VIG icon

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 %
TFA
676
Tobias Financial Advisors
Florida
$2.49M +$155 +1 +0%
WFA
677
Wellspring Financial Advisors
Ohio
$2.48M +$1.87K +12 +0.1%
PB
678
Pinnacle Bancorp
Nebraska
$2.46M -$60.3K -388 -2%
USCWA
679
U.S. Capital Wealth Advisors
Texas
$2.46M +$24.4K +157 +1%
SFG
680
Sunburst Financial Group
Alabama
$2.45M -$4.51K -29 -0.2%
GA
681
GSG Advisors
New Jersey
$2.45M +$2.45M +15,747 New
CF
682
Centaurus Financial
California
$2.44M +$14.3K +92 +0.6%
LWMNY
683
Landmark Wealth Management (New York)
New York
$2.41M +$2.41M +15,492 New
RFA
684
Resurgent Financial Advisors
Georgia
$2.4M +$117K +751 +5%
AAG
685
Armstrong Advisory Group
Massachusetts
$2.4M -$82.5K -531 -3%
OCG
686
Opus Capital Group
Ohio
$2.4M -$3.89K -25 -0.2%
LWCFA
687
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.39M -$176K -1,125 -7%
SHFA
688
SC&H Financial Advisors
Maryland
$2.39M -$21.9K -141 -0.9%
SWM
689
SeaCrest Wealth Management
New York
$2.39M +$94K +605 +4%
PCM
690
Parsons Capital Management
Rhode Island
$2.38M +$50K +322 +2%
CHA
691
Carmichael Hill & Associates
Maryland
$2.38M +$181K +1,168 +8%
RG
692
Retirement Group
California
$2.37M -$11.5K -74 -0.5%
ACP
693
Aviance Capital Partners
Florida
$2.37M -$541K -3,483 -19%
AFP
694
Ausdal Financial Partners
Iowa
$2.35M +$34.5K +222 +1%
CNBTD
695
Citizens National Bank Trust Department
Mississippi
$2.33M -$46.9K -302 -2%
LW
696
Linscomb Wealth
Texas
$2.32M +$7.15K +46 +0.3%
WP
697
WealthSource Partners
California
$2.31M -$13.2K -85 -0.6%
FSA
698
Fort Sheridan Advisors
Illinois
$2.3M +$4.51K +29 +0.2%
PVAMC
699
PPS&V Asset Management Consultants
Michigan
$2.3M -$596K -3,838 -21%
GC
700
Grimes & Company
Massachusetts
$2.3M -$10.3K -66 -0.4%
26 27
28
29 30