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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 %
MGIA
776
Matthew Goff Investment Advisor
Texas
$1.76M -$39.9K -257 -2%
TCM
777
Tandem Capital Management
New Jersey
$1.76M +$4.66K +30 +0.3%
WCM
778
Windham Capital Management
Massachusetts
$1.75M – – –
BAM
779
BOS Asset Management
Illinois
$1.75M -$283K -1,822 -14%
CL
780
Choreo LLC
Illinois
$1.74M -$131K -840 -7%
B
781
Bridgeworth
Alabama
$1.74M -$46.1K -297 -3%
KFA
782
Kelleher Financial Advisors
New York
$1.73M +$26.7K +172 +2%
SFC
783
Strategic Financial Concepts
Texas
$1.73M +$43.2K +278 +3%
PGWM
784
Pitti Group Wealth Management
New York
$1.72M -$110K -706 -6%
PCI
785
Planning Center Inc
Illinois
$1.72M -$30.9K -199 -2%
CHJWM
786
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.72M -$15.3K -100 -0.9%
AWM
787
Aries Wealth Management
Maine
$1.72M +$31.9K +203 +2%
HH
788
Hilltop Holdings
Texas
$1.72M +$1.43M +9,204 +501%
MC
789
Miramar Capital
Illinois
$1.71M -$78.9K -508 -4%
JCM
790
Jacobi Capital Management
Pennsylvania
$1.71M +$781K +5,028 +84%
ACA
791
Atlas Capital Advisors
Wyoming
$1.7M -$83.1K -535 -5%
WAM
792
Weinberger Asset Management
California
$1.7M +$51.4K +331 +3%
LA
793
Latitude Advisors
Florida
$1.69M +$932 +6 +0.1%
EWM
794
Evercore Wealth Management
New York
$1.69M +$9.63K +62 +0.6%
GGS
795
Galvin Gaustad & Stein
Arizona
$1.68M +$47.1K +303 +3%
NSAM
796
North Star Asset Management
Wisconsin
$1.68M +$388K +2,498 +30%
ICM
797
IMS Capital Management
Oregon
$1.68M +$209K +1,345 +14%
BAM
798
BTS Asset Management
Massachusetts
$1.68M -$1.84M -11,812 -52%
HFS
799
HBC Financial Services
Washington
$1.67M -$20.2K -130 -1%
WB
800
West Bancorporation
Iowa
$1.67M -$23K -148 -1%
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