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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 %
MOS
451
MGO One Seven
Ohio
$5.1M -$1M -6,447 -16%
GBWM
452
Granite Bay Wealth Management
New Hampshire
$5.08M +$5.08M +31,313 New
Koshinski Asset Management
453
Koshinski Asset Management
Illinois
$5.07M +$192K +1,238 +4%
BEC
454
Blue Edge Capital
Virginia
$5.06M +$1.63M +10,500 +48%
CCWA
455
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5M -$1.37M -8,846 -22%
CAG
456
Csenge Advisory Group
Florida
$4.99M -$470K -3,022 -9%
HL
457
HeadInvest LLC
Maine
$4.99M +$116K +750 +2%
CFO
458
CVA Family Office
Colorado
$4.97M -$25.2K -162 -0.5%
MGIA
459
Moneta Group Investment Advisors
Missouri
$4.96M -$267K -1,717 -5%
FAP
460
Financial Advisory Partners
Florida
$4.94M -$118K -762 -2%
TVAMP
461
Tennessee Valley Asset Management Partners
Tennessee
$4.93M -$14.9K -96 -0.3%
GFS
462
GYL Financial Synergies
Connecticut
$4.92M -$12.1M -77,598 -71%
SDH
463
Sloy Dahl & Holst
Washington
$4.91M +$51.1K +329 +1%
FA
464
Flagstar Advisors
New York
$4.9M -$4.53K -29 -0.1%
DAS
465
Dynamic Advisor Solutions
Arizona
$4.89M -$103K -664 -2%
DA
466
Detalus Advisors
Missouri
$4.84M +$133K +858 +3%
GC
467
Gibson Capital
Pennsylvania
$4.81M – – –
CFP
468
Curran Financial Partners
South Carolina
$4.8M +$133K +855 +3%
CFG
469
Citizens Financial Group
Rhode Island
$4.79M +$263K +1,685 +6%
HWM
470
Howard Wealth Management
Connecticut
$4.77M -$40.9K -263 -0.9%
CAC
471
Certified Advisory Corp
Florida
$4.76M +$137K +879 +3%
ACM
472
Arcataur Capital Management
Wisconsin
$4.76M +$3.11K +20 +0.1%
AP
473
Arlington Partners
Alabama
$4.76M -$18.4M -118,284 -79%
AT
474
Arlington Trust
Alabama
$4.76M +$4.76M +30,609 New
KIM
475
Karpus Investment Management
New York
$4.75M -$16.1M -103,405 -77%
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