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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,814 hedge funds and large institutions have $28.2B invested in Vanguard Dividend Appreciation ETF in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 750 increasing their positions, 637 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
+31
Holders Change %
+1.74%
% of All Funds
28.92%
Holding in Top 10
237
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.47%
% of All Funds
3.78%
New
116
Increased
750
Reduced
637
Closed
67
Calls
$106M
Puts
$37.1M
Net Calls
+$68.5M
Net Calls Change
-$11.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$83.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$82.6M
3
MCM
MAI Capital Management
Ohio
+$36.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$33.2M
5
SIS
Strategic Investment Solutions
Illinois
+$33.2M

Top Sellers

1
Citigroup
Citigroup
New York
-$429M
2
Charles Schwab
Charles Schwab
California
-$82.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$54M
4
BFS
Bard Financial Services
Connecticut
-$47.1M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
DOA
526
D'Orazio & Associates
Virginia
$3.99M -$89.8K -578 -2%
MCM
527
Morton Capital Management
California
$3.99M -$27.7K -178 -0.7%
KFP
528
KB Financial Partners
New Jersey
$3.95M – – –
LEFP
529
Leading Edge Financial Planning
Tennessee
$3.94M -$893K -5,746 -18%
AWA
530
Acorn Wealth Advisors
Michigan
$3.93M +$61.5K +396 +2%
CA
531
CSM Advisors
Pennsylvania
$3.92M +$140K +900 +4%
GWP
532
Gateway Wealth Partners
Wisconsin
$3.91M +$628K +4,044 +19%
PJSIMP
533
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.9M +$347K +2,243 +10%
SAM
534
Secure Asset Management
Michigan
$3.89M -$84.4K -543 -2%
FWIA
535
Fort Washington Investment Advisors
Ohio
$3.85M +$145K +930 +4%
RWP
536
Ridgecrest Wealth Partners
California
$3.8M +$7.3K +47 +0.2%
HC
537
Hoese & Co
Minnesota
$3.8M -$73.5K -473 -2%
SCI
538
S&CO Inc
Massachusetts
$3.78M – – –
IFO
539
Independent Family Office
New York
$3.77M -$16.9K -109 -0.4%
SIAG
540
Safeguard Investment Advisory Group
California
$3.76M -$271K -1,743 -7%
LCS
541
Levin Capital Strategies
New York
$3.73M +$777 +5 +0%
PSP
542
Principal Street Partners
Tennessee
$3.72M +$1.87M +12,016 +101%
AAS
543
Asset Allocation Strategies
Michigan
$3.71M +$569K +3,663 +18%
WAL
544
W Advisors LLC
Tennessee
$3.7M +$92K +592 +3%
AAP
545
Arax Advisory Partners
Colorado
$3.7M +$1.61M +10,380 +77%
SSWM
546
Sheets Smith Wealth Management
North Carolina
$3.69M -$103K -660 -3%
TFGT
547
TS Financial Group (TSFG)
Illinois
$3.66M +$340K +2,186 +10%
GHA
548
GW Henssler & Associates
Georgia
$3.65M -$93.1K -599 -2%
GWAG
549
Garrett Wealth Advisory Group
Texas
$3.63M -$6.68K -43 -0.2%
PCMF
550
Private Capital Management (Florida)
Florida
$3.63M -$110K -711 -3%
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