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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
28.93%
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
1
Bank of America
North Carolina
$3.58B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$118M
3
MCM
3
MAI Capital Management
Ohio
$109M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$280M
5
SIS
5
Strategic Investment Solutions
Illinois
$33.6M

Top Sellers

1
Citigroup
1
Citigroup
New York
$27.4M
2
Charles Schwab
2
Charles Schwab
California
$147M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$302M
4
BFS
4
Bard Financial Services
Connecticut
$0
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
51
Perfromance Wealth Partners
Illinois
$85.1M +$910K +5,854 +1%
PAG
52
Private Advisor Group
New Jersey
$84.1M +$2.79M +17,961 +3%
AAS
53
Annex Advisory Services
Wisconsin
$78.3M -$393K -2,528 -0.5%
Cerity Partners
54
Cerity Partners
New York
$78.2M +$18M +116,037 +30%
DC
55
Davenport & Co
Virginia
$77M +$4.79M +30,847 +7%
WA
56
Waverly Advisors
Alabama
$76.7M +$3.9M +25,086 +5%
MML Investors Services
57
MML Investors Services
Massachusetts
$71.8M +$3.13M +20,161 +5%
Franklin Resources
58
Franklin Resources
California
$70.7M +$2.47M +15,899 +4%
CAM
59
Cresset Asset Management
Illinois
$70.1M +$802K +5,135 +1%
CAN
60
Cetera Advisor Networks
California
$65.9M +$12.1M +77,770 +22%
PAS
61
Park Avenue Securities
New York
$62M +$668K +4,301 +1%
RA
62
Rational Advisors
New York
$60.6M -$1.49M -9,593 -2%
Jones Financial Companies
63
Jones Financial Companies
Missouri
$59.7M +$740K +4,763 +1%
SF
64
Synovus Financial
Georgia
$58.4M -$2.12M -13,620 -3%
AWS
65
Atria Wealth Solutions
New York
$58.3M +$346K +2,221 +0.6%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$57.3M -$1.32M -8,488 -2%
HSWM
67
Hubbell Strickland Wealth Management
Louisiana
$55.3M +$415K +2,672 +0.8%
SAI
68
Systematic Alpha Investments
New Jersey
$54.8M – – –
BMM
69
Berkshire Money Management
Massachusetts
$54.5M -$15.2M -97,841 -22%
PWA
70
Provenance Wealth Advisors
Florida
$54.3M +$54.3M +349,420 New
TPCW
71
TD Private Client Wealth
New York
$54.2M +$4.22M +27,185 +8%
PCMC
72
Paragon Capital Management (Colorado)
Colorado
$53.9M +$1.23M +7,928 +2%
BPA
73
Beacon Pointe Advisors
California
$53.4M +$7.09M +45,651 +15%
KAS
74
Kestra Advisory Services
Texas
$51M -$917K -5,900 -2%
3F
75
360 Financial
Minnesota
$46.8M +$442K +2,854 +1%
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3
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