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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 %
DWP
1101
Daymark Wealth Partners
Ohio
$988K +$631K +3,454 +176%
CW
1102
CIC Wealth
Maryland
$988K +$548 +3 +0.1%
MPW
1103
MA Private Wealth
California
$988K -$20.8K -114 -2%
WIP
1104
WealthCare Investment Partners
Rhode Island
$986K -$2.01K -11 -0.2%
FTWA
1105
Fifth Third Wealth Advisors
Ohio
$986K +$44.6K +244 +5%
LCC
1106
Lincoln Capital Corp
Rhode Island
$985K -$10K -55 -1%
EFA
1107
Evernest Financial Advisors
Indiana
$980K -$312K -1,791 -24%
LWA
1108
Lantern Wealth Advisors
New York
$979K +$303K +1,662 +45%
CCG
1109
Cypress Capital Group
Florida
$978K -$95.9K -525 -9%
MFA
1110
Morling Financial Advisors
California
$974K -$27.6K -151 -3%
AWM
1111
Alterna Wealth Management
Texas
$973K +$973K +5,330 New
PFA
1112
Pettinga Financial Advisors
Indiana
$973K -$645K -3,534 -40%
SPI
1113
Sutton Place Investors
New York
$970K – – –
SCA
1114
Sage Capital Advisors
South Dakota
$969K +$183 +1 +0%
WFA
1115
Wells Financial Advisors
Massachusetts
$968K – – –
PNC
1116
Park National Corp
Ohio
$964K -$37.6K -206 -4%
DWT
1117
Dorsey & Whitney Trust
South Dakota
$963K -$669K -3,666 -41%
BIM
1118
Baldwin Investment Management
Pennsylvania
$962K +$265K +1,452 +38%
EL
1119
EMFO LLC
Florida
$960K – – –
SAM
1120
Sawgrass Asset Management
Florida
$957K – – –
FFM
1121
Flagstone Financial Management
Nebraska
$945K – – –
IWN
1122
Independent Wealth Network
Iowa
$937K +$77.2K +423 +9%
RDFA
1123
Ritter Daniher Financial Advisory
Ohio
$931K – – –
JIP
1124
Jaffetilchin Investment Partners
Florida
$930K +$18.4K +101 +2%
IA
1125
IFG Advisors
Missouri
$930K +$67.6K +370 +8%
43 44
45
46 47