VIG icon

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 %
ATC
776
Argent Trust Co
Tennessee
$2.32M +$188K +1,028 +9%
WCFA
777
Walkner Condon Financial Advisors
Wisconsin
$2.31M +$222K +1,214 +11%
RWIA
778
Roger Wittlin Investment Advisory
California
$2.31M -$942K -5,161 -29%
FNT
779
First National Trust
Pennsylvania
$2.3M +$30.5K +167 +1%
BCM
780
Becker Capital Management
Oregon
$2.29M -$54.8K -300 -2%
JPLA
781
Joseph P. Lucia & Associates
New York
$2.29M -$1.46K -8 -0.1%
ACA
782
Atlas Capital Advisors
Wyoming
$2.28M +$145K +792 +7%
CastleKeep Investment Advisors
783
CastleKeep Investment Advisors
Connecticut
$2.28M -$43.3K -237 -2%
ACP
784
Aviance Capital Partners
Florida
$2.28M +$69K +378 +3%
USCWA
785
U.S. Capital Wealth Advisors
Texas
$2.27M -$38.5K -211 -2%
HCM
786
Hall Capital Management
Rhode Island
$2.27M +$110K +603 +5%
IAIM
787
International Assets Investment Management
Florida
$2.26M +$104K +571 +5%
PFP
788
Pinnacle Financial Partners
Tennessee
$2.26M +$64.3K +352 +3%
HBW
789
Hazlett, Burt & Watson
West Virginia
$2.26M +$121K +660 +6%
PHS
790
Pekin Hardy Strauss
Illinois
$2.26M +$128K +701 +6%
DW
791
Durante & Waters
New York
$2.25M -$27.9K -153 -1%
RGC
792
Roberts, Glore & Co
Illinois
$2.25M -$2.74K -15 -0.1%
GWM
793
Geneos Wealth Management
Colorado
$2.24M -$387K -2,120 -15%
PCP
794
Proficio Capital Partners
Massachusetts
$2.24M +$6.76K +37 +0.3%
RWM
795
Ritholtz Wealth Management
New York
$2.24M +$160K +877 +8%
WIA
796
Wetzel Investment Advisors
Indiana
$2.23M -$39.1K -225 -2%
FCP
797
Fidelis Capital Partners
Florida
$2.23M -$173K -950 -7%
RMCM
798
Reynders McVeigh Capital Management
Massachusetts
$2.23M -$45.8K -251 -2%
BB
799
Busey Bank
Illinois
$2.23M -$20.3K -111 -0.9%
NSAM
800
North Star Asset Management
Wisconsin
$2.22M +$233K +1,275 +12%
30 31
32
33 34