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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 %
KA
1026
Klingman & Associates
New York
$1.17M +$730 +4 +0.1%
TDC
1027
Thompson Davis & Co
Virginia
$1.17M -$9.68K -53 -0.8%
RW
1028
RVW Wealth
California
$1.17M -$1.13M -6,170 -49%
SF
1029
Summit Financial
New Jersey
$1.16M +$868K +4,754 +297%
RA
1030
Rockingstone Advisors
Massachusetts
$1.16M -$11.1K -61 -1%
SSC
1031
Syverson Strege & Co
Iowa
$1.16M – – –
CB
1032
Cadence Bank
Mississippi
$1.16M -$35.4K -194 -3%
HCM
1033
Highview Capital Management
Illinois
$1.16M -$36.5K -200 -3%
BC
1034
Barrett & Company
Rhode Island
$1.16M -$35.4K -194 -3%
BA
1035
Bristlecone Advisors
Washington
$1.15M +$1.64K +9 +0.1%
EWG
1036
Executive Wealth Group
Washington
$1.15M +$769K +4,326 +200%
CHAM
1037
Clear Harbor Asset Management
Connecticut
$1.15M +$1.15M +6,301 New
CFIA
1038
Cantor Fitzgerald Investment Advisors
New York
$1.15M – – –
PP
1039
Patten & Patten
Tennessee
$1.15M +$196K +1,074 +21%
CASC
1040
Coppell Advisory Solutions Corp
Texas
$1.15M +$1.15M +6,275 New
SS
1041
Sunbelt Securities
Texas
$1.14M -$6.39K -35 -0.6%
SFG
1042
Sovereign Financial Group
Connecticut
$1.14M +$69.9K +383 +7%
VA
1043
Vident Advisory
Georgia
$1.14M – – –
MAG
1044
Mayfair Advisory Group
Alabama
$1.14M -$255K -1,398 -18%
TCMP
1045
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.14M -$308K -1,685 -21%
YIA
1046
YHB Investment Advisors
Connecticut
$1.14M -$21K -115 -2%
NED
1047
Nancy E. Dempze
$1.14M – – –
NF
1048
Norwood Financial
Pennsylvania
$1.13M -$32.9K -180 -3%
QWM
1049
Quaker Wealth Management
New Jersey
$1.13M -$32K -175 -3%
GA
1050
Greenspring Advisors
Maryland
$1.13M +$204K +1,117 +22%
40 41
42
43 44