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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,009 hedge funds and large institutions have $34.8B invested in Vanguard Dividend Appreciation ETF in 2023 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 783 increasing their positions, 681 reducing their positions, and 45 closing their positions.

Holders
2,009
Holders Change
+195
Holders Change %
+10.75%
% of All Funds
29.46%
Holding in Top 10
256
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+8.02%
% of All Funds
3.75%
New
273
Increased
783
Reduced
681
Closed
45
Calls
$135M
Puts
$66.8M
Net Calls
+$67.8M
Net Calls Change
-$699K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.96B
2
Bank of America
2
Bank of America
North Carolina
$4.51B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$489M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$1.12B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.39B

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$231M
2
SF
2
Synovus Financial
Georgia
$12.1M
3
SIS
3
Strategic Investment Solutions
Illinois
$1.46M
4
VU
4
Valence8 US
Massachusetts
$0
5
EW
5
Evoke Wealth
California
$265K
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$202M +$41M +240,572 +25%
JIC
27
Joel Isaacson & Co
New York
$181M +$4.38M +25,686 +2%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$179M -$589K -3,454 -0.3%
Creative Planning
29
Creative Planning
Kansas
$179M +$13M +76,214 +8%
Corient Private Wealth
30
Corient Private Wealth
Florida
$175M +$1.53M +8,996 +0.9%
Stifel Financial
31
Stifel Financial
Missouri
$175M +$9.66M +56,694 +6%
AL
32
Aspiriant LLC
California
$166M +$3.91M +22,956 +2%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$153M -$7.63M -44,690 -5%
Brown Advisory
34
Brown Advisory
Maryland
$148M -$6.29M -36,916 -4%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$147M -$4.44M -26,030 -3%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$136M +$5.89M +34,572 +5%
LNC
37
Lincoln National Corp
Pennsylvania
$129M +$2.39M +14,014 +2%
MCM
38
MAI Capital Management
Ohio
$126M +$6.07M +35,627 +5%
NHC
39
Nicholas Hoffman & Company
Georgia
$123M +$13.5M +79,388 +12%
William Blair & Company
40
William Blair & Company
Illinois
$119M -$1.44M -8,439 -1%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$116M +$116M +681,364 New
Goldman Sachs
42
Goldman Sachs
New York
$114M +$6.83M +40,084 +6%
RPGK
43
Retirement Planning Group (Kansas)
Kansas
$114M +$966K +5,671 +0.9%
GT
44
Glenmede Trust
Pennsylvania
$109M +$8.08M +47,395 +8%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$109M -$3.9M -22,905 -3%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$106M +$3.37M +19,761 +3%
NFC
47
Northeast Financial Consultants
Connecticut
$106M +$4.91M +28,797 +5%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$104M +$9.71M +56,985 +10%
WA
49
Waverly Advisors
Alabama
$95.3M +$11.2M +65,502 +13%
PWP
50
Perfromance Wealth Partners
Illinois
$94M +$686K +4,028 +0.7%
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