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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 %
FPB
751
First PREMIER Bank
South Dakota
$2.52M -$7.31K -40 -0.3%
EWA
752
Exencial Wealth Advisors
Oklahoma
$2.51M -$80.5K -441 -3%
TAM
753
Tocqueville Asset Management
New York
$2.49M +$183 +1 +0%
RA
754
RFG Advisory
Alabama
$2.48M +$326K +1,784 +15%
HIA
755
Harbor Investment Advisory
Maryland
$2.47M +$33.6K +184 +1%
SA
756
SRH Advisors
Kansas
$2.46M – – –
SFA
757
Sequoia Financial Advisors
Ohio
$2.44M -$8.22K -45 -0.3%
LSIA
758
LaSalle St. Investment Advisors
Illinois
$2.43M -$451K -2,477 -16%
SRWM
759
Shira Ridge Wealth Management
California
$2.43M -$97.2K -532 -4%
PVAMC
760
PPS&V Asset Management Consultants
Michigan
$2.42M -$285K -1,562 -11%
BBHC
761
Brown Brothers Harriman & Co
New York
$2.41M +$369K +2,020 +18%
KWS
762
Keystone Wealth Services
California
$2.4M +$1.73M +9,487 +258%
WBCM
763
Wilson & Boucher Capital Management
California
$2.39M +$82.4K +451 +4%
LA
764
LexAurum Advisors
Kansas
$2.39M -$95.1K -521 -4%
CSC
765
Caldwell Sutter Capital
California
$2.38M +$74.5K +408 +3%
SSWM
766
Smith Salley Wealth Management
North Carolina
$2.38M +$1.1K +6 +0%
FA
767
FC Advisory
Pennsylvania
$2.37M -$22.1K -121 -0.9%
HP
768
Holistic Planning
Texas
$2.36M +$43.3K +237 +2%
AWM
769
Accel Wealth Management
Iowa
$2.36M +$22.8K +125 +1%
FCI
770
Financial Counselors Inc
Kansas
$2.35M +$92.6K +507 +4%
PIA
771
Perennial Investment Advisors
California
$2.33M -$7.12K -39 -0.3%
OLA
772
Oliver Luxxe Assets
New Jersey
$2.32M -$41.6K -228 -2%
9WM
773
9258 Wealth Management
Ohio
$2.32M +$64.1K +351 +3%
CGA
774
Crescent Grove Advisors
Illinois
$2.32M +$150K +822 +7%
GC
775
Grimes & Company
Massachusetts
$2.32M -$71K -389 -3%
29 30
31
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