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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,026 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, 755 reducing their positions, and 94 closing their positions.

Holders
2,026
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
755
Closed
94
Calls
$125M
Puts
$50.6M
Net Calls
+$74.2M
Net Calls Change
+$6.37M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$646M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$149M
3
HWM
3
HB Wealth Management
Georgia
$814M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.58B
5
AAS
5
Annex Advisory Services
Wisconsin
$164M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.15B
2
Bank of America
2
Bank of America
North Carolina
$3.92B
3
Truist Financial
3
Truist Financial
North Carolina
$187M
4
Charles Schwab
4
Charles Schwab
California
$120M
5
AWM
5
Apollon Wealth Management
South Carolina
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMM
76
Berkshire Money Management
Massachusetts
$56.1M -$941K -5,151 -2%
BCM
77
Brookstone Capital Management
Illinois
$55.7M +$6.26M +34,255 +13%
IC
78
IEQ Capital
California
$55.2M -$494K -2,705 -0.9%
BPA
79
Beacon Pointe Advisors
California
$53.4M -$836K -4,576 -2%
GI
80
GLOBALT Investments
Georgia
$52.7M -$733K -4,016 -1%
SPIA
81
Steward Partners Investment Advisory
New York
$52.7M +$11.6M +63,736 +28%
CA
82
Cetera Advisors
Colorado
$51.3M +$12M +65,844 +31%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$50.7M +$6.05M +33,153 +14%
WP
84
WMS Partners
Maryland
$50.6M +$4.31M +23,602 +9%
AO
85
Advisor OS
Illinois
$49.4M -$6.45M -35,309 -12%
BWFA
86
Baltimore-Washington Financial Advisors
Maryland
$48.2M +$2.93M +16,027 +6%
KFAA
87
Klaas Financial Asset Advisors
Illinois
$47.6M +$13.9K +76 +0%
PWP
88
Principle Wealth Partners
Connecticut
$47M +$164K +899 +0.4%
DADC
89
D.A. Davidson & Co
Montana
$46.2M -$1.66M -9,077 -3%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$46.2M +$96.4K +528 +0.2%
PA
91
Planning Alternatives
Michigan
$46.1M -$89.8K -492 -0.2%
EK
92
Evensky & Katz
Florida
$46.1M +$271K +1,483 +0.6%
NA
93
NewEdge Advisors
Louisiana
$45.7M -$2.65M -14,510 -5%
MA
94
MJP Associates
Connecticut
$45.6M -$481K -2,635 -1%
Pathstone Holdings
95
Pathstone Holdings
New Jersey
$44.6M -$707K -3,869 -2%
PP
96
PDS Planning
Ohio
$44.6M +$350K +1,916 +0.8%
RCA
97
Resonant Capital Advisors
Wisconsin
$42.4M +$1.11M +6,054 +3%
NEPWA
98
New England Private Wealth Advisors
Massachusetts
$42.4M -$348K -1,912 -0.8%
WA
99
Wealth Architects
California
$42.2M -$838K -4,591 -2%
APP
100
Avantax Planning Partners
Iowa
$40.9M -$4.81M -26,348 -11%
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4
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