VIG icon

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 %
Wolverine Trading
1026
Wolverine Trading
Illinois
$884K +$884K +5,687 New
EBSAM
1027
Eubel Brady & Suttman Asset Management
Ohio
$879K – – –
HA
1028
Herold Advisors
New York
$878K -$69.4K -447 -7%
MLL
1029
Moody Lynn & Lieberson
Massachusetts
$876K – – –
VDI
1030
Vaughan David Investments
Illinois
$875K -$15.4K -99 -2%
JCM
1031
Jag Capital Management
Missouri
$868K -$37K -238 -4%
IGWM
1032
ICA Group Wealth Management
Colorado
$867K +$94K +605 +12%
RCYC
1033
Richard C. Young & Co
Rhode Island
$860K +$195K +1,253 +29%
ORC
1034
O'Rourke & Company
Massachusetts
$860K +$166K +1,069 +24%
BCM
1035
Brookmont Capital Management
Texas
$859K -$115K -737 -12%
MFA
1036
Morling Financial Advisors
California
$858K -$27K -174 -3%
LRIA
1037
Leonard Rickey Investment Advisors
Washington
$858K +$46.5K +299 +6%
Fisher Asset Management
1038
Fisher Asset Management
Washington
$855K +$292K +1,881 +52%
HIF
1039
Hill Island Financial
Michigan
$855K -$85K -547 -9%
BWP
1040
Baldwin Wealth Partners
Massachusetts
$855K – – –
RDFA
1041
Ritter Daniher Financial Advisory
Ohio
$853K +$254K +1,633 +42%
MG
1042
Mather Group
Illinois
$850K -$10.9M -70,366 -93%
CW
1043
CIC Wealth
Maryland
$849K +$777 +5 +0.1%
LCC
1044
Lincoln Capital Corp
Rhode Island
$847K – – –
GT
1045
Greenleaf Trust
Michigan
$844K +$183K +1,178 +28%
DWT
1046
Dorsey & Whitney Trust
South Dakota
$843K -$10.9K -70 -1%
FAG
1047
Fortitude Advisory Group
Washington
$838K – – –
NDSI
1048
Newman Dignan & Sheerar Inc
Rhode Island
$836K -$21.4K -138 -3%
WIP
1049
WealthCare Investment Partners
Rhode Island
$834K -$18K -116 -2%
WFA
1050
Wells Financial Advisors
Massachusetts
$824K – – –
40 41
42
43 44