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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,027 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, 756 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,027
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
756
Closed
94
Calls
$125M
Puts
$50.6M
Net Calls
+$74.2M
Net Calls Change
+$6.37M

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$239M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$124M
3
HWM
HB Wealth Management
Georgia
+$112M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$85.2M
5
AAS
Annex Advisory Services
Wisconsin
+$72.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.1B
2
Bank of America
Bank of America
North Carolina
-$914M
3
Truist Financial
Truist Financial
North Carolina
-$99.4M
4
Charles Schwab
Charles Schwab
California
-$96.9M
5
AWM
Apollon Wealth Management
South Carolina
-$40.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
976
Strategic Financial Services
New York
$1.32M -$67K -367 -5%
OCM
977
Objective Capital Management
Ohio
$1.31M +$31.2K +171 +2%
MWAM
978
Manhattan West Asset Management
California
$1.31M -$33.4K -183 -2%
PBF
979
Petix & Botte Financial
California
$1.31M -$1.26M -6,914 -49%
CWM
980
Collaborative Wealth Management
Florida
$1.31M -$36.3K -199 -3%
PCH
981
PGIM Custom Harvest
New Jersey
$1.31M +$543K +2,971 +71%
CCG
982
Catalina Capital Group
California
$1.3M -$11.9K -65 -0.9%
MWP
983
Madison Wealth Partners
Wisconsin
$1.3M -$74.7K -409 -5%
CG
984
Cynosure Group
Utah
$1.29M +$148K +809 +13%
RRCM
985
Rappaport Reiches Capital Management
Illinois
$1.29M – – –
Barclays
986
Barclays
United Kingdom
$1.29M -$3.65K -20 -0.3%
BFEC
987
Benjamin F. Edwards & Company
Missouri
$1.28M +$134K +734 +12%
NFG
988
Nadler Financial Group
Illinois
$1.28M – – –
KLI
989
Kelman-Lazarov Inc
Tennessee
$1.27M – – –
GC
990
Gratus Capital
Georgia
$1.27M +$512K +2,801 +67%
SWP
991
Summit Wealth Partners
Florida
$1.27M – – –
ECG
992
EPIQ Capital Group
California
$1.27M +$5.48K +30 +0.4%
PJWM
993
Philip James Wealth Mangement
Georgia
$1.27M -$66.7K -365 -5%
VCM
994
Versant Capital Management
Arizona
$1.27M – – –
PCM
995
Piedmont Capital Management
Montana
$1.26M +$8.47K +47 +0.7%
BWG
996
Balanced Wealth Group
Ohio
$1.26M +$39.5K +219 +3%
CA
997
Crewe Advisors
Utah
$1.26M +$462K +2,530 +58%
CWMGP
998
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.26M -$106K -580 -8%
BL
999
BFSG LLC
California
$1.26M +$83.8K +459 +7%
MCA
1000
MSH Capital Advisors
Arizona
$1.25M +$228K +1,246 +22%
38 39
40
41 42