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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 %
IWP
426
IAG Wealth Partners
Wisconsin
$7.51M -$509K -2,786 -6%
AWA
427
Arete Wealth Advisors
Illinois
$7.51M +$451K +2,472 +6%
KCPG
428
Kavar Capital Partners Group
Kansas
$7.47M -$8.07M -44,181 -52%
FPAS
429
Focus Partners Advisor Solutions
Missouri
$7.43M +$3.68M +20,145 +98%
SWM
430
Spire Wealth Management
Virginia
$7.4M -$34.9K -191 -0.5%
RSWM
431
Robertson Stephens Wealth Management
California
$7.37M +$226K +1,235 +3%
MGIA
432
Moneta Group Investment Advisors
Missouri
$7.26M +$2.12M +11,625 +41%
PFA
433
Plotkin Financial Advisors
Maryland
$7.21M +$174K +951 +2%
CFA
434
CWS Financial Advisors
Michigan
$7.2M +$106K +583 +2%
AWM
435
Aberdeen Wealth Management
Illinois
$7.2M +$155K +850 +2%
CAL
436
Capital Analysts LLC
Pennsylvania
$7.14M -$127K -695 -2%
LGWM
437
Litman Gregory Wealth Management
California
$7.13M – – –
FBB
438
Fulton Breakefield Broenniman
Maryland
$7.03M -$59.7K -327 -0.8%
NG
439
Northstar Group
New York
$7M +$75.4K +413 +1%
Envestnet Portfolio Solutions
440
Envestnet Portfolio Solutions
Illinois
$6.96M +$213K +1,169 +3%
SPC
441
Sigma Planning Corp
Michigan
$6.92M +$3.7M +20,280 +115%
FAIM
442
Financial Advocates Investment Management
Washington
$6.86M +$72.7K +398 +1%
RMAM
443
Raab & Moskowitz Asset Management
New Jersey
$6.82M -$63.5K -348 -0.9%
HWMG
444
Hurlow Wealth Management Group
Indiana
$6.82M -$166K -911 -2%
SL
445
Stevard LLC
Illinois
$6.81M – – –
Koshinski Asset Management
446
Koshinski Asset Management
Illinois
$6.8M +$119K +651 +2%
HNB
447
Huntington National Bank
Ohio
$6.79M -$6.11M – –
CA
448
Cambridge Advisors
Nebraska
$6.78M -$27.4K -150 -0.4%
LWL
449
Leo Wealth LLC
Texas
$6.77M +$220K +1,207 +3%
NL
450
NWAM LLC
Washington
$6.76M +$131K +731 +2%
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