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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 %
FCA
1001
FinTrust Capital Advisors
South Carolina
$1.25M -$276K -1,510 -18%
USB
1002
Union Savings Bank
Connecticut
$1.25M -$179K -980 -12%
ESB
1003
Essex Savings Bank
Connecticut
$1.25M – – –
WMG
1004
WESCAP Management Group
California
$1.24M – – –
MWA
1005
Monograph Wealth Advisors
California
$1.23M -$430K -2,356 -26%
GCM
1006
Gallacher Capital Management
Colorado
$1.23M +$1.1K +6 +0.1%
MLFP
1007
MPS Loria Financial Planners
Illinois
$1.23M -$1.1K -6 -0.1%
AWP
1008
Abacus Wealth Partners
California
$1.23M -$68.7K -376 -5%
ONSWM
1009
Old North State Wealth Management
North Carolina
$1.23M -$74.4K -407 -6%
CCM
1010
Carlson Capital Management
Minnesota
$1.23M -$52.4K -287 -4%
CFO
1011
Callan Family Office
Pennsylvania
$1.23M – – –
PG
1012
Patten Group
Tennessee
$1.23M +$42.2K +231 +4%
WSTAM
1013
Wilbanks Smith & Thomas Asset Management
Virginia
$1.22M -$319K -1,749 -21%
FRA
1014
Frank Rimerman Advisors
California
$1.22M +$730 +4 +0.1%
TCA
1015
Trifecta Capital Advisors
Illinois
$1.21M -$109K -595 -8%
CHA
1016
Cooper/Haims Advisors
New York
$1.21M – – –
RT
1017
Rockland Trust
Massachusetts
$1.21M – – –
TFGT
1018
TS Financial Group (TSFG)
Illinois
$1.2M -$3.07M -16,787 -72%
LWA
1019
Ledgewood Wealth Advisors
New Hampshire
$1.19M -$58.6K -321 -5%
PW
1020
Peninsula Wealth
California
$1.19M +$3.1K +17 +0.3%
WC
1021
Wexford Capital
Florida
$1.19M – – –
SWM
1022
Silverlake Wealth Management
Vermont
$1.19M -$58.8K -322 -5%
WCM
1023
Weik Capital Management
Pennsylvania
$1.18M +$15.5K +85 +1%
GA
1024
Greytown Advisors
Florida
$1.18M -$76.9K -421 -6%
Millennium Management
1025
Millennium Management
New York
$1.18M -$12.5M -68,524 -91%
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