VIG icon

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 %
CWA
851
CJM Wealth Advisers
Virginia
$1.89M +$91.3K +500 +5%
DWM
852
Defined Wealth Management
Oregon
$1.89M -$1.1K -6 -0.1%
ARC
853
Advisor Resource Council
Texas
$1.88M -$17.5M -102,918 -90%
APW
854
Acima Private Wealth
Virginia
$1.88M +$12.2K +67 +0.7%
SIG
855
Spinnaker Investment Group
California
$1.88M -$14.4K -79 -0.8%
CFCI
856
Comprehensive Financial Consultants Institutional
Indiana
$1.88M -$31.4K -172 -2%
CM
857
Cornerstone Management
Georgia
$1.85M -$183K -1,003 -9%
BCMLT
858
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.84M -$308K -1,685 -14%
TA
859
TFG Advisers
Michigan
$1.84M +$365 +2 +0%
PGWM
860
Pitti Group Wealth Management
New York
$1.84M -$21.3K -120 -1%
JGCM
861
Joseph Group Capital Management
Ohio
$1.84M +$122K +669 +7%
MRI
862
Mad River Investors
Massachusetts
$1.84M – – –
MC
863
Miramar Capital
Illinois
$1.83M -$90.7K -507 -5%
ATPW
864
Ashton Thomas Private Wealth
Arizona
$1.82M +$290K +1,588 +19%
SM
865
Sweeney & Michel
California
$1.82M +$1.82M +10,014 New
RSWA
866
Robinson Smith Wealth Advisors
Maine
$1.81M -$2.19K -12 -0.1%
AFG
867
Atomi Financial Group
New York
$1.81M -$146K -799 -7%
HCM
868
Howard Capital Management
Georgia
$1.8M +$185K +1,014 +11%
FFO
869
Fiduciary Family Office
Florida
$1.8M – – –
DSC
870
Duncker Streett & Co
Missouri
$1.79M -$15.3K -84 -0.9%
BST
871
Bath Savings Trust
Maine
$1.79M +$308K +1,684 +21%
LI
872
LRI Investments
Florida
$1.78M +$1.78M +9,722 New
AWM
873
Axxcess Wealth Management
California
$1.77M -$10.6K -58 -0.6%
AC
874
Anson Capital
Georgia
$1.77M +$16.3K +89 +0.9%
PTC
875
Private Trust Company
Ohio
$1.76M -$70.3K -385 -4%
33 34
35
36 37