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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 %
SLT
651
St Louis Trust
Missouri
$3.43M – – –
JBA
652
Johnson Bixby & Associates
Washington
$3.39M -$66.7K -365 -2%
CAM
653
CPA Asset Management
Florida
$3.39M +$4.93K +27 +0.1%
JFG
654
JMG Financial Group
Illinois
$3.39M -$86.9K -476 -3%
TC
655
Trilogy Capital
California
$3.38M -$47.3K -259 -1%
CIC
656
Cutler Investment Counsel
Oregon
$3.37M +$59K +323 +2%
NSB
657
Norway Savings Bank
Maine
$3.37M +$49.7K +272 +1%
SWMG
658
Sard Wealth Management Group
Georgia
$3.35M +$151K +826 +5%
BFA
659
Benedict Financial Advisors
Georgia
$3.34M -$248K -1,359 -7%
FSA
660
Fort Sheridan Advisors
Illinois
$3.31M +$478K +2,619 +17%
MCCA
661
Mill Creek Capital Advisors
Pennsylvania
$3.31M -$11.7K -64 -0.4%
VBWMG
662
Von Berge Wealth Management Group
California
$3.31M +$184K +1,005 +6%
BJL
663
Brighton Jones LLC
Washington
$3.3M -$17.9K -98 -0.5%
SCM
664
Spreng Capital Management
Ohio
$3.29M +$609K +3,337 +23%
FMN
665
Financial Management Network
California
$3.29M -$39.4K -221 -1%
EFG
666
Ehrlich Financial Group
California
$3.29M -$207K -1,133 -6%
EFG
667
Embree Financial Group
Illinois
$3.28M -$75.1K -411 -2%
PAMG
668
Patton Albertson Miller Group
Tennessee
$3.27M -$156K -854 -5%
MIM
669
Moseley Investment Management
Florida
$3.26M -$110K -603 -3%
PPP
670
Private Portfolio Partners
New Jersey
$3.22M -$28.7K -157 -0.9%
SCA
671
St. Clair Advisors
Ohio
$3.2M +$730 +4 +0%
CG
672
Caprock Group
Idaho
$3.19M +$228K +1,251 +8%
TFO
673
Tarbox Family Office
California
$3.18M +$9.68K +53 +0.3%
AFP
674
Ausdal Financial Partners
Iowa
$3.17M +$371K +2,034 +13%
KWM
675
Keating Wealth Management
Colorado
$3.17M +$166K +907 +6%
25 26
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