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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 %
MHIC
1176
Marble Harbor Investment Counsel
Massachusetts
$804K -$48K -263 -6%
CM
1177
Capital Management
Virginia
$803K – – –
JWM
1178
JGP Wealth Management
Oregon
$803K -$428K -2,343 -35%
AHC
1179
Anderson Hoagland & Co
Missouri
$801K +$2.66K +15 +0.3%
WB
1180
Webster Bank
Connecticut
$798K +$2.01K +11 +0.3%
CA
1181
Continuum Advisory
Idaho
$795K -$24.4K -135 -3%
IF
1182
Integrity Financial
Wyoming
$791K +$297K +1,626 +60%
KAS
1183
KPP Advisory Services
Kentucky
$788K +$788K +4,313 New
DWM
1184
Darwin Wealth Management
Florida
$784K -$11.5K -63 -1%
Jane Street
1185
Jane Street
New York
$780K +$338K +1,852 +77%
KC
1186
Kingfisher Capital
North Carolina
$779K +$183 +1 +0%
BTI
1187
Blue Trust Inc
Georgia
$779K -$210K -1,150 -21%
MWM
1188
Melfa Wealth Management
Massachusetts
$772K +$46.4K +254 +6%
LFS
1189
Legacy Financial Strategies
Kansas
$767K – – –
WP
1190
Westmount Partners
California
$766K +$1.83K +10 +0.2%
SCM
1191
Steele Capital Management
Iowa
$765K +$22.3K +122 +3%
FEG
1192
Financial Enhancement Group
Indiana
$763K – – –
GT
1193
Glenview Trust
Kentucky
$763K -$38K -208 -5%
BTW
1194
Boston Trust Walden
Massachusetts
$762K -$5.66K -31 -0.7%
JWA
1195
JFS Wealth Advisors
Pennsylvania
$759K +$2.92K +16 +0.4%
SP
1196
Sequent Planning
Nebraska
$758K +$758K +4,149 New
CMS
1197
Capital Market Strategies
Florida
$757K +$1.64K +9 +0.2%
PMG
1198
Private Management Group
California
$756K +$107K +584 +16%
GT
1199
Greenleaf Trust
Michigan
$753K -$28.1K -154 -4%
BDF
1200
Black Diamond Financial
Maryland
$748K – – –
46 47
48
49 50