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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 %
EA
876
Emerald Advisors
Washington
$1.27M +$23.9K +154 +2%
M
877
MOTCO
Texas
$1.27M -$12.3K -79 -1%
ECG
878
EPIQ Capital Group
California
$1.27M +$5.93K +38 +0.5%
EFG
879
Ethos Financial Group
Pennsylvania
$1.27M +$76.2K +488 +6%
APW
880
Austin Private Wealth
Texas
$1.27M -$78K -502 -6%
NA
881
Nottingham Advisors
New York
$1.27M -$85K -547 -6%
GA
882
Greytown Advisors
Florida
$1.26M -$76.4K -489 -6%
AIM
883
Avity Investment Management
Connecticut
$1.26M +$97.1K +625 +8%
WS
884
Wedbush Securities
California
$1.26M +$16.9K +109 +1%
BFEC
885
Benjamin F. Edwards & Company
Missouri
$1.26M -$157K -1,012 -11%
IF
886
IRON Financial
Illinois
$1.26M +$932 +6 +0.1%
CS
887
Comerica Securities
Michigan
$1.26M -$3.24M -20,739 -72%
FCA
888
FinTrust Capital Advisors
South Carolina
$1.25M -$400K -2,575 -24%
BWM
889
BNC Wealth Management
Oregon
$1.25M +$37.3K +240 +3%
RZH
890
Relyea Zuckerberg Hanson
Connecticut
$1.25M +$307K +1,974 +33%
KTA
891
Keeley-Teton Advisors
Illinois
$1.25M – – –
IWA
892
Inspirion Wealth Advisors
Illinois
$1.25M – – –
CMBA
893
C.M. Bidwell & Associates
Hawaii
$1.24M – – –
SWP
894
Summit Wealth Partners
Florida
$1.24M +$311 +2 +0%
ESB
895
Essex Savings Bank
Connecticut
$1.23M +$80.5K +518 +7%
AP
896
Americana Partners
Texas
$1.23M +$991K +32,760 +414%
MWM
897
Moulton Wealth Management
Washington
$1.23M -$48K -307 -4%
CWP
898
Curated Wealth Partners
California
$1.23M -$563K -3,623 -31%
PFP
899
Paragon Financial Partners
California
$1.22M +$2.18K +14 +0.2%
CP
900
Capital Planning
Washington
$1.22M +$78.2K +501 +7%
34 35
36
37 38