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 %
CPC
551
Consolidated Planning Corp
Georgia
$4.73M -$56.6K -310 -1%
WFA
552
Wade Financial Advisory
California
$4.71M -$88.6K -485 -2%
MAWAG
553
Mid-American Wealth Advisory Group
Missouri
$4.7M +$257K +1,410 +6%
CSPIA
554
Cary Street Partners Investment Advisory
Virginia
$4.68M -$585K -3,202 -11%
IA
555
Insight Advisors
Pennsylvania
$4.68M -$1.59M -8,700 -25%
MCM
556
Morton Capital Management
California
$4.64M -$18.6K -102 -0.4%
FCAS
557
First Command Advisory Services
Texas
$4.62M -$827K -4,527 -15%
LP
558
LGL Partners
Pennsylvania
$4.59M +$12.6K +69 +0.3%
MG
559
MilWealth Group
Wisconsin
$4.56M -$285K -1,559 -6%
DA
560
Detalus Advisors
Missouri
$4.48M -$81.6K -447 -2%
NAMP
561
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.48M +$194K +1,060 +5%
CWM
562
CIBC World Markets
New York
$4.46M +$3.67M +20,101 +463%
SCI
563
S&CO Inc
Massachusetts
$4.44M – – –
IFO
564
Independent Family Office
New York
$4.43M – – –
STA
565
Summit Trail Advisors
New York
$4.4M +$1.69M +9,234 +62%
TA
566
TFB Advisors
Kansas
$4.4M +$640K +3,670 +17%
LCS
567
Levin Capital Strategies
New York
$4.39M +$913 +5 +0%
WAL
568
W Advisors LLC
Tennessee
$4.36M – – –
MIM
569
Miller Investment Management
Pennsylvania
$4.35M – – –
SIA
570
SkyView Investment Advisors
New Jersey
$4.35M -$358K -1,958 -8%
KeyBank National Association
571
KeyBank National Association
Ohio
$4.26M +$168K +921 +4%
CCA
572
Cora Capital Advisors
New Jersey
$4.25M +$110K +603 +3%
FI
573
Financial Insights
Washington
$4.24M – – –
FL
574
FreeGulliver LLC
Louisiana
$4.24M +$107K +585 +3%
HC
575
Hoese & Co
Minnesota
$4.23M -$159K -893 -4%
21 22
23
24 25