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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.

Holders
1,814
Holders Change
+31
Holders Change %
+1.74%
% of All Funds
28.93%
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
1
Bank of America
North Carolina
$3.58B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$118M
3
MCM
3
MAI Capital Management
Ohio
$109M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$280M
5
SIS
5
Strategic Investment Solutions
Illinois
$33.6M

Top Sellers

1
Citigroup
1
Citigroup
New York
$27.4M
2
Charles Schwab
2
Charles Schwab
California
$147M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$302M
4
BFS
4
Bard Financial Services
Connecticut
$0
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$303M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
101
NewEdge Advisors
Louisiana
$35.7M 229,847 -84,312 -27%
KBFS
102
Kohmann Bosshard Financial Services
Ohio
$35.5M 228,244 +15,431 +7%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$35M 225,530 +10,107 +5%
RCA
104
Resonant Capital Advisors
Wisconsin
$35M 224,213 -890 -0.4%
APP
105
Avantax Planning Partners
Iowa
$34.7M 223,530 -8,169 -4%
EGA
106
E&G Advisors
Texas
$34.3M 220,408 -8,874 -4%
AFA
107
American Financial Advisors
Georgia
$33.9M 218,385 +4,952 +2%
MA
108
Mosaic Advisors
Texas
$33.8M 217,683 -17,626 -7%
SIS
109
Strategic Investment Solutions
Illinois
$33.6M 206,997 +204,751 +9,116%
VU
110
Valence8 US
Massachusetts
$33.5M 215,549 +3,707 +2%
SPIA
111
Steward Partners Investment Advisory
New York
$32.8M 211,272 -20,345 -9%
CWM
112
Connecticut Wealth Management
Connecticut
$32.3M 207,941 -1,050 -0.5%
TCM
113
TD Capital Management
Tennessee
$31.8M 204,907 -1,624 -0.8%
BP
114
Ballentine Partners
Massachusetts
$31.4M 202,237 -5 -0%
PCIA
115
Prime Capital Investment Advisors
Kansas
$31.1M 200,401 +2,971 +2%
CA
116
Cetera Advisors
Colorado
$30.5M 196,564 +37,763 +24%
Northern Trust
117
Northern Trust
Illinois
$30.5M 196,236 +21,790 +12%
PMG
118
ProVise Management Group
Florida
$30.4M 195,594 -15,697 -7%
OHWA
119
Oak Hill Wealth Advisors
Virginia
$30.3M 194,929 +2,892 +2%
AM
120
AGF Management
Ontario, Canada
$29.5M 189,620 -10,150 -5%
EH
121
Equitable Holdings
New York
$28.9M 185,781 +2,605 +1%
SFA
122
Seneca Financial Advisors
New York
$28.8M 185,465 -1,517 -0.8%
NFW
123
Noble Family Wealth
Florida
$28M 180,087 -650 -0.4%
SFG
124
StrategIQ Financial Group
Indiana
$28M 179,952 -403 -0.2%
M&T Bank
125
M&T Bank
New York
$27.6M 177,744 +1,031 +0.6%
3 4
5
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