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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,009 hedge funds and large institutions have $34.8B invested in Vanguard Dividend Appreciation ETF in 2023 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 783 increasing their positions, 681 reducing their positions, and 45 closing their positions.

Holders
2,009
Holders Change
+195
Holders Change %
+10.75%
% of All Funds
29.46%
Holding in Top 10
256
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+8.02%
% of All Funds
3.75%
New
273
Increased
783
Reduced
681
Closed
45
Calls
$135M
Puts
$66.8M
Net Calls
+$67.8M
Net Calls Change
-$699K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.96B
2
Bank of America
2
Bank of America
North Carolina
$4.51B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$489M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$1.12B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.39B

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$231M
2
SF
2
Synovus Financial
Georgia
$12.1M
3
SIS
3
Strategic Investment Solutions
Illinois
$1.46M
4
VU
4
Valence8 US
Massachusetts
$0
5
EW
5
Evoke Wealth
California
$265K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$93.7M +$1.37M +8,061 +1%
Cerity Partners
52
Cerity Partners
New York
$93.1M +$7.34M +43,061 +9%
SFO
53
Stokes Family Office
Louisiana
$91.2M -$11.3M -66,157 -11%
DC
54
Davenport & Co
Virginia
$89M +$4.57M +26,840 +5%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$86.2M -$8.52M -50,016 -9%
AAS
56
Annex Advisory Services
Wisconsin
$85.3M -$590K -3,464 -0.7%
MML Investors Services
57
MML Investors Services
Massachusetts
$84.9M +$6.18M +36,285 +8%
CAM
58
Cresset Asset Management
Illinois
$84.5M +$8.04M +47,205 +11%
Franklin Resources
59
Franklin Resources
California
$76.3M -$1.21M -7,121 -2%
CAN
60
Cetera Advisor Networks
California
$72.9M +$659K +3,866 +0.9%
CWS
61
Confluence Wealth Services
Pennsylvania
$68M +$41.4M +242,983 +156%
PAS
62
Park Avenue Securities
New York
$66.8M -$1.25M -7,332 -2%
Jones Financial Companies
63
Jones Financial Companies
Missouri
$66.6M +$1.09M +6,418 +2%
AWS
64
Atria Wealth Solutions
New York
$66.2M +$2.41M +14,159 +4%
TPCW
65
TD Private Client Wealth
New York
$62.8M +$3.36M +19,702 +6%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$61.1M -$1.72M -10,089 -3%
HSWM
67
Hubbell Strickland Wealth Management
Louisiana
$61M +$334K +1,962 +0.6%
RA
68
Rational Advisors
New York
$60.9M -$5.56M -32,656 -8%
SAI
69
Systematic Alpha Investments
New Jersey
$60.2M – – –
PCMC
70
Paragon Capital Management (Colorado)
Colorado
$59.1M -$26.6K -156 -0%
KAS
71
Kestra Advisory Services
Texas
$58.2M +$2.31M +13,570 +4%
PWA
72
Provenance Wealth Advisors
Florida
$58.1M -$1.43M -8,363 -2%
HTC
73
Haverford Trust Company
Pennsylvania
$53.9M +$7.39M +43,394 +16%
BMM
74
Berkshire Money Management
Massachusetts
$53.2M -$6.52M -38,288 -11%
AO
75
Advisor OS
Illinois
$52.1M +$6.09M +35,716 +13%
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