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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 %
WWM
1051
Windsor Wealth Management
Indiana
$822K +$155 +1 +0%
SPI
1052
Sutton Place Investors
New York
$817K -$38.7K -249 -5%
EL
1053
EMFO LLC
Florida
$817K – – –
SP
1054
Successful Portfolios
Florida
$816K +$3.11K +20 +0.4%
SAM
1055
Sawgrass Asset Management
Florida
$814K – – –
PP
1056
Patten & Patten
Tennessee
$807K +$466 +3 +0.1%
TFA
1057
Triad Financial Advisors
North Carolina
$807K -$2.02K -13 -0.2%
OAM
1058
Occidental Asset Management
California
$807K -$67.6K -435 -8%
FFM
1059
Flagstone Financial Management
Nebraska
$804K -$101K -652 -11%
CCFM
1060
Clear Creek Financial Management
Washington
$801K +$2.04K +13 +0.3%
FTWA
1061
Fifth Third Wealth Advisors
Ohio
$801K +$6.22K +40 +0.8%
MIAS
1062
Mason Investment Advisory Services
Virginia
$797K +$75.5K +486 +10%
WDG
1063
Wealth Dimensions Group
Ohio
$797K +$1.4K +9 +0.2%
GA
1064
Greenspring Advisors
Maryland
$790K -$194K -1,246 -20%
Neuberger Berman Group
1065
Neuberger Berman Group
New York
$790K -$7.77K -50 -1%
SWM
1066
Sugarloaf Wealth Management
Georgia
$790K +$932 +6 +0.1%
MCM
1067
Maple Capital Management
Vermont
$787K -$34.3K -221 -4%
KAS
1068
KPP Advisory Services
Kentucky
$781K +$781K +5,029 New
EC
1069
Estate Counselors
Wisconsin
$779K +$535K +3,440 +218%
ITIM
1070
Indiana Trust & Investment Management
Indiana
$776K +$776K +4,995 New
SPI
1071
Santori & Peters Inc
Pennsylvania
$773K -$57K -367 -7%
PCMC
1072
Private Capital Management (Colorado)
Colorado
$772K +$146K +942 +23%
BMD
1073
Better Money Decisions
New Mexico
$772K -$223K -1,433 -22%
GT
1074
Glenview Trust
Kentucky
$772K -$260K -1,673 -25%
TWA
1075
TCI Wealth Advisors
Arizona
$768K -$7.77K -50 -1%
41 42
43
44 45