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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 %
KFP
1101
KMG Fiduciary Partners
Ohio
$709K – – –
MWM
1102
Madison Wealth Management
Ohio
$708K +$5.44K +35 +0.8%
MFG
1103
Magnus Financial Group
New York
$705K -$84.1K -541 -11%
FPW
1104
Flagship Private Wealth
Massachusetts
$704K +$777 +5 +0.1%
BTW
1105
Boston Trust Walden
Massachusetts
$701K – – –
SFG
1106
SNS Financial Group
Minnesota
$699K -$4.68K -30 -0.7%
AHC
1107
Anderson Hoagland & Co
Missouri
$699K – – –
IWN
1108
Independent Wealth Network
Iowa
$698K +$7.77K +50 +1%
AFG
1109
Atomi Financial Group
New York
$697K +$280K +1,805 +67%
AFG
1110
AFS Financial Group
Maryland
$696K +$11K +71 +2%
MAA
1111
Mraz Amerine & Associates
California
$693K -$178K -1,148 -20%
IB
1112
Intrust Bank
Kansas
$693K +$123K +794 +22%
MPI
1113
Mairs & Power Inc
Minnesota
$693K +$18K +116 +3%
FEG
1114
Financial Enhancement Group
Indiana
$692K – – –
CA
1115
Crane Advisory
California
$690K -$624 -4 -0.1%
FNBOO
1116
First National Bank of Omaha
Nebraska
$687K +$113K +730 +20%
WWC
1117
Waypoint Wealth Counsel
Georgia
$685K +$17.9K +115 +3%
SCM
1118
SOL Capital Management
Maryland
$684K – – –
CM
1119
Capital Management
Virginia
$684K – – –
KC
1120
Kenfarb & Co
Kentucky
$681K -$27.2K -175 -4%
HCM
1121
HMS Capital Management
Tennessee
$680K +$2.18K +14 +0.3%
BFA
1122
Beaumont Financial Advisors
Massachusetts
$678K -$46K -296 -6%
IF
1123
Intrua Financial
Texas
$677K – – –
PCH
1124
PGIM Custom Harvest
New Jersey
$673K – – –
Deutsche Bank
1125
Deutsche Bank
Germany
$671K – – –
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45
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