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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 %
NRW
851
Nova R Wealth
Kansas
$1.37M +$6.53K +42 +0.5%
TC
852
TownSquare Capital
Utah
$1.36M +$193K +1,240 +16%
VV
853
Verity & Verity
South Carolina
$1.35M -$16.2K -104 -1%
CFD
854
Creative Financial Designs
Indiana
$1.35M +$7.46K +48 +0.6%
AIA
855
AIMZ Investment Advisors
California
$1.35M +$3.73K +24 +0.3%
PP
856
Prudential plc
United Kingdom
$1.35M +$1.15M +7,420 +598%
BWM
857
Birchcreek Wealth Management
Ohio
$1.34M – – –
WFM
858
Wolff Financial Management
Michigan
$1.34M +$1.34M +8,645 New
V
859
ViaWealth
Kansas
$1.34M +$47.1K +303 +4%
GKWIM
860
Gerber Kawasaki Wealth & Investment Management
California
$1.32M -$111K -717 -8%
SC
861
Sepio Capital
Utah
$1.32M -$161K -1,036 -11%
ARC
862
Advisor Resource Council
Texas
$1.32M +$11.5K +74 +0.9%
TWA
863
Talisman Wealth Advisors
New Jersey
$1.32M +$5.59K +36 +0.4%
CPRC
864
Consolidated Portfolio Review Corp
New York
$1.31M +$81.1K +522 +7%
JWCA
865
J.W. Coons Advisors
Ohio
$1.31M +$46.9K +302 +4%
USB
866
Union Savings Bank
Connecticut
$1.3M – – –
CAI
867
Capital Advisors Inc
Oklahoma
$1.3M -$12.7K -82 -1%
ACM
868
AUA Capital Management
Pennsylvania
$1.29M +$28.3K +182 +2%
SFS
869
Strategic Financial Services
New York
$1.29M -$30K -193 -2%
LMKC
870
L.M. Kohn & Company
Ohio
$1.29M -$89K -573 -6%
BFO
871
Biltmore Family Office
North Carolina
$1.28M -$48.4K -310 -4%
DC
872
Darrow Company
Massachusetts
$1.28M +$1.24K +8 +0.1%
BA
873
Bluesphere Advisors
Pennsylvania
$1.28M -$29.1K -187 -2%
BCM
874
Bienville Capital Management
New York
$1.28M +$937 +6 +0.1%
BTI
875
Blue Trust Inc
Georgia
$1.28M +$177K +1,092 +16%
33 34
35
36 37