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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 %
GAG
926
GM Advisory Group
New York
$1.13M +$240K +1,546 +27%
VCM
927
Versant Capital Management
Arizona
$1.13M – – –
MWAM
928
Manhattan West Asset Management
California
$1.13M +$13.4K +87 +1%
PWMAG
929
Pinnacle Wealth Management Advisory Group
New Jersey
$1.12M +$68.4K +440 +6%
AIA
930
Alera Investment Advisors
Illinois
$1.12M -$622 -4 -0.1%
NWA
931
Navis Wealth Advisors
New York
$1.12M +$3.11K +20 +0.3%
AWP
932
Abacus Wealth Partners
California
$1.11M – – –
TIA
933
Traphagen Investment Advisors
New Jersey
$1.11M +$193K +1,243 +21%
TCA
934
Trifecta Capital Advisors
Illinois
$1.11M +$3.89K +25 +0.4%
CCG
935
Cypress Capital Group
Florida
$1.1M -$277K -1,785 -20%
BC
936
Barrett & Company
Rhode Island
$1.1M +$1.4K +9 +0.1%
ONSWM
937
Old North State Wealth Management
North Carolina
$1.1M +$5.29K +34 +0.5%
AA
938
AlphaQ Advisors
Florida
$1.09M +$68.8K +443 +7%
IW
939
Imprint Wealth
South Carolina
$1.09M -$131K -839 -11%
KLI
940
Kelman-Lazarov Inc
Tennessee
$1.09M -$4.51K -29 -0.4%
NFG
941
Nadler Financial Group
Illinois
$1.09M – – –
PI
942
PFG Investments
New York
$1.08M +$57.3K +369 +6%
RRCM
943
Rappaport Reiches Capital Management
Illinois
$1.08M – – –
EHC
944
Everett Harris & Co
California
$1.08M -$22.2K -143 -2%
TDC
945
Thompson Davis & Co
Virginia
$1.08M +$8.55K +55 +0.8%
KA
946
Klingman & Associates
New York
$1.07M -$30.5K -196 -3%
FFA
947
Founders Financial Alliance
North Carolina
$1.07M +$58.4K +376 +6%
CCM
948
Carlson Capital Management
Minnesota
$1.07M +$354K +2,279 +50%
SHGA
949
Sand Hill Global Advisors
California
$1.07M -$13.7K -88 -1%
PCIG
950
Partners Capital Investment Group
Massachusetts
$1.07M -$412K -2,654 -28%
36 37
38
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