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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 %
KIG
1201
Kowal Investment Group
Wisconsin
$566K -$15.5K -100 -3%
SWM
1202
Seaside Wealth Management
California
$564K +$2.64K +17 +0.5%
APIM
1203
Agate Pass Investment Management
Washington
$563K – – –
TC
1204
Trust Company
Kansas
$563K – – –
KSWA
1205
Kathleen S. Wright Associates
Pennsylvania
$561K +$466 +3 +0.1%
BAAM
1206
Baker Avenue Asset Management
California
$560K +$102K +659 +22%
OCPWS
1207
One Charles Private Wealth Services
Massachusetts
$558K +$155 +1 +0%
BOPW
1208
Brandywine Oak Private Wealth
Pennsylvania
$556K +$155 +1 +0%
TFA
1209
Trinity Financial Advisors
Ohio
$556K +$204K +1,316 +58%
EP
1210
Essential Planning
New Hampshire
$556K -$46.8K -301 -8%
CAM
1211
Clark Asset Management
New Hampshire
$556K +$556K +3,577 New
FNWM
1212
Financial Network Wealth Management
Utah
$554K +$24K +154 +5%
AWA
1213
Arete Wealth Advisors
Illinois
$554K -$14.4M -92,655 -96%
SFP
1214
Sterling Financial Planning
New Jersey
$552K -$6.06K -39 -1%
SMA
1215
Sage Mountain Advisors
Georgia
$551K – – –
PPW
1216
Pasadena Private Wealth
California
$551K +$6.68K +43 +1%
MTWM
1217
Masso Torrence Wealth Management
New Jersey
$551K – – –
HCM
1218
Howland Capital Management
Massachusetts
$550K – – –
CCT
1219
Capital City Trust
Florida
$546K -$932 -6 -0.2%
RIM
1220
Rockbridge Investment Management
New York
$546K – – –
PMFA
1221
Plante Moran Financial Advisors
Michigan
$545K -$45.2K -291 -8%
RCM
1222
Radnor Capital Management
Pennsylvania
$544K +$544K +3,503 New
GCMG
1223
Gyroscope Capital Management Group
Florida
$544K – – –
SC
1224
Saiph Capital
New Jersey
$542K -$13.2K -85 -2%
MPWT
1225
MassMutual Private Wealth & Trust
Connecticut
$540K -$55.6K -358 -9%
47 48
49
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