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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 %
SW
701
SteelPeak Wealth
California
$2.29M +$683K +4,371 +42%
STA
702
Summit Trail Advisors
New York
$2.28M -$89.3K -572 -4%
CG
703
Caprock Group
Idaho
$2.27M +$11.7K +75 +0.5%
BAM
704
Belpointe Asset Management
Nevada
$2.27M -$178K -1,147 -7%
MHS
705
M Holdings Securities
Oregon
$2.27M +$2.27M +14,591 New
AR
706
Advisory Research
Illinois
$2.26M -$577K -3,715 -20%
BCP
707
Blue Chip Partners
Michigan
$2.26M -$14K -90 -0.6%
CGPCS
708
Capital Group Private Client Services
California
$2.25M +$432K +2,779 +24%
PFA
709
Pathway Financial Advisers
Indiana
$2.24M +$2.24M +14,432 New
SIG
710
Stonegate Investment Group
Alabama
$2.22M +$3.73K +24 +0.2%
SM
711
Sweeney & Michel
California
$2.22M -$8.37K -53 -0.4%
MSAM
712
Moloney Securities Asset Management
Missouri
$2.22M +$41.2K +265 +2%
LRPA
713
L. Roy Papp & Associates
Arizona
$2.21M +$125K +802 +6%
PBF
714
Petix & Botte Financial
California
$2.19M +$622 +4 +0%
AF
715
Affiance Financial
Minnesota
$2.18M – – –
SPA
716
Sentinel Pension Advisors
Massachusetts
$2.18M +$10.1K +65 +0.5%
SWA
717
Sax Wealth Advisors
New Jersey
$2.18M +$127K +816 +6%
FPB
718
First PREMIER Bank
South Dakota
$2.17M +$94.9K +611 +5%
FT
719
Fiduciary Trust
Massachusetts
$2.16M +$28.6K +184 +1%
SFA
720
Sequoia Financial Advisors
Ohio
$2.14M -$1.24K -8 -0.1%
RW
721
RVW Wealth
California
$2.14M -$61.7K -397 -3%
BWM
722
Baystate Wealth Management
Massachusetts
$2.14M -$71.9K -463 -3%
LA
723
LexAurum Advisors
Kansas
$2.14M +$32.9K +212 +2%
SRWM
724
Shira Ridge Wealth Management
California
$2.14M +$155K +1,000 +8%
TAM
725
Tocqueville Asset Management
New York
$2.13M +$9.79K +63 +0.5%
27 28
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