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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 %
SWPG
576
Strategic Wealth Partners Group
Illinois
$4.2M +$163K +892 +4%
GFPC
577
Global Financial Private Client
Florida
$4.16M +$22.9K +126 +0.6%
CFGS
578
Concourse Financial Group Securities
Alabama
$4.16M +$47.5K +260 +1%
IFS
579
Intelligent Financial Strategies
Minnesota
$4.13M +$1.64K +9 +0%
FCA
580
FLC Capital Advisors
California
$4.1M -$610K -3,341 -13%
FGG
581
Financial Guidance Group
Florida
$4.09M +$13.7K +75 +0.3%
PSCM
582
Per Stirling Capital Management
Texas
$4.09M -$23.2K -127 -0.6%
SMG
583
Smart Money Group
Texas
$4.09M -$477K -2,725 -10%
PCMF
584
Private Capital Management (Florida)
Florida
$4.08M -$142K -779 -3%
BIM
585
Breakwater Investment Management
Washington
$4.08M +$4.08M +22,320 New
C1AG
586
Client 1st Advisory Group
Florida
$4.06M – – –
NIWA
587
New Insight Wealth Advisors
California
$4.05M -$42.7K -234 -1%
FFA
588
Farther Finance Advisors
California
$4.05M +$347K +1,913 +9%
FNBOMD
589
First National Bank of Mount Dora
Florida
$4.02M +$64.8K +355 +2%
TF
590
Theory Financial
Colorado
$3.98M -$234K -1,283 -6%
VFPW
591
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.98M +$121K +662 +3%
AFM
592
Abbot Financial Management
Massachusetts
$3.97M +$67K +367 +2%
PFS
593
Prospect Financial Services
New York
$3.95M +$289K +1,581 +8%
SIC
594
Salem Investment Counselors
North Carolina
$3.94M +$267K +1,461 +7%
GWA
595
Gratus Wealth Advisors
Virginia
$3.93M -$3.15M -18,133 -44%
HT
596
Heritage Trust
Oklahoma
$3.91M -$21.2K -116 -0.5%
SPC
597
Spirepoint Private Client
Florida
$3.9M +$3.9M +21,376 New
BIA
598
Bell Investment Advisors
California
$3.89M -$13.3K -73 -0.3%
Empower Advisory Group
599
Empower Advisory Group
Colorado
$3.89M +$27.6K +151 +0.7%
FWM
600
Forza Wealth Management
Florida
$3.88M – – –
22 23
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