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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 %
CP
826
Capital Planning
Washington
$2.06M +$267K +1,463 +15%
FNBT
827
FineMark National Bank & Trust
Florida
$2.06M -$4.57K -25 -0.2%
WAM
828
Weinberger Asset Management
California
$2.05M +$30.9K +169 +2%
TFS
829
Thoroughbred Financial Services
Tennessee
$2.04M -$186K -1,020 -8%
BSHC
830
Breed's Hill Capital
Massachusetts
$2.03M – – –
LA
831
Latitude Advisors
Florida
$2.02M +$61.5K +337 +3%
PWMAG
832
Pinnacle Wealth Management Advisory Group
New Jersey
$2.01M +$476K +2,606 +31%
PCI
833
Planning Center Inc
Illinois
$2M -$33.1K -181 -2%
MWM
834
Mascoma Wealth Management
New Hampshire
$1.99M -$884K -4,841 -31%
AWM
835
Aries Wealth Management
Maine
$1.98M -$11.1K -61 -0.6%
CFGA
836
Cambridge Financial Group (Arizona)
Arizona
$1.98M -$39.3K -215 -2%
MGIA
837
Matthew Goff Investment Advisor
Texas
$1.97M -$33.6K -184 -2%
WB
838
West Bancorporation
Iowa
$1.97M +$52.4K +287 +3%
GGS
839
Galvin Gaustad & Stein
Arizona
$1.96M +$15.7K +86 +0.8%
CHJWM
840
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.96M -$26.5K -150 -1%
MF
841
Meridian Financial
Massachusetts
$1.95M +$13.9K +76 +0.7%
EWM
842
Evercore Wealth Management
New York
$1.94M – – –
EA
843
Eudaimonia Advisors
Tennessee
$1.94M +$22.1K +121 +1%
ICM
844
IMS Capital Management
Oregon
$1.93M -$58.4K -320 -3%
CFO
845
Collective Family Office
Pennsylvania
$1.92M +$1.28K +7 +0.1%
SWP
846
Strategic Wealth Partners
Ohio
$1.92M +$671K +3,672 +54%
KNFPWM
847
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.91M -$230K -1,258 -11%
IGWM
848
ICA Group Wealth Management
Colorado
$1.91M +$329K +1,799 +21%
IIC
849
Ironwood Investment Counsel
Arizona
$1.9M -$308K -1,686 -14%
SI
850
Saxon Interests
Texas
$1.89M +$61K +334 +3%
32 33
34
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