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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 %
PCG
501
Prosperity Consulting Group
Maryland
$5.59M +$5.27M +28,877 +1,687%
VAS
502
Vestmark Advisory Solutions
Massachusetts
$5.58M +$1.11M +6,078 +25%
MBT
503
Montecito Bank & Trust
California
$5.52M -$651K -3,564 -11%
ACM
504
Arcataur Capital Management
Wisconsin
$5.48M -$92.4K -506 -2%
FA
505
Flagstar Advisors
New York
$5.46M +$87.7K +480 +2%
AAS
506
Asset Allocation Strategies
Michigan
$5.45M +$287K +1,573 +6%
BRG
507
Bay Rivers Group
Virginia
$5.45M -$50.4K -276 -0.9%
IP
508
Investment Partners
Ohio
$5.45M +$82.9K +454 +2%
GC
509
Gibson Capital
Pennsylvania
$5.43M – – –
TCOV
510
Trust Company of Vermont
Vermont
$5.42M +$145K +793 +3%
MWA
511
Moser Wealth Advisors
Washington
$5.41M +$289K +1,585 +6%
RMDI
512
R.M. Davis Inc
Maine
$5.4M -$1.34M -7,324 -20%
PTC
513
Philadelphia Trust Company
Pennsylvania
$5.36M -$10.4K -57 -0.2%
HWM
514
Howard Wealth Management
Connecticut
$5.32M -$196K -1,075 -4%
IWM
515
IHT Wealth Management
Illinois
$5.32M +$1.83M +10,004 +52%
CSB
516
City State Bank
Iowa
$5.3M +$564K +3,089 +12%
CCWA
517
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.29M -$885K -4,845 -14%
SSWG
518
Seven Springs Wealth Group
Tennessee
$5.29M -$913 -5 -0%
WKWM
519
Walter & Keenan Wealth Management
Indiana
$5.23M +$1.19M +6,504 +29%
KA
520
Kovack Advisors
Florida
$5.23M -$20.3K -111 -0.4%
KFGK
521
Keystone Financial Group (Kentucky)
Kentucky
$5.23M +$200K +1,094 +4%
JE
522
JMAC Enterprises
Pennsylvania
$5.21M +$110K +600 +2%
RBFC
523
Roman Butler Fullerton & Co
Missouri
$5.2M +$146K +831 +3%
AI
524
Atria Investments
North Carolina
$5.19M -$103K -565 -2%
CFO
525
Colony Family Offices
North Carolina
$5.18M +$35.2K +193 +0.7%
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