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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 %
SAS
751
Stelac Advisory Services
New York
$1.93M +$1.82M +11,707 +1,656%
BB
752
Busey Bank
Illinois
$1.92M -$10.1K -65 -0.5%
IIC
753
Ironwood Investment Counsel
Arizona
$1.92M +$53K +341 +3%
RGC
754
Roberts, Glore & Co
Illinois
$1.91M -$9.48K -61 -0.5%
RC
755
Roundview Capital
New Jersey
$1.91M -$5.13K -33 -0.3%
PIA
756
Perennial Investment Advisors
California
$1.9M +$1.09K +7 +0.1%
FCI
757
Financial Counselors Inc
Kansas
$1.89M +$105K +675 +6%
RRA
758
Round Rock Advisors
Connecticut
$1.89M -$1.4K -9 -0.1%
RA
759
RFG Advisory
Alabama
$1.89M +$170K +1,097 +10%
PCP
760
Proficio Capital Partners
Massachusetts
$1.88M +$543K +3,494 +40%
PHS
761
Pekin Hardy Strauss
Illinois
$1.88M +$23.6K +152 +1%
GWM
762
Geneos Wealth Management
Colorado
$1.87M -$248K -1,595 -12%
BBHC
763
Brown Brothers Harriman & Co
New York
$1.87M +$367K +2,359 +24%
SCM
764
Spreng Capital Management
Ohio
$1.86M +$436K +2,809 +31%
CSC
765
Caldwell Sutter Capital
California
$1.85M +$260K +1,671 +16%
PFP
766
Pinnacle Financial Partners
Tennessee
$1.85M -$100K -646 -5%
CPIA
767
Cornell Pochily Investment Advisors
New York
$1.84M -$337K -2,170 -15%
RWM
768
Ritholtz Wealth Management
New York
$1.84M +$65.7K +423 +4%
CM
769
Cornerstone Management
Georgia
$1.83M -$35.1K -226 -2%
HCM
770
Hall Capital Management
Rhode Island
$1.82M -$1.09K -7 -0.1%
ACM
771
Advisors Capital Management
New Jersey
$1.82M +$29.2K +188 +2%
CCA
772
Childress Capital Advisors
Texas
$1.82M +$75.5K +486 +4%
FA
773
FC Advisory
Pennsylvania
$1.82M +$74.7K +481 +4%
BFIM
774
Beese Fulmer Investment Management
Ohio
$1.82M -$6.84K -44 -0.4%
HBW
775
Hazlett, Burt & Watson
West Virginia
$1.8M +$656K +4,218 +57%
29 30
31
32 33