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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 %
GL
601
Graypoint LLC
New York
$3.88M -$16.4K -90 -0.4%
Financial Engines Advisors
602
Financial Engines Advisors
California
$3.87M -$161K -883 -4%
SIAG
603
Safeguard Investment Advisory Group
California
$3.87M -$362K -1,981 -9%
FA
604
Fortis Advisors
Pennsylvania
$3.86M +$13.7K +75 +0.4%
MSA
605
Marino Stram & Associates
Massachusetts
$3.86M +$146K +802 +4%
CPA
606
Capital Performance Advisors
California
$3.85M +$3.85M +21,093 New
TC
607
TownSquare Capital
Utah
$3.84M +$724K +3,962 +23%
Mirae Asset Global Investments
608
Mirae Asset Global Investments
South Korea
$3.83M -$329K -1,800 -8%
AFO
609
Arrowroot Family Office
California
$3.83M +$45.3K +248 +1%
CAAM
610
Cornerstone Advisors Asset Management
Pennsylvania
$3.82M – – –
HIP
611
HUB Investment Partners
Texas
$3.81M +$261K +1,427 +7%
OFS
612
OneAscent Financial Services
Alabama
$3.8M -$120K -658 -3%
FWIA
613
Fort Washington Investment Advisors
Ohio
$3.77M -$98.4K -539 -3%
GWAG
614
Garrett Wealth Advisory Group
Texas
$3.77M -$280K -1,536 -7%
BOH
615
Bank of Hawaii
Hawaii
$3.76M – – –
D
616
Dentgroup
Louisiana
$3.72M +$5.48K +30 +0.1%
PJSIMP
617
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.7M +$306K +1,678 +9%
AIC
618
Archer Investment Corporation
Indiana
$3.69M -$180K -986 -5%
CW
619
Channel Wealth
California
$3.68M -$207K -1,135 -5%
CCA
620
Conservest Capital Advisors
Pennsylvania
$3.67M -$934K -5,117 -20%
RWMH
621
Riverpoint Wealth Management Holdings
Illinois
$3.67M -$2.19K -12 -0.1%
FWM
622
Fonville Wealth Management
Virginia
$3.66M -$183 -1 -0%
MAM
623
Mainsail Asset Management
Alabama
$3.66M +$5.66K +31 +0.2%
DJSG
624
D.J. St. Germain
Massachusetts
$3.66M -$10.2K -56 -0.3%
LNWWM
625
Laird Norton Wetherby Wealth Management
California
$3.65M +$6.21K +34 +0.2%
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25
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