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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 %
LSAG
876
Lake Street Advisors Group
New Hampshire
$1.76M +$86.4K +473 +5%
GEA
877
Glen Eagle Advisors
New Jersey
$1.76M +$81.3K +445 +5%
I
878
INVST
Indiana
$1.76M -$166K -913 -9%
DDC
879
DF Dent & Co
Maryland
$1.75M -$18.3K -100 -1%
CCWM
880
Cassaday & Co Wealth Management
Virginia
$1.74M +$63.5K +348 +4%
HFS
881
HBC Financial Services
Washington
$1.74M -$91.7K -526 -5%
FWM
882
Fairhaven Wealth Management
Illinois
$1.73M -$2.38M -13,016 -58%
FFS
883
Founders Financial Securities
Maryland
$1.72M -$78K -427 -4%
AWM
884
Avior Wealth Management
Nebraska
$1.72M +$239K +1,310 +16%
CCFCSB
885
Cape Cod Five Cents Savings Bank
Massachusetts
$1.72M -$114K -622 -6%
NCM
886
Novare Capital Management
North Carolina
$1.71M +$173K +945 +11%
RIA
887
RPG Investment Advisory
California
$1.7M -$52K -285 -3%
PCS
888
Personal CFO Solutions
New Jersey
$1.69M +$365 +2 +0%
VV
889
Verity & Verity
South Carolina
$1.68M +$129K +709 +8%
FIA
890
Foundations Investment Advisors
Arizona
$1.64M -$29.2K -160 -2%
GIA
891
Gladstone Institutional Advisory
Florida
$1.63M -$1.36M -7,420 -45%
WWC
892
Waypoint Wealth Counsel
Georgia
$1.63M +$155K +851 +11%
VFIC
893
Valley Forge Investment Consultants
Pennsylvania
$1.63M +$19K +104 +1%
KMWM
894
Keudell/Morrison Wealth Management
Oregon
$1.63M +$9.68K +53 +0.6%
CWS
895
Cypress Wealth Services
California
$1.63M +$183 +1 +0%
NWMG
896
National Wealth Management Group
Ohio
$1.62M -$536K -2,937 -25%
MPW
897
Monterey Private Wealth
California
$1.62M -$12.1K -66 -0.7%
CPRC
898
Consolidated Portfolio Review Corp
New York
$1.61M +$7.49K +41 +0.5%
BAM
899
BOS Asset Management
Illinois
$1.61M -$482K -2,641 -23%
NRW
900
Nova R Wealth
Kansas
$1.61M +$12.8K +70 +0.8%
34 35
36
37 38