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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,042 hedge funds and large institutions have $34.5B invested in Vanguard Dividend Appreciation ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 690 increasing their positions, 780 reducing their positions, and 73 closing their positions.

Holders
2,042
Holders Change
+16
Holders Change %
+0.79%
% of All Funds
29.71%
Holding in Top 10
229
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-6.53%
% of All Funds
3.33%
New
123
Increased
690
Reduced
780
Closed
73
Calls
$90.6M
Puts
$12.4M
Net Calls
+$78.3M
Net Calls Change
+$4.06M

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$237M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.64B
3
HWM
3
HB Wealth Management
Georgia
$850M
4
LPL Financial
4
LPL Financial
California
$1B
5
Bank of America
5
Bank of America
North Carolina
$3.95B

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$22.6M
2
Wells Fargo
2
Wells Fargo
California
$1.86B
3
LNC
3
Lincoln National Corp
Pennsylvania
$98.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$319M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.23B
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$202M -$15.6M -85,504 -7%
Stifel Financial
27
Stifel Financial
Missouri
$183M -$389K -2,129 -0.2%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$181M -$2.04M -11,195 -1%
Truist Financial
29
Truist Financial
North Carolina
$181M -$6.39M -34,992 -3%
AL
30
Aspiriant LLC
California
$177M +$1.15M +6,312 +0.7%
Creative Planning
31
Creative Planning
Kansas
$176M -$3.39M -18,550 -2%
Corient Private Wealth
32
Corient Private Wealth
Florida
$175M +$3.99M +21,852 +2%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$172M +$23.6M +129,297 +16%
Brown Advisory
34
Brown Advisory
Maryland
$162M +$1.91M +10,436 +1%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$162M -$825K -4,481 -0.5%
MCM
36
MAI Capital Management
Ohio
$162M +$3.5M +19,200 +2%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$152M +$290K +1,591 +0.2%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$151M +$2.17M +11,864 +1%
WA
39
Waverly Advisors
Alabama
$145M +$4.67M +25,566 +3%
NHC
40
Nicholas Hoffman & Company
Georgia
$134M +$665K +3,644 +0.5%
Goldman Sachs
41
Goldman Sachs
New York
$132M +$3.91M +21,407 +3%
RPGK
42
Retirement Planning Group (Kansas)
Kansas
$125M +$2.89M +15,807 +2%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$124M -$6.53M -35,761 -5%
NFC
44
Northeast Financial Consultants
Connecticut
$124M +$3.89M +21,308 +3%
William Blair & Company
45
William Blair & Company
Illinois
$121M -$2.37M -12,987 -2%
GT
46
Glenmede Trust
Pennsylvania
$117M -$250K -1,370 -0.2%
Charles Schwab
47
Charles Schwab
California
$115M -$4.46M -24,435 -4%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$112M +$2.27M +12,458 +2%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$108M -$5.26M -28,837 -5%
Cerity Partners
50
Cerity Partners
New York
$106M +$6.35M +34,771 +6%
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