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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,042 hedge funds and large institutions have $34.5B invested in Vanguard Dividend Appreciation ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 690 increasing their positions, 780 reducing their positions, and 73 closing their positions.

Holders
2,042
Holders Change
+16
Holders Change %
+0.79%
% of All Funds
29.71%
Holding in Top 10
229
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-6.53%
% of All Funds
3.33%
New
123
Increased
690
Reduced
780
Closed
73
Calls
$90.6M
Puts
$12.4M
Net Calls
+$78.3M
Net Calls Change
+$4.06M

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$237M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.64B
3
HWM
3
HB Wealth Management
Georgia
$850M
4
LPL Financial
4
LPL Financial
California
$1B
5
Bank of America
5
Bank of America
North Carolina
$3.95B

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$22.6M
2
Wells Fargo
2
Wells Fargo
California
$1.86B
3
LNC
3
Lincoln National Corp
Pennsylvania
$98.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$319M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.23B
Name Holding Trade Value Shares
Change 		Shares
Change %
BMM
76
Berkshire Money Management
Massachusetts
$56.4M +$358K +1,961 +0.6%
SPIA
77
Steward Partners Investment Advisory
New York
$55.3M +$2.62M +14,336 +5%
IC
78
IEQ Capital
California
$55M -$201K -1,099 -0.4%
WP
79
WMS Partners
Maryland
$54.7M +$4.16M +22,774 +8%
3F
80
360 Financial
Minnesota
$53.8M -$3.83M -20,972 -7%
GI
81
GLOBALT Investments
Georgia
$53.2M +$485K +2,659 +0.9%
BWFA
82
Baltimore-Washington Financial Advisors
Maryland
$50.3M +$2.12M +11,591 +4%
BPA
83
Beacon Pointe Advisors
California
$50.2M -$3.21M -17,558 -6%
RA
84
Rational Advisors
New York
$49.3M -$9.15M -50,133 -16%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$49.2M +$2.98M +16,315 +6%
LWMG
86
Levy Wealth Management Group
Pennsylvania
$47.8M +$5.06M +27,730 +12%
AO
87
Advisor OS
Illinois
$47.4M -$2.04M -11,152 -4%
PP
88
PDS Planning
Ohio
$46.7M +$2.11M +11,535 +5%
PWP
89
Principle Wealth Partners
Connecticut
$46.6M -$396K -2,171 -0.8%
EK
90
Evensky & Katz
Florida
$46.4M +$376K +2,058 +0.8%
PA
91
Planning Alternatives
Michigan
$46.1M +$17K +93 +0%
RCA
92
Resonant Capital Advisors
Wisconsin
$44.6M +$1.97M +10,742 +5%
MA
93
MJP Associates
Connecticut
$43.5M -$2.17M -11,906 -5%
Pathstone Holdings
94
Pathstone Holdings
New Jersey
$43.4M -$1.22M -6,689 -3%
NEPWA
95
New England Private Wealth Advisors
Massachusetts
$42.3M -$132K -722 -0.3%
WA
96
Wealth Architects
California
$41.6M -$657K -3,601 -2%
US Bancorp
97
US Bancorp
Minnesota
$40.6M -$131K -715 -0.3%
AFA
98
American Financial Advisors
Georgia
$39.9M -$61.7K -338 -0.2%
APP
99
Avantax Planning Partners
Iowa
$39.7M -$1.2M -6,565 -3%
EH
100
Equitable Holdings
New York
$38.6M +$2.23M +12,192 +6%
2 3
4
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