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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,026 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, 755 reducing their positions, and 94 closing their positions.

Holders
2,026
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
755
Closed
94
Calls
$125M
Puts
$50.6M
Net Calls
+$74.2M
Net Calls Change
+$6.37M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$646M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$149M
3
HWM
3
HB Wealth Management
Georgia
$814M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.58B
5
AAS
5
Annex Advisory Services
Wisconsin
$164M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.15B
2
Bank of America
2
Bank of America
North Carolina
$3.92B
3
Truist Financial
3
Truist Financial
North Carolina
$187M
4
Charles Schwab
4
Charles Schwab
California
$120M
5
AWM
5
Apollon Wealth Management
South Carolina
$11.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$110M 600,574 -20,883 -3%
PAG
52
Private Advisor Group
New Jersey
$102M 556,294 +6,695 +1%
Cerity Partners
53
Cerity Partners
New York
$99.5M 547,080 +686 +0.1%
PWP
54
Perfromance Wealth Partners
Illinois
$99.3M 543,708 -7,993 -1%
SFO
55
Stokes Family Office
Louisiana
$97.6M 534,328 -1,143 -0.2%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$97.4M 533,479 +27,772 +5%
MML Investors Services
57
MML Investors Services
Massachusetts
$93.3M 510,664 +12,576 +3%
DC
58
Davenport & Co
Virginia
$92.1M 504,476 -18,059 -3%
CAM
59
Cresset Asset Management
Illinois
$91.4M 500,256 +4,225 +0.9%
CWS
60
Confluence Wealth Services
Pennsylvania
$86.6M 474,402 +75,407 +19%
Franklin Resources
61
Franklin Resources
California
$80.2M 439,201 -8,462 -2%
CAN
62
Cetera Advisor Networks
California
$79.9M 437,576 +9,529 +2%
Jones Financial Companies
63
Jones Financial Companies
Missouri
$78.6M 430,595 +39,672 +10%
AWS
64
Atria Wealth Solutions
New York
$76.4M 418,131 +29,388 +8%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$75.7M 413,646 +54,794 +15%
TPCW
66
TD Private Client Wealth
New York
$71.9M 393,919 +25,599 +7%
KAS
67
Kestra Advisory Services
Texas
$65.9M 360,988 +19,448 +6%
HSWM
68
Hubbell Strickland Wealth Management
Louisiana
$65.3M 357,368 -634 -0.2%
SAI
69
Systematic Alpha Investments
New Jersey
$64.5M 353,000 – –
PCMC
70
Paragon Capital Management (Colorado)
Colorado
$63.2M 345,927 -674 -0.2%
HTC
71
Haverford Trust Company
Pennsylvania
$61.4M 336,364 +20,187 +6%
PWA
72
Provenance Wealth Advisors
Florida
$60.5M 331,496 -9,561 -3%
PAS
73
Park Avenue Securities
New York
$59.2M 323,913 -67,854 -17%
RA
74
Rational Advisors
New York
$58.5M 320,269 -36,935 -10%
3F
75
360 Financial
Minnesota
$57.7M 315,908 +12,668 +4%
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