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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 %
CIBC World Market
451
CIBC World Market
Ontario, Canada
$6.75M +$654K +3,580 +11%
SW
452
StrongBox Wealth
Missouri
$6.71M -$526K -2,882 -7%
RWA
453
Rooted Wealth Advisors
Illinois
$6.69M +$232K +1,288 +4%
MFS
454
McNamara Financial Services
Massachusetts
$6.69M -$178K -975 -3%
PFS
455
Prospera Financial Services
Texas
$6.66M +$6.58K +36 +0.1%
BCWM
456
Bartlett & Co Wealth Management
Ohio
$6.63M +$317K +1,738 +5%
BA
457
Brightwater Advisory
Florida
$6.58M -$104K -569 -2%
SC
458
Savant Capital
Illinois
$6.56M -$52.6K -288 -0.8%
MFA
459
McClarren Financial Advisors
Pennsylvania
$6.52M +$16.4K +90 +0.3%
WCG
460
Weaver Consulting Group
California
$6.51M +$144K +789 +2%
HCM
461
Hollencrest Capital Management
California
$6.51M +$26.7K +146 +0.4%
ODA
462
One Degree Advisors
California
$6.45M -$23.6K -129 -0.4%
GWSG
463
GPS Wealth Strategies Group
Colorado
$6.43M -$1.67M -9,155 -21%
BW
464
BIP Wealth
Georgia
$6.42M -$485K -2,655 -7%
IWC
465
Integrated Wealth Concepts
Massachusetts
$6.41M +$6.94K +38 +0.1%
MSWM
466
McGlone Suttner Wealth Management
Wisconsin
$6.35M -$63.7K -349 -1%
DAS
467
Dynamic Advisor Solutions
Arizona
$6.33M +$407K +2,231 +7%
Bessemer Group
468
Bessemer Group
New Jersey
$6.31M +$766K +4,195 +14%
HL
469
HeadInvest LLC
Maine
$6.3M +$165K +902 +3%
OAJ
470
Ogorek Anthony Joseph
New York
$6.29M -$227K -1,241 -3%
WANY
471
Wealthspire Advisors (New York)
New York
$6.26M -$797K -4,364 -11%
GLA
472
Good Life Advisors
Pennsylvania
$6.26M +$660K +3,614 +12%
DI
473
DAGCO Inc
Ohio
$6.26M +$6.26M +34,261 New
Prudential Financial
474
Prudential Financial
New Jersey
$6.2M -$2.65M -14,521 -30%
SDH
475
Sloy Dahl & Holst
Washington
$6.19M +$186K +1,017 +3%
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