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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 %
RRA
801
Round Rock Advisors
Connecticut
$2.22M -$20.1K -110 -0.9%
FT
802
Fiduciary Trust
Massachusetts
$2.22M -$322K -1,765 -13%
WS
803
Wedbush Securities
California
$2.21M +$354K +1,937 +19%
WAM
804
WNY Asset Management
New York
$2.2M +$8.58K +47 +0.4%
LSA
805
Lion Street Advisors
Texas
$2.19M – – –
MA
806
MKT Advisors
California
$2.19M -$93.6K -527 -4%
RC
807
Roundview Capital
New Jersey
$2.18M +$48.9K +268 +2%
BF
808
BOK Financial
Oklahoma
$2.17M +$184K +1,015 +9%
NAS
809
Nicolet Advisory Services
Wisconsin
$2.15M -$26.6K -148 -1%
BFIM
810
Beese Fulmer Investment Management
Ohio
$2.15M +$4.2K +23 +0.2%
JCM
811
Jacobi Capital Management
Pennsylvania
$2.14M -$548 -3 -0%
EWM
812
Empirical Wealth Management
Washington
$2.14M +$488K +2,675 +30%
SYBT
813
Stock Yards Bank & Trust
Kentucky
$2.14M +$602K +3,299 +39%
CPIA
814
Cornell Pochily Investment Advisors
New York
$2.14M +$39.4K +216 +2%
CCA
815
Childress Capital Advisors
Texas
$2.13M – – –
EIA
816
Eldridge Investment Advisors
New Hampshire
$2.13M – – –
X
817
Xponance
Pennsylvania
$2.13M – – –
SC
818
Sapient Capital
Indiana
$2.11M +$1.09M +5,995 +108%
ACM
819
Advisors Capital Management
New Jersey
$2.11M -$266K -1,456 -11%
KF
820
Krilogy Financial
Missouri
$2.09M +$24.1K +132 +1%
DWAM
821
Duncan Williams Asset Management
Tennessee
$2.08M +$2.08M +11,408 New
SC
822
Swan Capital
Florida
$2.08M +$446K +2,443 +27%
TA
823
TrueWealth Advisors
Alabama
$2.07M -$22.3K -122 -1%
TCM
824
Tandem Capital Management
New Jersey
$2.07M +$15.5K +85 +0.8%
SAA
825
Southeast Asset Advisors
Georgia
$2.07M +$157K +859 +8%
31 32
33
34 35