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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 %
GWCM
951
Godshalk Welsh Capital Management
Pennsylvania
$1.4M +$4.57K +25 +0.3%
LSA
952
Lansing Street Advisors
Pennsylvania
$1.39M +$93.5K +512 +7%
EHC
953
Everett Harris & Co
California
$1.39M +$125K +682 +10%
TIA
954
Traphagen Investment Advisors
New Jersey
$1.39M +$23.6K +129 +2%
GAG
955
GM Advisory Group
New York
$1.39M +$2.19K +12 +0.2%
LCM
956
Logan Capital Management
Pennsylvania
$1.39M -$1.64K -9 -0.1%
FCBT
957
First Citizens Bank & Trust
North Carolina
$1.39M +$78K +427 +6%
CT
958
Cambridge Trust
Massachusetts
$1.38M -$66.8K -366 -5%
AWM
959
Angeles Wealth Management
California
$1.38M +$17.2K +94 +1%
CCT
960
Capital City Trust
Florida
$1.38M +$130K +710 +10%
PP
961
Prudential plc
United Kingdom
$1.37M -$226K -1,240 -14%
FFWM
962
Future Financial Wealth Management
Ohio
$1.37M -$2.39M -13,110 -64%
CP
963
Coho Partners
Pennsylvania
$1.37M -$679K -3,717 -33%
HGWM
964
Horst & Graben Wealth Management
Oregon
$1.37M -$183 -1 -0%
AGM
965
Alpine Global Management
New York
$1.36M +$1.36M +7,462 New
WA
966
WBH Advisory
Maryland
$1.36M -$38.4K -210 -3%
S
967
Sachetta
Massachusetts
$1.36M – – –
VCM
968
Vivaldi Capital Management
Illinois
$1.35M -$79.9K -441 -6%
APW
969
Austin Private Wealth
Texas
$1.35M -$40K -222 -3%
DC
970
Darrow Company
Massachusetts
$1.34M -$12.6K -69 -0.9%
FAB
971
First American Bank
Illinois
$1.34M – – –
CB
972
Community Bank
New York
$1.33M -$42.4K -232 -3%
SB
973
Simmons Bank
Arkansas
$1.33M -$60.8K -333 -4%
AWA
974
Arbor Wealth Advisors
Michigan
$1.32M +$1.64K +9 +0.1%
NWA
975
Navis Wealth Advisors
New York
$1.32M -$41.8K -229 -3%
37 38
39
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