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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 %
Susquehanna International Group
726
Susquehanna International Group
Pennsylvania
$2.75M -$2.06M -11,303 -43%
CF
727
Cantor Fitzgerald
New York
$2.74M +$2.74M +15,000 New
RG
728
Retirement Group
California
$2.72M -$55.1K -302 -2%
WFA
729
Wellspring Financial Advisors
Ohio
$2.71M +$2.01K +11 +0.1%
CF
730
Centaurus Financial
California
$2.69M -$92.4K -506 -3%
LWCFA
731
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.69M +$11.9K +68 +0.4%
RFC
732
Regions Financial Corp
Alabama
$2.69M -$329K -1,799 -11%
SFG
733
Sunburst Financial Group
Alabama
$2.69M -$169K -932 -6%
AR
734
Advisory Research
Illinois
$2.66M – – –
GLA
735
Great Lakes Advisors
Illinois
$2.65M -$178K -976 -6%
AAG
736
Armstrong Advisory Group
Massachusetts
$2.64M – – –
OCG
737
Opus Capital Group
Ohio
$2.63M -$177K -967 -6%
SIG
738
Stonegate Investment Group
Alabama
$2.63M +$9.86K +54 +0.4%
AAP
739
Arax Advisory Partners
Colorado
$2.63M -$1.7M -9,293 -39%
LW
740
Linscomb Wealth
Texas
$2.61M -$86K -471 -3%
CNBTD
741
Citizens National Bank Trust Department
Mississippi
$2.59M -$139K -760 -5%
CL
742
Choreo LLC
Illinois
$2.59M -$184K -1,005 -7%
SWM
743
Schwallier Wealth Management
Michigan
$2.59M -$136K -747 -5%
ZF
744
Zhang Financial
Michigan
$2.56M +$190K +1,041 +8%
FDDB
745
Fidelity D&D Bancorp
Pennsylvania
$2.56M +$10.4K +57 +0.4%
DFG
746
Dupree Financial Group
Kentucky
$2.55M +$78.5K +430 +3%
SCG
747
Sonata Capital Group
Washington
$2.54M – – –
AF
748
Affiance Financial
Minnesota
$2.54M -$26.8K -147 -1%
BAM
749
Belpointe Asset Management
Nevada
$2.54M -$134K -734 -5%
KFA
750
Kelleher Financial Advisors
New York
$2.53M +$490K +2,685 +24%
28 29
30
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