VIG icon

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 %
WGC
526
Watts Gwilliam & Co
Arizona
$5.17M +$5.17M +28,464 New
AWA
527
Amplius Wealth Advisors
Pennsylvania
$5.16M -$802K -4,394 -13%
WFPG
528
Waller Financial Planning Group
Ohio
$5.11M +$695K +3,807 +16%
HPC
529
HM Payson & Co
Maine
$5.09M +$123K +675 +2%
PFG
530
Pinnacle Financial Group
Illinois
$5.09M +$118K +648 +2%
BA
531
Bridgewater Advisors
New York
$5.09M +$4.57K +25 +0.1%
GHA
532
GW Henssler & Associates
Georgia
$5.08M +$489K +2,679 +11%
SCA
533
STALEY CAPITAL ADVISERS
Pennsylvania
$5.07M -$13.9K -76 -0.3%
HA
534
Hofer & Associates
California
$5.06M +$153K +838 +3%
ODIJL
535
One Day In July LLC
Vermont
$5.06M +$149K +814 +3%
H
536
HoyleCohen
California
$5.02M +$3.65K +20 +0.1%
SSI
537
Scott & Selber Inc
Texas
$5.01M -$33.4K -183 -0.7%
WCM
538
WealthBridge Capital Management
Ohio
$4.99M +$151K +827 +3%
GFS
539
GYL Financial Synergies
Connecticut
$4.96M -$105K -574 -2%
IAG
540
Investment Advisory Group
Massachusetts
$4.93M +$140K +768 +3%
CA
541
CSM Advisors
Pennsylvania
$4.88M +$329K +1,800 +7%
AWM
542
AE Wealth Management
Kansas
$4.87M -$18.1M -99,016 -79%
SIA
543
Schechter Investment Advisors
Michigan
$4.87M +$3.69M +20,193 +312%
VCA
544
Verdence Capital Advisors
Maryland
$4.86M -$15.5K -85 -0.3%
RCA
545
Riverview Capital Advisers
Massachusetts
$4.85M +$105K +574 +2%
RWP
546
Ridgecrest Wealth Partners
California
$4.84M +$261K +1,427 +6%
TWP
547
Tempus Wealth Planning
California
$4.84M -$38.3K -210 -0.8%
OPW
548
Oxler Private Wealth
New York
$4.8M -$35.2K -193 -0.7%
SFC
549
Strategic Financial Concepts
Texas
$4.8M +$4.25M +23,282 +778%
AWA
550
Acorn Wealth Advisors
Michigan
$4.76M +$72.1K +395 +2%
20 21
22
23 24