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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 %
CFGS
551
Concourse Financial Group Securities
Alabama
$3.59M -$135K -862 -4%
KA
552
Kovack Advisors
Florida
$3.56M -$1.3M -8,387 -27%
FI
553
Financial Insights
Washington
$3.56M -$40.3K -263 -1%
DE
554
Day & Ennis
Georgia
$3.55M -$190K -1,226 -5%
IFS
555
Intelligent Financial Strategies
Minnesota
$3.53M +$5.15K +33 +0.1%
HT
556
Heritage Trust
Oklahoma
$3.52M -$168K -1,078 -5%
FGG
557
Financial Guidance Group
Florida
$3.51M +$141K +905 +4%
TF
558
Theory Financial
Colorado
$3.51M -$91.4K -588 -3%
NAMP
559
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.5M +$58.3K +375 +2%
C1AG
560
Client 1st Advisory Group
Florida
$3.49M – – –
PSCM
561
Per Stirling Capital Management
Texas
$3.49M -$35.9K -231 -1%
FWM
562
Fairhaven Wealth Management
Illinois
$3.48M +$16.5K +106 +0.5%
VAS
563
Vestmark Advisory Solutions
Massachusetts
$3.48M +$765K +4,924 +28%
KeyBank National Association
564
KeyBank National Association
Ohio
$3.44M -$67.9K -437 -2%
TFA
565
Transamerica Financial Advisors
Florida
$3.44M -$239K -1,539 -7%
WFPG
566
Waller Financial Planning Group
Ohio
$3.41M -$23.2K -149 -0.7%
FWM
567
Forza Wealth Management
Florida
$3.41M – – –
GFPC
568
Global Financial Private Client
Florida
$3.39M -$13K -84 -0.4%
FNBOMD
569
First National Bank of Mount Dora
Florida
$3.37M +$138K +885 +4%
JFGIW
570
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.37M +$429K +2,750 +15%
GLA
571
Great Lakes Advisors
Illinois
$3.35M +$155 +1 +0%
Empower Advisory Group
572
Empower Advisory Group
Colorado
$3.33M -$34.6K -223 -1%
BIA
573
Bell Investment Advisors
California
$3.33M -$14.8K -95 -0.4%
NP
574
NorthRock Partners
Minnesota
$3.32M -$491K -3,163 -13%
FPAS
575
Focus Partners Advisor Solutions
Missouri
$3.3M -$35.4K -228 -1%
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