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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 %
PFA
1126
Pure Financial Advisors
California
$670K +$387K +2,493 +137%
SCA
1127
Sage Capital Advisors
South Dakota
$669K +$34K +219 +5%
RWA
1128
Redhawk Wealth Advisors
Minnesota
$668K -$7.77K -50 -1%
LFS
1129
Legacy Financial Strategies
Kansas
$663K – – –
PAM
1130
Palisade Asset Management
Minnesota
$663K +$10.1K +65 +2%
KC
1131
Kingfisher Capital
North Carolina
$662K +$155 +1 +0%
CWM
1132
Congress Wealth Management
Massachusetts
$662K +$198K +1,276 +43%
FFM
1133
Forum Financial Management
Illinois
$653K -$2.64K -17 -0.4%
DBT
1134
Dubuque Bank & Trust
Iowa
$653K – – –
TWM
1135
Thrive Wealth Management
Pennsylvania
$652K +$32.5K +209 +5%
BWM
1136
Blossom Wealth Management
California
$650K +$7.92K +51 +1%
ICG
1137
InterOcean Capital Group
Tennessee
$646K +$16.9K +109 +3%
AMM
1138
American Money Management
California
$643K -$93.2K -600 -13%
BMWM
1139
Brown Miller Wealth Management
Virginia
$643K +$5.6K +36 +0.9%
CAAS
1140
Capital Asset Advisory Services
Michigan
$643K -$19.1K -122 -3%
SFWA
1141
Summit Financial Wealth Advisors
Louisiana
$641K -$34.4K -218 -5%
DWM
1142
Dechtman Wealth Management
Colorado
$641K +$777 +5 +0.1%
ES
1143
Eagle Strategies
New York
$639K -$19.3K -124 -3%
TA
1144
TruWealth Advisors
Louisiana
$639K -$30.1K -194 -5%
RWP
1145
Revolve Wealth Partners
New Jersey
$636K +$108K +696 +20%
JWA
1146
JFS Wealth Advisors
Pennsylvania
$635K +$2.64K +17 +0.4%
CMS
1147
Capital Market Strategies
Florida
$634K +$5.37K +35 +0.9%
CC
1148
Callan Capital
California
$631K +$631K +4,063 New
ADL
1149
Asset Dedication LLC
California
$628K -$17.6K -113 -3%
HDIM
1150
Hanson & Doremus Investment Management
Vermont
$627K -$16.9K -109 -3%
44 45
46
47 48