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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 %
WSTAM
951
Wilbanks Smith & Thomas Asset Management
Virginia
$1.06M +$138K +887 +15%
WMG
952
WESCAP Management Group
California
$1.06M -$9.01K -58 -0.8%
AT
953
American Trust
Kentucky
$1.05M -$31.5M -202,934 -97%
NF
954
Norwood Financial
Pennsylvania
$1.05M -$50.2K -323 -5%
SC
955
Swan Capital
Florida
$1.05M +$1.05M +6,764 New
SB
956
Simmons Bank
Arkansas
$1.05M +$10.1K +65 +1%
ATC
957
Argent Trust Co
Tennessee
$1.04M +$36.2K +233 +4%
CFO
958
Callan Family Office
Pennsylvania
$1.04M +$1.04M +6,716 New
FRA
959
Frank Rimerman Advisors
California
$1.04M +$777 +5 +0.1%
MLFP
960
MPS Loria Financial Planners
Illinois
$1.04M -$12.3K -79 -1%
RT
961
Rockland Trust
Massachusetts
$1.03M -$29.7K -191 -3%
FGA
962
Fortis Group Advisors
New Jersey
$1.02M +$357K +2,315 +54%
CNB
963
Camden National Bank
Maine
$1.02M -$36.2K -233 -3%
HCM
964
Highview Capital Management
Illinois
$1.01M – – –
WC
965
Wexford Capital
Florida
$1.01M – – –
FCA
966
Fortis Capital Advisors
Kansas
$1.01M -$173K -1,114 -15%
SWP
967
Strategic Wealth Partners
Ohio
$1.01M -$77.7K -500 -7%
LWM
968
Laidlaw Wealth Management
New York
$1.01M +$370K +2,379 +58%
BL
969
BFSG LLC
California
$998K -$49.7K -320 -5%
EFL
970
ERn Financial LLC
Wisconsin
$992K +$22.5K +145 +2%
PW
971
Peninsula Wealth
California
$991K +$5.8K +38 +0.6%
MWP
972
Madison Wealth Partners
Wisconsin
$991K -$12K -77 -1%
SFG
973
Sovereign Financial Group
Connecticut
$989K -$75.5K -486 -7%
PCM
974
Piedmont Capital Management
Montana
$987K +$14.1K +91 +1%
YIA
975
YHB Investment Advisors
Connecticut
$987K -$10.6K -68 -1%
37 38
39
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