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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 %
LMKC
926
L.M. Kohn & Company
Ohio
$1.5M +$199K +1,089 +15%
BFO
927
Biltmore Family Office
North Carolina
$1.5M – – –
CC
928
Chicago Capital
Illinois
$1.5M +$205K +1,123 +16%
BCM
929
Bienville Capital Management
New York
$1.5M +$913 +5 +0.1%
IF
930
IRON Financial
Illinois
$1.49M +$4.38K +24 +0.3%
AGA
931
Arkos Global Advisors
Texas
$1.48M +$1.48M +8,111 New
KTA
932
Keeley-Teton Advisors
Illinois
$1.48M +$11K +60 +0.7%
M
933
MOTCO
Texas
$1.48M -$3.1K -17 -0.2%
NA
934
Nottingham Advisors
New York
$1.48M -$9.13K -50 -0.6%
ACM
935
AUA Capital Management
Pennsylvania
$1.48M -$90.4K -495 -6%
RZH
936
Relyea Zuckerberg Hanson
Connecticut
$1.47M +$913 +5 +0.1%
BWM
937
BNC Wealth Management
Oregon
$1.47M – – –
FCFC
938
First Commonwealth Financial Corp
Pennsylvania
$1.47M +$1.47M +8,040 New
BCM
939
BluePointe Capital Management
California
$1.47M – – –
IWA
940
Inspirion Wealth Advisors
Illinois
$1.46M – – –
SIA
941
Sage Investment Advisers
New York
$1.45M +$44.9K +246 +3%
CFD
942
Creative Financial Designs
Indiana
$1.45M -$242K -1,325 -14%
GWP
943
Gateway Wealth Partners
Wisconsin
$1.43M +$36.9K +202 +3%
Walleye Trading
944
Walleye Trading
New York
$1.42M +$1.42M +7,798 New
GKWIM
945
Gerber Kawasaki Wealth & Investment Management
California
$1.42M +$41.1K +225 +3%
CMBA
946
C.M. Bidwell & Associates
Hawaii
$1.42M -$39.1K -214 -3%
NC
947
NovaPoint Capital
Georgia
$1.42M – – –
V
948
ViaWealth
Kansas
$1.42M -$81.6K -447 -5%
GDP
949
Great Diamond Partners
Maine
$1.41M -$255K -1,395 -15%
FFA
950
Founders Financial Alliance
North Carolina
$1.4M +$69.9K +383 +5%
36 37
38
39 40