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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 %
FNT
801
First National Trust
Pennsylvania
$1.67M -$3.26K -21 -0.2%
FFS
802
Founders Financial Securities
Maryland
$1.65M +$665K +4,278 +67%
SAA
803
Southeast Asset Advisors
Georgia
$1.64M +$155 +1 +0%
MF
804
Meridian Financial
Massachusetts
$1.64M – – –
AP
805
Advisors Preferred
Maryland
$1.64M -$4.51M -29,124 -73%
TFS
806
Thoroughbred Financial Services
Tennessee
$1.63M +$213K +1,370 +15%
AL
807
ACAS LLC
California
$1.63M +$32.8K +211 +2%
VFPI
808
Vantage Financial Partners (Illinois)
Illinois
$1.62M +$151K +973 +10%
MFG
809
Merit Financial Group
Georgia
$1.62M -$71.6K -461 -4%
CFO
810
Collective Family Office
Pennsylvania
$1.62M -$14.3K -92 -0.9%
CFCI
811
Comprehensive Financial Consultants Institutional
Indiana
$1.61M +$9.63K +62 +0.6%
DWM
812
Defined Wealth Management
Oregon
$1.61M +$7.61K +49 +0.5%
CIAS
813
Capital Investment Advisory Services
North Carolina
$1.61M +$350K +2,250 +28%
TCMP
814
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.6M -$61.4K -395 -4%
EA
815
Eudaimonia Advisors
Tennessee
$1.6M +$83.3K +536 +5%
BF
816
BOK Financial
Oklahoma
$1.6M – – –
TAM
817
Townsend Asset Management
North Carolina
$1.59M +$6.53K +42 +0.4%
APW
818
Acima Private Wealth
Virginia
$1.59M – – –
WAM
819
WNY Asset Management
New York
$1.57M +$717K +4,617 +84%
MA
820
MONECO Advisors
Connecticut
$1.57M +$16.8K +108 +1%
CAG
821
Curtis Advisory Group
California
$1.57M +$1.57M +10,078 New
TA
822
TFG Advisers
Michigan
$1.56M +$24.6K +158 +2%
MRI
823
Mad River Investors
Massachusetts
$1.56M – – –
PTC
824
Private Trust Company
Ohio
$1.54M +$415K +2,670 +37%
BAG
825
Bridgewealth Advisory Group
California
$1.54M +$346K +2,225 +29%
31 32
33
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