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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 %
ACP
1151
Arcus Capital Partners
Georgia
$626K +$1.55K +10 +0.2%
PFG
1152
Pacific Financial Group
Washington
$623K +$3.89K +25 +0.6%
W
1153
Wealthquest
Ohio
$623K -$3.11K -20 -0.5%
MWM
1154
Melfa Wealth Management
Massachusetts
$623K +$2.49K +16 +0.4%
AP
1155
Appleton Partners
Massachusetts
$622K -$4.66K -30 -0.7%
HA
1156
HFG Advisors
Ohio
$622K -$7.92K -51 -1%
GC
1157
Gratus Capital
Georgia
$619K +$11.2K +72 +2%
MTIC
1158
Missouri Trust & Investment Company
Missouri
$619K -$43.5K -280 -7%
HAIM
1159
Hunter Associates Investment Management
Pennsylvania
$617K -$854K -5,493 -58%
RI
1160
Ridgewood Investments
New Jersey
$615K +$466 +3 +0.1%
FWCM
1161
Ferguson Wellman Capital Management
Oregon
$614K -$4.66K -30 -0.8%
GWM
1162
GSB Wealth Management
Connecticut
$614K +$466 +3 +0.1%
EWM
1163
Elevatus Welath Management
New York
$613K +$613K +3,947 New
AWM
1164
Avaii Wealth Management
Wisconsin
$613K -$50.3K -324 -8%
AIS
1165
AM Investment Strategies
Tennessee
$613K – – –
CWM
1166
CIBC World Markets
New York
$612K +$612K +3,938 New
GP
1167
Girard Partners
Pennsylvania
$609K +$311 +2 +0.1%
FCIM
1168
Fairview Capital Investment Management
California
$606K – – –
IWM
1169
Integris Wealth Management
California
$605K – – –
SAM
1170
Synergy Asset Management
Washington
$599K +$599K +3,856 New
RIA
1171
Realta Investment Advisors
Delaware
$599K – – –
NEWAS
1172
N.E.W. Advisory Services
Wisconsin
$598K -$75.4K -485 -11%
WCWM
1173
Willow Creek Wealth Management
California
$596K -$3.89K -25 -0.6%
BCM
1174
Boltwood Capital Management
California
$595K – – –
FW
1175
FirstPurpose Wealth
Utah
$595K -$49.1K -316 -8%
45 46
47
48 49