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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 %
FA
1176
Fiduciary Alliance
South Carolina
$592K +$110K +711 +23%
SIMG
1177
Sonora Investment Management Group
Arizona
$592K +$119K +764 +25%
AAM
1178
Aureus Asset Management
Massachusetts
$591K -$18.3K -118 -3%
WB
1179
WesBanco Bank
West Virginia
$590K -$777 -5 -0.1%
SC
1180
Stephens Consulting
Michigan
$588K -$69.5K -447 -11%
CNC
1181
Citizens & Northern Corp
Pennsylvania
$587K – – –
PWLP
1182
Prio Wealth Limited Partnership
Massachusetts
$586K – – –
LFS
1183
Lutz Financial Services
Nebraska
$584K – – –
CPSAC
1184
Chas P. Smith & Associates (CPS)
Florida
$584K +$105K +673 +22%
MSFP
1185
Mark Sheptoff Financial Planning
Connecticut
$583K -$15.5K -100 -3%
PAWA
1186
Palo Alto Wealth Advisors
California
$583K -$114K -728 -16%
MSWMA
1187
Market Street Wealth Management Advisors
Indiana
$580K +$580K +3,733 New
NS
1188
NBC Securities
Alabama
$579K +$579K +3,731 New
PMG
1189
Private Management Group
California
$578K +$84.4K +543 +17%
MWP
1190
Meridian Wealth Partners
Pennsylvania
$576K +$54.7K +352 +10%
NIC
1191
Northwest Investment Counselors
Oregon
$573K +$34.2K +220 +6%
CGF
1192
Constant Guidance Financial
Massachusetts
$572K +$572K +3,703 New
GAM
1193
Gemmer Asset Management
California
$572K +$23.9K +154 +4%
GBT
1194
Grove Bank & Trust
Florida
$570K +$570K +3,669 New
PP
1195
PrairieView Partners
Minnesota
$569K – – –
1W
1196
1776 Wealth
Georgia
$569K – – –
MAA
1197
Matrix Asset Advisors
New York
$569K +$777 +5 +0.1%
RFA
1198
RTD Financial Advisors
Pennsylvania
$568K +$568K +3,655 New
CA
1199
CoreCap Advisors
Michigan
$568K +$60.1K +387 +12%
PSF
1200
Pacific Sun Financial
California
$567K – – –
46 47
48
49 50