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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
+31
Holders Change %
+1.74%
% of All Funds
28.92%
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
Bank of America
North Carolina
+$83.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$82.6M
3
MCM
MAI Capital Management
Ohio
+$36.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$33.2M
5
SIS
Strategic Investment Solutions
Illinois
+$33.2M

Top Sellers

1
Citigroup
Citigroup
New York
-$429M
2
Charles Schwab
Charles Schwab
California
-$82.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$54M
4
BFS
Bard Financial Services
Connecticut
-$47.1M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSC
976
Syverson Strege & Co
Iowa
$984K – – –
QWM
977
Quaker Wealth Management
New Jersey
$983K +$3.73K +24 +0.4%
VFA
978
Valeo Financial Advisors
Indiana
$983K -$19K -122 -2%
SIA
979
Schechter Investment Advisors
Michigan
$982K -$50.3K -324 -5%
CF
980
Cantor Fitzgerald
New York
$977K – – –
BA
981
Bristlecone Advisors
Washington
$977K -$341K -2,195 -26%
CC
982
Chicago Capital
Illinois
$973K – – –
VA
983
Vident Advisory
Georgia
$973K +$973K +6,264 New
WCM
984
Weik Capital Management
Pennsylvania
$970K +$14.8K +95 +2%
CG
985
Cynosure Group
Utah
$970K +$585K +3,766 +152%
NRA
986
NSI Retail Advisors
Pennsylvania
$969K -$93.3K -600 -9%
CHA
987
Cooper/Haims Advisors
New York
$968K -$31.1K -200 -3%
NED
988
Nancy E. Dempze
$968K – – –
WP
989
Westmount Partners
California
$966K +$321K +2,068 +50%
PG
990
Patten Group
Tennessee
$962K +$40.7K +262 +4%
OW
991
Olistico Wealth
Oklahoma
$960K +$2.95K +19 +0.3%
SS
992
Sunbelt Securities
Texas
$960K -$5.91K -38 -0.6%
XF
993
XML Financial
Maryland
$960K +$57.8K +372 +6%
RFN
994
RDA Financial Network
Iowa
$954K -$1.09K -7 -0.1%
RA
995
Rockingstone Advisors
Massachusetts
$953K +$28K +180 +3%
EA
996
Evergreen Advisors
Tennessee
$946K +$4.35K +28 +0.5%
MYIA
997
Mount Yale Investment Advisors
Colorado
$944K – – –
EP
998
Eudaimonia Partners
Tennessee
$942K -$13.2K -85 -1%
BST
999
Bath Savings Trust
Maine
$942K +$1.24K +8 +0.1%
APWM
1000
Atlas Private Wealth Management
New York
$939K +$3.42K +22 +0.4%
38 39
40
41 42