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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.

Holders
1,814
Holders Change
+31
Holders Change %
+1.74%
% of All Funds
28.93%
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
1
Bank of America
North Carolina
$3.58B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$118M
3
MCM
3
MAI Capital Management
Ohio
$109M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$280M
5
SIS
5
Strategic Investment Solutions
Illinois
$33.6M

Top Sellers

1
Citigroup
1
Citigroup
New York
$27.4M
2
Charles Schwab
2
Charles Schwab
California
$147M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$302M
4
BFS
4
Bard Financial Services
Connecticut
$0
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$303M
Name Market Value Shares Shares
Change 		Shares
Change %
JIC
26
Joel Isaacson & Co
New York
$161M 1,038,171 +24,820 +2%
Corient Private Wealth
27
Corient Private Wealth
Florida
$158M 1,019,240 -118,638 -10%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$154M 993,983 +65,850 +7%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$152M 942,627 -9,581 -1%
Creative Planning
30
Creative Planning
Kansas
$151M 971,389 +192,408 +25%
Stifel Financial
31
Stifel Financial
Missouri
$151M 970,792 +71,323 +8%
AL
32
Aspiriant LLC
California
$148M 950,052 -1,050 -0.1%
Charles Schwab
33
Charles Schwab
California
$147M 947,161 -533,900 -36%
Brown Advisory
34
Brown Advisory
Maryland
$140M 903,091 -7,162 -0.8%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$138M 888,627 +20,413 +2%
CG
36
Colony Group
Massachusetts
$133M 854,648 -11,360 -1%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$118M 761,954 +531,311 +230%
LNC
38
Lincoln National Corp
Pennsylvania
$116M 743,568 +21,243 +3%
William Blair & Company
39
William Blair & Company
Illinois
$110M 705,919 +38,002 +6%
MCM
40
MAI Capital Management
Ohio
$109M 703,643 +233,283 +50%
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$103M 665,777 +2,663 +0.4%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$103M 664,701 -13,220 -2%
NHC
43
Nicholas Hoffman & Company
Georgia
$100M 643,682 +112,527 +21%
Goldman Sachs
44
Goldman Sachs
New York
$98.2M 631,855 +45,737 +8%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$93.5M 601,696 +77,055 +15%
SFO
46
Stokes Family Office
Louisiana
$93.5M 601,628 -73,003 -11%
GT
47
Glenmede Trust
Pennsylvania
$92.4M 594,808 -4,241 -0.7%
NFC
48
Northeast Financial Consultants
Connecticut
$91.9M 591,372 +17,025 +3%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$86.3M 555,723 +22,120 +4%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$85.7M 551,367 +27,534 +5%
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