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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 %
FAG
1076
Financial Advisory Group
Texas
$767K +$24.1K +155 +3%
MFWP
1077
Mosaic Family Wealth Partners
Missouri
$765K +$71.5K +460 +10%
LL
1078
LWMG LLC
Minnesota
$765K -$2.95K -19 -0.4%
BW
1079
Bison Wealth
Georgia
$756K -$3.26K -21 -0.4%
AC
1080
Anson Capital
Georgia
$753K +$135K +869 +22%
AWA
1081
Arkadios Wealth Advisors
Georgia
$751K +$22.8K +147 +3%
VC
1082
Vicus Capital
Pennsylvania
$750K +$76K +489 +11%
JWBC
1083
John W. Brooker & Co
California
$750K -$40.1K -258 -5%
RBCM
1084
Raub Brock Capital Management
California
$747K +$18.8K +121 +3%
FG
1085
Fiduciary Group
Georgia
$745K -$3.11K -20 -0.4%
TYCC
1086
Texas Yale Capital Corp
Florida
$744K -$275K -1,771 -27%
JIP
1087
Jaffetilchin Investment Partners
Florida
$744K +$8.55K +55 +1%
CP
1088
Coho Partners
Pennsylvania
$737K +$737K +4,744 New
WDL
1089
Well Done LLC
Michigan
$735K -$46.6K -300 -6%
KWS
1090
Keystone Wealth Services
California
$732K -$15.5K -100 -2%
EWA
1091
Exencial Wealth Advisors
Oklahoma
$728K -$141K -906 -16%
VFP
1092
Verus Financial Partners
Virginia
$726K +$3.59K +23 +0.5%
SF
1093
Safeguard Financial
Wisconsin
$726K -$152K -975 -17%
IP
1094
Ignite Planners
California
$725K +$3.69K +24 +0.5%
KCFA
1095
Key Client Fiduciary Advisors
New Jersey
$724K +$137K +881 +23%
BC
1096
Bowman & Company
Wisconsin
$723K +$26.6K +171 +4%
SRC
1097
Sage Rhino Capital
California
$718K – – –
DWM
1098
Darwin Wealth Management
Florida
$716K -$932 -6 -0.1%
BIM
1099
Baldwin Investment Management
Pennsylvania
$715K -$13.2K -85 -2%
MHIC
1100
Marble Harbor Investment Counsel
Massachusetts
$710K -$5.44K -35 -0.8%
42 43
44
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