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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,009 hedge funds and large institutions have $34.8B invested in Vanguard Dividend Appreciation ETF in 2023 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 783 increasing their positions, 681 reducing their positions, and 45 closing their positions.

Holders
2,009
Holders Change
+195
Holders Change %
+10.75%
% of All Funds
29.46%
Holding in Top 10
256
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+8.02%
% of All Funds
3.75%
New
273
Increased
783
Reduced
681
Closed
45
Calls
$135M
Puts
$66.8M
Net Calls
+$67.8M
Net Calls Change
-$699K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.96B
2
Bank of America
2
Bank of America
North Carolina
$4.51B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$489M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$1.12B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.39B

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$231M
2
SF
2
Synovus Financial
Georgia
$12.1M
3
SIS
3
Strategic Investment Solutions
Illinois
$1.46M
4
VU
4
Valence8 US
Massachusetts
$0
5
EW
5
Evoke Wealth
California
$265K
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
76
IEQ Capital
California
$52M +$736K +4,317 +1%
3F
77
360 Financial
Minnesota
$51.7M +$162K +951 +0.3%
BPA
78
Beacon Pointe Advisors
California
$50.6M -$8.01M -47,014 -14%
GI
79
GLOBALT Investments
Georgia
$49.9M +$49.9M +292,860 New
AWM
80
Apollon Wealth Management
South Carolina
$49.1M +$9.18M +53,852 +23%
ZB
81
Zions Bancorporation
Utah
$48M +$32.3M +189,544 +206%
BCM
82
Brookstone Capital Management
Illinois
$46.1M +$2.29M +13,410 +5%
NA
83
NewEdge Advisors
Louisiana
$45.5M +$6M +34,895 +15%
DADC
84
D.A. Davidson & Co
Montana
$44.7M +$63.7K +374 +0.1%
FIC
85
Family Investment Center
Missouri
$44.6M +$423K +2,481 +1%
KFAA
86
Klaas Financial Asset Advisors
Illinois
$44.4M -$146K -855 -0.3%
AC
87
Adroit Compliance
$44.4M +$44.4M +260,434 New
VM
88
VPR Management
Texas
$43.8M – – –
PWP
89
Principle Wealth Partners
Connecticut
$43.7M -$295K -1,734 -0.7%
JFA
90
JNBA Financial Advisors
Minnesota
$43.4M -$1.47M -8,648 -3%
WP
91
WMS Partners
Maryland
$43.2M +$3.11M +18,252 +8%
PA
92
Planning Alternatives
Michigan
$43.1M -$32K -188 -0.1%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$43M -$469K -2,750 -1%
MA
94
MJP Associates
Connecticut
$43M -$6.36M -37,296 -13%
EK
95
Evensky & Katz
Florida
$42.7M +$217K +1,271 +0.5%
APP
96
Avantax Planning Partners
Iowa
$42.7M +$4.61M +27,051 +12%
Pathstone Holdings
97
Pathstone Holdings
New Jersey
$42.3M +$42.3M +248,108 New
BWFA
98
Baltimore-Washington Financial Advisors
Maryland
$42.3M +$2.65M +15,544 +7%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$41.7M +$3.23M +18,972 +8%
PP
100
PDS Planning
Ohio
$41.3M +$1.24M +7,277 +3%
2 3
4
5 6