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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 %
AIA
901
AIMZ Investment Advisors
California
$1.61M -$6.03K -33 -0.4%
EFG
902
Ethos Financial Group
Pennsylvania
$1.6M +$21.6K +118 +1%
WFM
903
Wolff Financial Management
Michigan
$1.6M +$183 +1 +0%
SEIA
904
Signature Estate & Investment Advisors
California
$1.6M +$184K +1,007 +13%
BWM
905
Birchcreek Wealth Management
Ohio
$1.6M +$18.3K +100 +1%
EA
906
Emerald Advisors
Washington
$1.59M +$56.8K +311 +4%
MA
907
MONECO Advisors
Connecticut
$1.59M -$325K -1,780 -17%
JCM
908
Jag Capital Management
Missouri
$1.58M +$773K +4,234 +96%
JWCA
909
J.W. Coons Advisors
Ohio
$1.58M -$41.5K -227 -3%
TAM
910
Townsend Asset Management
North Carolina
$1.58M -$285K -1,562 -15%
TWA
911
Talisman Wealth Advisors
New Jersey
$1.57M -$29.2K -160 -2%
BAG
912
Bridgewealth Advisory Group
California
$1.57M -$269K -1,473 -15%
CIAS
913
Capital Investment Advisory Services
North Carolina
$1.56M -$185K -1,014 -11%
AIM
914
Avity Investment Management
Connecticut
$1.56M +$33.2K +182 +2%
QCM
915
Quantinno Capital Management
New York
$1.56M +$1.09M +5,954 +232%
AFG
916
Albion Financial Group
Utah
$1.55M -$17K -93 -1%
SC
917
Sepio Capital
Utah
$1.55M – – –
MPCA
918
Madison Park Capital Advisors
Washington
$1.55M +$69K +378 +5%
CAI
919
Capital Advisors Inc
Oklahoma
$1.54M +$19.4K +106 +1%
AEPWM
920
Atlantic Edge Private Wealth Management
Florida
$1.53M -$25.4K -139 -2%
AWA
921
ARQ Wealth Advisors
Arizona
$1.52M -$4.38K -24 -0.3%
SHGA
922
Sand Hill Global Advisors
California
$1.52M +$320K +1,755 +27%
BA
923
Bluesphere Advisors
Pennsylvania
$1.52M +$9.31K +51 +0.6%
PFP
924
Paragon Financial Partners
California
$1.52M +$81.4K +446 +6%
Wolverine Trading
925
Wolverine Trading
Illinois
$1.5M +$1.5M +8,239 New
35 36
37
38 39