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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 %
SSWM
726
Smith Salley Wealth Management
North Carolina
$2.13M -$25.8K -166 -1%
SCG
727
Sonata Capital Group
Washington
$2.11M -$16.3K -105 -0.8%
HIA
728
Harbor Investment Advisory
Maryland
$2.1M -$21.3K -137 -1%
SA
729
SRH Advisors
Kansas
$2.1M -$7.61K -49 -0.4%
Betterment LLC
730
Betterment LLC
New York
$2.05M +$138K +887 +7%
FCP
731
Fidelis Capital Partners
Florida
$2.04M -$1.15M -7,394 -36%
BCM
732
Becker Capital Management
Oregon
$2.04M – – –
ZF
733
Zhang Financial
Michigan
$2.02M -$29.9K -192 -1%
JPLA
734
Joseph P. Lucia & Associates
New York
$2.01M -$8.39K -54 -0.4%
OLA
735
Oliver Luxxe Assets
New Jersey
$2M -$146K -938 -7%
LSA
736
Lion Street Advisors
Texas
$2M +$900K +5,794 +82%
MA
737
MKT Advisors
California
$2M -$24.2K -156 -1%
NWMG
738
National Wealth Management Group
Ohio
$1.99M -$29.1K -187 -1%
AWM
739
Accel Wealth Management
Iowa
$1.98M +$506K +3,259 +34%
BCMLT
740
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.98M – – –
I
741
INVST
Indiana
$1.98M +$913K +5,876 +86%
TA
742
TrueWealth Advisors
Alabama
$1.97M -$19.9K -128 -1%
FNBT
743
FineMark National Bank & Trust
Florida
$1.97M -$172K -1,110 -8%
WBCM
744
Wilson & Boucher Capital Management
California
$1.96M +$39.9K +257 +2%
RWA
745
Ropes Wealth Advisors
Massachusetts
$1.95M -$139K -895 -7%
CA
746
Continuum Advisory
Idaho
$1.95M -$28.3K -182 -1%
FIA
747
Foundations Investment Advisors
Arizona
$1.94M +$157K +1,010 +9%
CGA
748
Crescent Grove Advisors
Illinois
$1.93M +$156 +1 +0%
9WM
749
9258 Wealth Management
Ohio
$1.93M +$22.8K +147 +1%
RMCM
750
Reynders McVeigh Capital Management
Massachusetts
$1.93M -$48.6K -313 -2%
28 29
30
31 32