VIG icon

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 %
BBWP
701
Beacon Bridge Wealth Partners
Pennsylvania
$2.94M -$357K -1,957 -11%
BCI
702
Brinker Capital Investments
Pennsylvania
$2.94M +$11.5K +63 +0.4%
OPS
703
Orion Portfolio Solutions
Nebraska
$2.94M +$11.5K +63 +0.4%
SP
704
Stablepoint Partners
Massachusetts
$2.92M +$550K +3,014 +23%
LRPA
705
L. Roy Papp & Associates
Arizona
$2.91M +$184K +1,006 +7%
PB
706
Pinnacle Bancorp
Nebraska
$2.91M +$5.48K +30 +0.2%
WJWM
707
Williams Jones Wealth Management
New York
$2.9M +$57.7K +316 +2%
NRI
708
NFP Retirement Inc
California
$2.9M -$1.83K -10 -0.1%
MWM
709
Moulton Wealth Management
Washington
$2.89M +$1.45M +7,962 +101%
TP
710
Tranquility Partners
Tennessee
$2.87M +$21.4K +117 +0.7%
MSAM
711
Moloney Securities Asset Management
Missouri
$2.87M +$64.3K +352 +2%
SW
712
SteelPeak Wealth
California
$2.86M +$39.1K +214 +1%
SSB
713
Sandy Spring Bank
Maryland
$2.85M +$321K +1,758 +13%
SWM
714
SeaCrest Wealth Management
New York
$2.85M +$181K +991 +7%
TFA
715
Tobias Financial Advisors
Florida
$2.85M -$20.5K -112 -0.7%
LFP
716
Leeward Financial Partners
Washington
$2.84M – – –
SWA
717
Sax Wealth Advisors
New Jersey
$2.83M +$268K +1,469 +10%
CPIG
718
Chicago Partners Investment Group
Illinois
$2.82M +$37.1K +210 +1%
LWMNY
719
Landmark Wealth Management (New York)
New York
$2.81M -$32.7K -179 -1%
CHA
720
Carmichael Hill & Associates
Maryland
$2.81M -$2.37K -13 -0.1%
TFA
721
Transamerica Financial Advisors
Florida
$2.81M -$7.49K -41 -0.3%
KWA
722
Kingswood Wealth Advisors
California
$2.78M -$1.21M -6,609 -30%
HWM
723
Hohimer Wealth Management
Washington
$2.77M -$69.9K -383 -2%
LSPW
724
Lake Street Private Wealth
Illinois
$2.77M -$43.8K -240 -2%
SHFA
725
SC&H Financial Advisors
Maryland
$2.76M +$2.01K +11 +0.1%
27 28
29
30 31