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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,026 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, 755 reducing their positions, and 94 closing their positions.

Holders
2,026
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
755
Closed
94
Calls
$125M
Puts
$50.6M
Net Calls
+$74.2M
Net Calls Change
+$6.37M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$646M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$149M
3
HWM
3
HB Wealth Management
Georgia
$814M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.58B
5
AAS
5
Annex Advisory Services
Wisconsin
$164M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.15B
2
Bank of America
2
Bank of America
North Carolina
$3.92B
3
Truist Financial
3
Truist Financial
North Carolina
$187M
4
Charles Schwab
4
Charles Schwab
California
$120M
5
AWM
5
Apollon Wealth Management
South Carolina
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$187M -$99.4M -544,485 -35%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$184M -$8.48M -46,447 -4%
Stifel Financial
28
Stifel Financial
Missouri
$183M -$4.14M -22,649 -2%
Creative Planning
29
Creative Planning
Kansas
$179M -$11.8M -64,639 -6%
AL
30
Aspiriant LLC
California
$176M -$1.94M -10,604 -1%
Corient Private Wealth
31
Corient Private Wealth
Florida
$171M -$16.7M -91,251 -9%
AAS
32
Annex Advisory Services
Wisconsin
$164M +$72.7M +398,116 +80%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$161M -$2.32M -12,710 -1%
Brown Advisory
34
Brown Advisory
Maryland
$161M +$2.35M +12,863 +1%
MCM
35
MAI Capital Management
Ohio
$158M +$23.2M +127,236 +17%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$152M -$5.89M -32,260 -4%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$149M +$124M +679,010 +506%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$148M +$2.72M +14,899 +2%
LNC
39
Lincoln National Corp
Pennsylvania
$141M +$2.87M +15,743 +2%
WA
40
Waverly Advisors
Alabama
$141M +$38.7M +211,811 +38%
NHC
41
Nicholas Hoffman & Company
Georgia
$134M +$1.7M +9,300 +1%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$130M +$19.3M +105,763 +17%
Goldman Sachs
43
Goldman Sachs
New York
$129M +$5.81M +31,803 +5%
William Blair & Company
44
William Blair & Company
Illinois
$123M -$4.28M -23,411 -3%
RPGK
45
Retirement Planning Group (Kansas)
Kansas
$122M -$867K -4,747 -0.7%
Charles Schwab
46
Charles Schwab
California
$120M -$96.9M -530,793 -45%
NFC
47
Northeast Financial Consultants
Connecticut
$120M +$6.4M +35,054 +6%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$119M -$5.4M -29,546 -4%
GT
49
Glenmede Trust
Pennsylvania
$117M +$31.8K +174 +0%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$113M -$4.31M -23,578 -4%
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