
Illinois
$7.59M +$826K +4,526 +12%
AF
423
Apollon Financial
South Carolina
$7.58M -$2.72M -14,870 -26%
CFG
424
Citizens Financial Group
Rhode Island
$7.57M +$363K +1,986 +5%
PFA
425
Pathway Financial Advisors
Vermont
$7.54M +$96.1K +526 +1%
15 16
17
18 19