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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 %
BWM
476
Benchmark Wealth Management
Connecticut
$6.18M +$41.8K +229 +0.7%
WIM
477
Westside Investment Management
California
$6.12M -$58.4K -320 -0.9%
CPA
478
Cardiff Park Advisors
California
$6.11M +$9.31K +51 +0.2%
FPCG
479
Forum Private Client Group
Indiana
$6.08M -$635K -3,477 -9%
SFS
480
Sowell Financial Services
Arkansas
$6.05M -$351K -1,923 -5%
RFA
481
Resurgent Financial Advisors
Georgia
$6.02M +$3.18M +17,424 +112%
P
482
&Partners
Tennessee
$5.94M +$1.67M +9,143 +39%
CAG
483
Csenge Advisory Group
Florida
$5.92M +$117K +638 +2%
DFA
484
DHJJ Financial Advisors
Illinois
$5.9M -$27.4K -150 -0.5%
MW
485
Marcum Wealth
Ohio
$5.85M +$158K +867 +3%
RCA
486
Ranch Capital Advisors
Florida
$5.82M -$33.6K -184 -0.6%
CAC
487
Certified Advisory Corp
Florida
$5.81M +$165K +906 +3%
PA
488
Pinnacle Associates
New York
$5.81M +$531K +2,906 +10%
BEC
489
Blue Edge Capital
Virginia
$5.81M -$74.3K -407 -1%
MWA
490
Muirfield Wealth Advisors
North Carolina
$5.78M -$10.2K -56 -0.2%
CCFM
491
Clear Creek Financial Management
Washington
$5.77M +$3.52M +19,330 +156%
TVAMP
492
Tennessee Valley Asset Management Partners
Tennessee
$5.71M -$5.91M -32,349 -51%
CFP
493
Curran Financial Partners
South Carolina
$5.7M +$40.2K +220 +0.7%
TIAA Trust, National Association
494
TIAA Trust, National Association
North Carolina
$5.65M +$448K +2,455 +9%
FWA
495
FSC Wealth Advisors
New York
$5.63M -$242K -1,324 -4%
SW
496
SkyOak Wealth
Michigan
$5.63M +$48.4K +265 +0.9%
CAM
497
Councilmark Asset Management
Tennessee
$5.63M +$5.63M +30,820 New
GWANC
498
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.6M +$427K +2,339 +8%
DOA
499
D'Orazio & Associates
Virginia
$5.6M -$1.08M -5,920 -16%
FAP
500
Financial Advisory Partners
Florida
$5.59M -$602K -3,296 -10%
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