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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 %
WPC
676
Wedmont Private Capital
Pennsylvania
$3.17M +$85.2K +474 +3%
BCP
677
Blue Chip Partners
Michigan
$3.16M +$48.2K +264 +2%
PCM
678
Parsons Capital Management
Rhode Island
$3.16M +$254K +1,390 +9%
AWM
679
Atticus Wealth Management
Florida
$3.12M +$47.5K +260 +2%
GA
680
GSG Advisors
New Jersey
$3.12M -$603K -3,352 -16%
NFG
681
Nations Financial Group
Iowa
$3.1M +$325K +1,777 +12%
SMAM
682
Sugar Maple Asset Management
Wisconsin
$3.09M +$3.09M +16,938 New
GCL
683
Gouws Capital LLC
North Carolina
$3.09M -$25.6K -140 -0.8%
WWWM
684
White Wing Wealth Management
Texas
$3.09M +$3.09M +17,013 New
TF
685
Trek Financial
Arizona
$3.08M +$434K +2,375 +16%
SQA
686
Simon Quick Advisors
New Jersey
$3.08M -$265K -1,452 -8%
PFA
687
Pathway Financial Advisers
Indiana
$3.06M +$338K +1,853 +12%
CA
688
CGN Advisors
Kansas
$3.05M -$23.6K -129 -0.8%
FWM
689
FMA Wealth Management
Massachusetts
$3.04M +$47.7K +261 +2%
PCA
690
Pallas Capital Advisors
Massachusetts
$3.03M +$73.8K +404 +2%
CWM
691
Centurion Wealth Management
Virginia
$3.03M -$110K -603 -4%
VHAM
692
Van Hulzen Asset Management
California
$3.03M -$51.9K -284 -2%
FF
693
Farrell Financial
New York
$3.02M -$107K -584 -3%
TGAM
694
TBH Global Asset Management
Tennessee
$3.01M -$1.32M -7,244 -31%
MFA
695
Mayflower Financial Advisors
Massachusetts
$3.01M -$67.2K -368 -2%
USAA
696
United Services Automobile Association
Texas
$2.99M -$205K -1,123 -6%
BFA
697
Beacon Financial Advisory
Ohio
$2.97M -$13.5K -74 -0.5%
WSFS
698
Wilmington Savings Fund Society
Delaware
$2.97M +$2.97M +16,253 New
WWA
699
WCG Wealth Advisors
Nevada
$2.95M -$758K -4,149 -20%
WAG
700
Winthrop Advisory Group
Massachusetts
$2.95M -$47.3K -259 -2%
26 27
28
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