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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 %
CCM
626
Cambridge Capital Management
Illinois
$3.64M -$30.9K -169 -0.8%
CBT
627
CoreFirst Bank & Trust
Kansas
$3.62M -$27.2K -149 -0.7%
SFG
628
Seamount Financial Group
Colorado
$3.62M +$146K +799 +4%
NPFS
629
Novak & Powell Financial Services
Florida
$3.62M -$183 -1 -0%
KJWM
630
Kiley Juergens Wealth Management
Washington
$3.61M -$14.6K -80 -0.4%
BFA
631
Buttonwood Financial Advisors
Maryland
$3.61M -$38.3K -210 -1%
EAM
632
Evanson Asset Management
California
$3.6M +$199K +1,091 +6%
MAS
633
Madden Advisory Services
Florida
$3.59M -$80.7K -442 -2%
FMII
634
Farmers & Merchants Investments Inc
Nebraska
$3.58M -$48.2K -264 -1%
COCM
635
Charter Oak Capital Management
New Hampshire
$3.58M -$80.2K -439 -2%
FDCDDQ
636
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.56M -$2.6M -14,264 -42%
NFA
637
Northwest Financial Advisors
Virginia
$3.56M +$427K +2,339 +14%
KWM
638
Kaydan Wealth Management
Michigan
$3.55M +$40.9K +224 +1%
AIFAIM
639
American Institute for Advanced Investment Management
Arizona
$3.54M -$36.2K -198 -1%
SAM
640
Secure Asset Management
Michigan
$3.52M -$975K -5,340 -22%
TVWM
641
Tower View Wealth Management
Wisconsin
$3.52M -$37.1K -203 -1%
PSP
642
Principal Street Partners
Tennessee
$3.52M +$1.33M +7,323 +61%
PFGIA
643
Patriot Financial Group Insurance Agency
Massachusetts
$3.52M +$160K +907 +5%
KIA
644
KCM Investment Advisors
California
$3.51M -$26.7K -146 -0.8%
PWM
645
Power Wealth Management
Georgia
$3.5M -$553K -3,029 -14%
CIM
646
Corda Investment Management
Texas
$3.5M +$62.3K +341 +2%
PI
647
PFG Investments
New York
$3.47M +$2.06M +11,255 +145%
CB
648
Commerce Bank
Missouri
$3.46M +$154K +841 +5%
CAM
649
Columbia Asset Management
Michigan
$3.44M +$1.53K +9 +0%
BWM
650
Baron Wealth Management
Michigan
$3.44M -$45.8K -251 -1%
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