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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 %
Financial Engines Advisors
601
Financial Engines Advisors
California
$3.1M +$122K +784 +4%
RWMH
602
Riverpoint Wealth Management Holdings
Illinois
$3.1M +$9.48K +61 +0.3%
BCI
603
Brinker Capital Investments
Pennsylvania
$3.09M +$37.4K +241 +1%
OPS
604
Orion Portfolio Solutions
Nebraska
$3.09M +$37.4K +241 +1%
WWA
605
WCG Wealth Advisors
Nevada
$3.08M +$3.08M +19,833 New
PWM
606
Perigon Wealth Management
California
$3.07M -$166K -1,071 -5%
PCA
607
Pallas Capital Advisors
Massachusetts
$3.06M +$407K +2,681 +15%
Millennium Management
608
Millennium Management
New York
$3.06M -$7.83M -50,371 -72%
BFA
609
Benedict Financial Advisors
Georgia
$3.06M +$46K +296 +2%
CAM
610
Columbia Asset Management
Michigan
$3.05M -$16.8K -108 -0.5%
AIFAIM
611
American Institute for Advanced Investment Management
Arizona
$3.05M -$31.2K -201 -1%
KJWM
612
Kiley Juergens Wealth Management
Washington
$3.04M +$2.02K +13 +0.1%
CAM
613
CPA Asset Management
Florida
$3.02M -$4.66K -30 -0.2%
Jane Street
614
Jane Street
New York
$3.02M +$2.7M +17,374 +846%
KWM
615
Kaydan Wealth Management
Michigan
$3.01M -$15.7K -101 -0.5%
JWM
616
JGP Wealth Management
Oregon
$3M -$297K -1,914 -9%
BBWP
617
Beacon Bridge Wealth Partners
Pennsylvania
$3M +$44K +283 +1%
SLT
618
St Louis Trust
Missouri
$2.99M – – –
IWM
619
IHT Wealth Management
Illinois
$2.98M +$127K +815 +4%
SIC
620
Salem Investment Counselors
North Carolina
$2.97M +$76.5K +490 +3%
CIM
621
Corda Investment Management
Texas
$2.97M -$82.2K -529 -3%
MSA
622
Marino Stram & Associates
Massachusetts
$2.97M +$348K +2,240 +13%
TVWM
623
Tower View Wealth Management
Wisconsin
$2.96M -$35.1K -226 -1%
USAA
624
United Services Automobile Association
Texas
$2.95M -$266K -1,714 -8%
CB
625
Commerce Bank
Missouri
$2.93M -$110K -710 -4%
23 24
25
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