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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 %
DSC
826
Duncker Streett & Co
Missouri
$1.53M +$311 +2 +0%
CWA
827
CJM Wealth Advisers
Virginia
$1.53M – – –
WCFA
828
Walkner Condon Financial Advisors
Wisconsin
$1.52M +$123K +791 +9%
RIA
829
RPG Investment Advisory
California
$1.5M +$1.87K +12 +0.1%
DDC
830
DF Dent & Co
Maryland
$1.5M – – –
MPW
831
Monterey Private Wealth
California
$1.5M +$17.2K +111 +1%
KMWM
832
Keudell/Morrison Wealth Management
Oregon
$1.49M +$27.2K +175 +2%
ATPW
833
Ashton Thomas Private Wealth
Arizona
$1.48M -$589K -3,789 -28%
SIA
834
Sage Investment Advisers
New York
$1.47M +$71.3K +459 +5%
CB
835
Cadence Bank
Mississippi
$1.45M -$54.4K -350 -4%
AWA
836
ARQ Wealth Advisors
Arizona
$1.45M -$53.3K -343 -4%
GIA
837
Gladstone Institutional Advisory
Florida
$1.44M -$29.1K -187 -2%
AFG
838
Albion Financial Group
Utah
$1.44M +$106K +681 +8%
CT
839
Cambridge Trust
Massachusetts
$1.44M -$13.2K -85 -0.9%
PCS
840
Personal CFO Solutions
New Jersey
$1.44M +$78K +502 +6%
JGCM
841
Joseph Group Capital Management
Ohio
$1.43M +$48K +309 +3%
MWA
842
Monograph Wealth Advisors
California
$1.42M +$625 +4 +0%
CCWM
843
Cassaday & Co Wealth Management
Virginia
$1.42M +$155 +1 +0%
SYBT
844
Stock Yards Bank & Trust
Kentucky
$1.42M -$66.3K -427 -4%
CWS
845
Cypress Wealth Services
California
$1.41M -$8.39K -54 -0.6%
SIG
846
Spinnaker Investment Group
California
$1.39M -$8.08K -52 -0.6%
VFIC
847
Valley Forge Investment Consultants
Pennsylvania
$1.38M -$42.6K -274 -3%
EWM
848
Empirical Wealth Management
Washington
$1.38M -$27.7K -178 -2%
NCM
849
Novare Capital Management
North Carolina
$1.37M -$87.3K -562 -6%
GEA
850
Glen Eagle Advisors
New Jersey
$1.37M +$62K +399 +5%
32 33
34
35 36