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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 %
BJL
626
Brighton Jones LLC
Washington
$2.9M +$207K +1,332 +8%
TC
627
Trilogy Capital
California
$2.9M -$97.9K -630 -3%
EAM
628
Evanson Asset Management
California
$2.89M +$254K +1,637 +10%
LHEI
629
Leo H. Evart Inc
California
$2.87M -$277K -1,781 -9%
FFA
630
Farther Finance Advisors
California
$2.86M +$1.65M +10,590 +135%
Renaissance Technologies
631
Renaissance Technologies
New York
$2.84M -$1.12M -7,200 -28%
HIP
632
HUB Investment Partners
Texas
$2.84M +$49.6K +319 +2%
CIC
633
Cutler Investment Counsel
Oregon
$2.83M +$48.1K +308 +2%
GCL
634
Gouws Capital LLC
North Carolina
$2.83M – – –
MCCA
635
Mill Creek Capital Advisors
Pennsylvania
$2.83M – – –
BWM
636
Baron Wealth Management
Michigan
$2.81M +$11.8K +76 +0.4%
FDDB
637
Fidelity D&D Bancorp
Pennsylvania
$2.81M +$2.81M +18,059 New
PAMG
638
Patton Albertson Miller Group
Tennessee
$2.8M +$427K +2,748 +18%
PFGIA
639
Patriot Financial Group Insurance Agency
Massachusetts
$2.8M +$75.7K +505 +3%
CBT
640
CoreFirst Bank & Trust
Kansas
$2.78M +$134K +864 +5%
SFS
641
Sowell Financial Services
Arkansas
$2.77M -$221K -1,412 -7%
SSB
642
Sandy Spring Bank
Maryland
$2.76M -$316K -2,036 -10%
WSFS
643
Wilmington Savings Fund Society
Delaware
$2.75M -$231K -1,484 -8%
PPP
644
Private Portfolio Partners
New Jersey
$2.75M +$50.8K +327 +2%
RWIA
645
Roger Wittlin Investment Advisory
California
$2.74M -$53.8K -346 -2%
JFG
646
JMG Financial Group
Illinois
$2.73M +$74.4K +479 +3%
SCA
647
St. Clair Advisors
Ohio
$2.72M +$777 +5 +0%
WJWM
648
Williams Jones Wealth Management
New York
$2.72M -$183K -1,176 -6%
TP
649
Tranquility Partners
Tennessee
$2.72M -$163K -1,052 -6%
CPIG
650
Chicago Partners Investment Group
Illinois
$2.71M -$119K -781 -4%
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