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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.

Holders
1,814
Holders Change
+31
Holders Change %
+1.74%
% of All Funds
28.93%
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
1
Bank of America
North Carolina
$3.58B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$118M
3
MCM
3
MAI Capital Management
Ohio
$109M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$280M
5
SIS
5
Strategic Investment Solutions
Illinois
$33.6M

Top Sellers

1
Citigroup
1
Citigroup
New York
$27.4M
2
Charles Schwab
2
Charles Schwab
California
$147M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$302M
4
BFS
4
Bard Financial Services
Connecticut
$0
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$303M
Name Market Value Shares Shares
Change 		Shares
Change %
IC
76
IEQ Capital
California
$46.7M 300,828 -4,918 -2%
MA
77
MJP Associates
Connecticut
$45M 289,862 -8,172 -3%
HTC
78
Haverford Trust Company
Pennsylvania
$42.4M 272,783 +22,997 +9%
AO
79
Advisor OS
Illinois
$42M 270,321 +37,081 +16%
JFA
80
JNBA Financial Advisors
Minnesota
$40.9M 263,391 -6,061 -2%
KFAA
81
Klaas Financial Asset Advisors
Illinois
$40.8M 261,289 +1,891 +0.7%
DADC
82
D.A. Davidson & Co
Montana
$40.7M 261,867 -22,129 -8%
FIC
83
Family Investment Center
Missouri
$40.3M 259,500 +48,734 +23%
PWP
84
Principle Wealth Partners
Connecticut
$40.1M 258,273 -3,256 -1%
VM
85
VPR Management
Texas
$40M 257,330 – –
BCM
86
Brookstone Capital Management
Illinois
$39.9M 257,324 +34,943 +16%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$39.7M 255,362 +3,600 +1%
PA
88
Planning Alternatives
Michigan
$39.3M 252,941 -1,578 -0.6%
EK
89
Evensky & Katz
Florida
$38.8M 249,505 -16,852 -6%
PFO
90
Pathstone Family Office
New Jersey
$38.6M 248,418 +25,851 +12%
AA
91
Advisory Alpha
Michigan
$37.8M 242,988 -22,378 -8%
CA
92
Clearstead Advisors
Ohio
$36.8M 236,791 +119,282 +102%
WP
93
WMS Partners
Maryland
$36.5M 235,029 +15,863 +7%
PP
94
PDS Planning
Ohio
$36.5M 234,947 +5,391 +2%
WA
95
Wealth Architects
California
$36.5M 234,866 -3,319 -1%
AWM
96
Apollon Wealth Management
South Carolina
$36.4M 234,302 -168,316 -42%
LWMG
97
Levy Wealth Management Group
Pennsylvania
$36.2M 232,984 +2,016 +0.9%
BWFA
98
Baltimore-Washington Financial Advisors
Maryland
$36.1M 232,466 +8,246 +4%
NEPWA
99
New England Private Wealth Advisors
Massachusetts
$35.9M 231,173 -604 -0.3%
US Bancorp
100
US Bancorp
Minnesota
$35.8M 230,143 -4,696 -2%
2 3
4
5 6