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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 %
FCBT
901
First Citizens Bank & Trust
North Carolina
$1.21M +$209K +1,342 +21%
KWA
902
Kingswood Wealth Advisors
California
$1.21M -$4.22M -6,748 -78%
PFA
903
Pettinga Financial Advisors
Indiana
$1.21M +$127K +819 +12%
WA
904
WBH Advisory
Maryland
$1.2M -$8.24K -53 -0.7%
SWM
905
Silverlake Wealth Management
Vermont
$1.2M +$90.4K +582 +8%
HGERS
906
Householder Group Estate & Retirement Specialist
Arizona
$1.2M +$1.2M +7,711 New
MAG
907
Mayfair Advisory Group
Alabama
$1.2M +$5.33K +34 +0.4%
HGWM
908
Horst & Graben Wealth Management
Oregon
$1.2M -$56.6K -364 -5%
WOSD
909
WFA of San Diego
California
$1.2M -$109K -702 -8%
SEIA
910
Signature Estate & Investment Advisors
California
$1.19M -$24.7K -159 -2%
CWMGP
911
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.19M -$17.6K -113 -1%
VCM
912
Vivaldi Capital Management
Illinois
$1.19M -$9.48K -61 -0.8%
LCM
913
Logan Capital Management
Pennsylvania
$1.18M +$71.9K +463 +6%
TW
914
Towerpoint Wealth
California
$1.18M +$5.28K +34 +0.4%
GWCM
915
Godshalk Welsh Capital Management
Pennsylvania
$1.18M -$186K -1,200 -14%
GCM
916
Gallacher Capital Management
Colorado
$1.18M +$49.6K +319 +4%
CB
917
Community Bank
New York
$1.17M -$4.66K -30 -0.4%
PNC
918
Park National Corp
Ohio
$1.17M -$357K -2,297 -23%
AWM
919
Avior Wealth Management
Nebraska
$1.17M -$150K -966 -11%
AWM
920
Angeles Wealth Management
California
$1.16M -$78.5K -505 -6%
CWM
921
Collaborative Wealth Management
Florida
$1.14M -$19.1K -123 -2%
FAB
922
First American Bank
Illinois
$1.14M +$1.14M +7,334 New
JIC
923
JRM Investment Counsel
Nebraska
$1.14M -$11.5K -74 -1%
Nomura Asset Management
924
Nomura Asset Management
Japan
$1.13M +$1.12M +7,200 +7,200%
DWMG
925
DB Wealth Management Group
California
$1.13M +$548K +3,530 +94%
35 36
37
38 39