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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 %
TA
1126
TruWealth Advisors
Louisiana
$927K +$32.3K +177 +4%
PHWM
1127
Pine Harbor Wealth Management
Maryland
$923K -$206K -1,127 -18%
FG
1128
Fiduciary Group
Georgia
$921K +$45.5K +249 +5%
NDSI
1129
Newman Dignan & Sheerar Inc
Rhode Island
$921K +$1.46K +8 +0.2%
BMWM
1130
Brown Miller Wealth Management
Virginia
$914K +$157K +859 +21%
ITIM
1131
Indiana Trust & Investment Management
Indiana
$912K – – –
KCFA
1132
Key Client Fiduciary Advisors
New Jersey
$912K +$8.95K +49 +1%
BP
1133
BBR Partners
New York
$912K +$912K +4,993 New
LL
1134
LWMG LLC
Minnesota
$908K +$731 +4 +0.1%
MFWP
1135
Mosaic Family Wealth Partners
Missouri
$903K +$4.2K +23 +0.5%
SPI
1136
Santori & Peters Inc
Pennsylvania
$901K +$3.11K +17 +0.3%
SAM
1137
Smartleaf Asset Management
Massachusetts
$899K +$890K +4,880 +9,959%
GWM
1138
GSB Wealth Management
Connecticut
$899K +$216K +1,185 +32%
VC
1139
Vicus Capital
Pennsylvania
$898K +$548 +3 +0.1%
BC
1140
Bowman & Company
Wisconsin
$895K +$203K +1,112 +29%
PAM
1141
Palisade Asset Management
Minnesota
$891K +$135K +741 +18%
OAM
1142
Occidental Asset Management
California
$890K -$96.2K -527 -10%
FFM
1143
Forum Financial Management
Illinois
$889K +$28.9K +158 +3%
BCM
1144
Brookmont Capital Management
Texas
$886K -$344K -1,886 -28%
NRA
1145
NSI Retail Advisors
Pennsylvania
$883K -$201K -1,100 -19%
JWBC
1146
John W. Brooker & Co
California
$882K +$4.02K +22 +0.5%
XF
1147
XML Financial
Maryland
$876K +$41.8K +229 +5%
TYCC
1148
Texas Yale Capital Corp
Florida
$875K – – –
LWM
1149
LongView Wealth Management
Georgia
$874K -$79.1K -433 -8%
FAG
1150
Financial Advisory Group
Texas
$873K -$28.3K -155 -3%
44 45
46
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