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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 %
AWM
651
Atticus Wealth Management
Florida
$2.67M +$8.7K +56 +0.3%
TFO
652
Tarbox Family Office
California
$2.67M +$194K +1,248 +8%
MIM
653
Moseley Investment Management
Florida
$2.67M +$295K +1,900 +12%
CA
654
CGN Advisors
Kansas
$2.66M +$485K +3,121 +22%
MFA
655
Mayflower Financial Advisors
Massachusetts
$2.64M -$360K -2,320 -12%
WAG
656
Winthrop Advisory Group
Massachusetts
$2.63M +$129K +828 +5%
MWM
657
Mascoma Wealth Management
New Hampshire
$2.62M -$8.7K -56 -0.3%
NAS
658
Nicolet Advisory Services
Wisconsin
$2.62M +$4.16K +27 +0.2%
NFG
659
Nations Financial Group
Iowa
$2.62M -$140K -902 -5%
NSB
660
Norway Savings Bank
Maine
$2.61M +$118K +757 +5%
RFC
661
Regions Financial Corp
Alabama
$2.61M +$23.5K +151 +0.9%
MAS
662
Madden Advisory Services
Florida
$2.59M +$936K +6,026 +57%
VHAM
663
Van Hulzen Asset Management
California
$2.58M +$135K +867 +6%
LSIA
664
LaSalle St. Investment Advisors
Illinois
$2.57M +$75.8K +488 +3%
TF
665
Trek Financial
Arizona
$2.56M -$201K -1,296 -7%
WPC
666
Wedmont Private Capital
Pennsylvania
$2.56M +$1.3M +8,322 +103%
LSPW
667
Lake Street Private Wealth
Illinois
$2.55M +$7.96K +51 +0.3%
LFP
668
Leeward Financial Partners
Washington
$2.54M +$4.66K +30 +0.2%
CWM
669
Centurion Wealth Management
Virginia
$2.53M +$208K +1,339 +9%
CCA
670
Conservest Capital Advisors
Pennsylvania
$2.53M +$89.3K +575 +4%
VBWMG
671
Von Berge Wealth Management Group
California
$2.53M -$11.7K -75 -0.5%
HWM
672
Hohimer Wealth Management
Washington
$2.52M -$1M -6,460 -28%
NRI
673
NFP Retirement Inc
California
$2.51M -$42.3K -272 -2%
BFA
674
Beacon Financial Advisory
Ohio
$2.51M +$3.89K +25 +0.2%
EWM
675
Elmwood Wealth Management
California
$2.5M -$40.4K -260 -2%
25 26
27
28 29