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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 %
EFL
1051
ERn Financial LLC
Wisconsin
$1.13M -$34.5K -189 -3%
FCA
1052
Fortis Capital Advisors
Kansas
$1.12M -$8.58K -47 -0.8%
OWM
1053
OneAscent Wealth Management
Alabama
$1.12M +$83.8K +459 +8%
EA
1054
Evergreen Advisors
Tennessee
$1.12M +$4.57K +25 +0.4%
HAM
1055
Harmony Asset Management
Arizona
$1.11M – – –
PAI
1056
Pittenger & Anderson Inc
Nebraska
$1.11M +$233K +1,276 +27%
S
1057
Sunpointe
Missouri
$1.11M +$185K +1,014 +20%
RFN
1058
RDA Financial Network
Iowa
$1.11M -$18.3K -100 -2%
TC
1059
Tenret Company
Florida
$1.1M – – –
RCYC
1060
Richard C. Young & Co
Rhode Island
$1.1M +$91.1K +499 +9%
APWM
1061
Atlas Private Wealth Management
New York
$1.1M -$5.3K -29 -0.5%
EWM
1062
Elmwood Wealth Management
California
$1.1M -$36.2K -198 -3%
VDI
1063
Vaughan David Investments
Illinois
$1.09M -$192K -1,054 -15%
HWM
1064
Horizon Wealth Management
Illinois
$1.09M -$4.02K -22 -0.4%
JIC
1065
JRM Investment Counsel
Nebraska
$1.09M -$64.1K -351 -6%
CPA
1066
Clear Point Advisors
New York
$1.09M +$3.84K +21 +0.4%
CNB
1067
Camden National Bank
Maine
$1.08M -$64.8K -355 -6%
TSWM
1068
Triangle Securities Wealth Management
North Carolina
$1.08M -$2.74K -15 -0.3%
GCA
1069
Gradient Capital Advisors
California
$1.08M +$2.92K +16 +0.3%
NP
1070
Nilsine Partners
Colorado
$1.07M – – –
FRA
1071
Front Row Advisors
California
$1.07M +$266K +1,456 +33%
CWM
1072
Cranbrook Wealth Management
Michigan
$1.07M – – –
CAM
1073
Carret Asset Management
New York
$1.07M +$27K +148 +3%
NB
1074
Northwest Bancshares
Pennsylvania
$1.06M – – –
MYIA
1075
Mount Yale Investment Advisors
Colorado
$1.06M -$139K -762 -12%
41 42
43
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