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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 %
RMAM
426
Raab & Moskowitz Asset Management
New Jersey
$5.64M +$317K +2,042 +6%
WPWM
427
Western Pacific Wealth Management
Illinois
$5.63M +$179K +1,150 +3%
MSWM
428
McGlone Suttner Wealth Management
Wisconsin
$5.55M -$5.13K -33 -0.1%
BW
429
BIP Wealth
Georgia
$5.5M -$857K -5,514 -13%
MFA
430
McClarren Financial Advisors
Pennsylvania
$5.49M -$131K -842 -2%
MAM
431
Madison Asset Management
Wisconsin
$5.46M -$333K -2,143 -6%
HCM
432
Hollencrest Capital Management
California
$5.46M +$25.5K +164 +0.5%
WCG
433
Weaver Consulting Group
California
$5.43M -$60.1K -387 -1%
CFA
434
CWS Financial Advisors
Michigan
$5.37M +$145K +931 +3%
IIA
435
Integral Investment Advisors
California
$5.36M +$536K +3,449 +11%
IA
436
Insight Advisors
Pennsylvania
$5.35M +$134K +860 +3%
BWM
437
Benchmark Wealth Management
Connecticut
$5.31M -$1.18M -7,592 -18%
WIM
438
Westside Investment Management
California
$5.29M -$58.9K -379 -1%
MBT
439
Montecito Bank & Trust
California
$5.29M -$108K -697 -2%
BCWM
440
Bartlett & Co Wealth Management
Ohio
$5.27M – – –
BC
441
Bartlett & Co
Ohio
$5.27M – – –
RCA
442
Ranch Capital Advisors
Florida
$5.24M +$23.7K +152 +0.5%
SPC
443
Sigma Planning Corp
Michigan
$5.24M -$91.5K -589 -2%
CPA
444
Cardiff Park Advisors
California
$5.22M +$192K +1,235 +4%
EFS
445
Econ Financial Services
Pennsylvania
$5.21M +$4.62M +29,723 +775%
IWC
446
Integrated Wealth Concepts
Massachusetts
$5.2M +$265K +1,705 +5%
GRP
447
Global Retirement Partners
California
$5.16M +$58.7K +381 +1%
DFA
448
DHJJ Financial Advisors
Illinois
$5.16M -$94.8K -610 -2%
AWA
449
Amplius Wealth Advisors
Pennsylvania
$5.16M -$212K -1,365 -4%
RWA
450
Rooted Wealth Advisors
Illinois
$5.13M +$613K +3,783 +14%
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