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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 %
IP
1151
Ignite Planners
California
$872K +$3.45K +19 +0.4%
AL
1152
ACAS LLC
California
$868K -$696K -3,813 -45%
OCPWS
1153
One Charles Private Wealth Services
Massachusetts
$866K -$24.3K -133 -3%
MCM
1154
Maple Capital Management
Vermont
$865K -$108K -593 -11%
MIAS
1155
Mason Investment Advisory Services
Virginia
$862K – – –
WDL
1156
Well Done LLC
Michigan
$861K -$97.7K -535 -10%
SCM
1157
SOL Capital Management
Maryland
$859K +$96.2K +527 +13%
QCM
1158
QRG Capital Management
Illinois
$857K +$332K +1,816 +63%
BWM
1159
Blossom Wealth Management
California
$856K +$10.6K +58 +1%
LBC
1160
Lowe Brockenbrough & Co
Virginia
$853K -$233K -1,275 -21%
WB
1161
WesBanco Bank
West Virginia
$845K +$226K +1,237 +36%
SRC
1162
Sage Rhino Capital
California
$844K – – –
MFG
1163
Magnus Financial Group
New York
$840K +$2.92K +16 +0.3%
HB
1164
HTLF Bank
Colorado
$836K -$7.1M -38,871 -89%
HCMT
1165
Highland Capital Management (Tennessee)
Tennessee
$836K -$85.5K -468 -9%
TW
1166
Towerpoint Wealth
California
$835K -$569K -3,118 -41%
WH
1167
Willner & Heller
California
$831K -$5.11K -28 -0.6%
RBCM
1168
Raub Brock Capital Management
California
$831K -$108K -589 -11%
FPW
1169
Flagship Private Wealth
Massachusetts
$830K +$913 +5 +0.1%
IF
1170
Intrua Financial
Texas
$829K +$17.3K +95 +2%
KFP
1171
KMG Fiduciary Partners
Ohio
$827K -$6.03K -33 -0.7%
HCM
1172
HMS Capital Management
Tennessee
$824K +$25.6K +140 +3%
CAAS
1173
Capital Asset Advisory Services
Michigan
$822K -$7.71K -43 -0.9%
PCMC
1174
Private Capital Management (Colorado)
Colorado
$812K +$74K +405 +10%
FCH
1175
Freestone Capital Holdings
Washington
$811K +$479K +2,625 +145%
45 46
47
48 49