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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 %
HCMT
1001
Highland Capital Management (Tennessee)
Tennessee
$937K -$34.5K -222 -4%
OCM
1002
Objective Capital Management
Ohio
$937K -$2.18K -14 -0.2%
TI
1003
Trexquant Investment
Connecticut
$937K +$937K +6,029 New
NWM
1004
Northwest Wealth Management
Iowa
$936K +$1.71K +11 +0.2%
LBC
1005
Lowe Brockenbrough & Co
Virginia
$931K – – –
HWM
1006
Horizon Wealth Management
Illinois
$930K -$167K -1,075 -15%
OWM
1007
OneAscent Wealth Management
Alabama
$923K +$923K +5,908 New
ML
1008
McAdam LLC
Pennsylvania
$922K +$13.5K +87 +1%
FRA
1009
Front Row Advisors
California
$921K +$11.4K +73 +1%
NP
1010
Nilsine Partners
Colorado
$915K +$155 +1 +0%
CWM
1011
Cranbrook Wealth Management
Michigan
$913K – – –
KOMWMG
1012
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$912K -$24.6K -158 -3%
GCA
1013
Gradient Capital Advisors
California
$911K -$10.9K -70 -1%
TSWM
1014
Triangle Securities Wealth Management
North Carolina
$911K -$22.5K -145 -2%
FPGK
1015
Financial Partners Group (Kansas)
Kansas
$910K +$91.2K +581 +11%
TGCMU
1016
Titan Global Capital Management USA
New York
$909K -$1.55M -9,965 -63%
CHP
1017
Cable Hill Partners
Oregon
$905K – – –
NB
1018
Northwest Bancshares
Pennsylvania
$905K – – –
MPW
1019
MA Private Wealth
California
$904K -$223K -1,436 -20%
IFWM
1020
Institute for Wealth Management
Colorado
$904K -$36K -232 -4%
MCA
1021
MSH Capital Advisors
Arizona
$902K +$172K +1,110 +24%
SAM
1022
Smithbridge Asset Management
Pennsylvania
$900K -$304K -1,955 -25%
IAA
1023
Independent Advisor Alliance
North Carolina
$896K -$195K -1,258 -18%
FB
1024
First Bancorp
Maine
$895K -$23.3K -150 -3%
CAM
1025
Carret Asset Management
New York
$892K +$311 +2 +0%
39 40
41
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