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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,009 hedge funds and large institutions have $34.8B invested in Vanguard Dividend Appreciation ETF in 2023 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 783 increasing their positions, 681 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,009
Holders Change
+195
Holders Change %
+10.75%
% of All Funds
29.46%
Holding in Top 10
256
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+8.02%
% of All Funds
3.75%
New
273
Increased
783
Reduced
681
Closed
45
Calls
$135M
Puts
$66.8M
Net Calls
+$67.8M
Net Calls Change
-$699K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.96B
2
Bank of America
2
Bank of America
North Carolina
$4.51B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$489M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$1.12B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.39B

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$231M
2
SF
2
Synovus Financial
Georgia
$12.1M
3
SIS
3
Strategic Investment Solutions
Illinois
$1.46M
4
VU
4
Valence8 US
Massachusetts
$0
5
EW
5
Evoke Wealth
California
$265K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
101
Advisory Alpha
Michigan
$40.9M -$502K -2,948 -1%
WA
102
Wealth Architects
California
$40.2M +$174K +1,020 +0.4%
NEPWA
103
New England Private Wealth Advisors
Massachusetts
$40M +$584K +3,428 +1%
LWMG
104
Levy Wealth Management Group
Pennsylvania
$39.9M +$223K +1,306 +0.6%
KBFS
105
Kohmann Bosshard Financial Services
Ohio
$38.9M -$14K -82 -0%
US Bancorp
106
US Bancorp
Minnesota
$38.8M -$418K -2,452 -1%
RCA
107
Resonant Capital Advisors
Wisconsin
$38.5M +$334K +1,960 +0.9%
SPIA
108
Steward Partners Investment Advisory
New York
$38.3M +$2.34M +13,708 +6%
AFA
109
American Financial Advisors
Georgia
$37.3M +$39.7K +233 +0.1%
MA
110
Mosaic Advisors
Texas
$36.7M -$443K -2,597 -1%
CA
111
Cetera Advisors
Colorado
$36.6M +$3.15M +18,489 +9%
EGA
112
E&G Advisors
Texas
$36.2M -$1.36M -8,004 -4%
CWM
113
Connecticut Wealth Management
Connecticut
$35.2M -$225K -1,322 -0.6%
TCM
114
TD Capital Management
Tennessee
$34.7M -$171K -1,006 -0.5%
BP
115
Ballentine Partners
Massachusetts
$34.4M -$101K -592 -0.3%
Citigroup
116
Citigroup
New York
$33.8M +$3.69M +21,672 +12%
Northern Trust
117
Northern Trust
Illinois
$33.8M +$316K +1,857 +0.9%
EH
118
Equitable Holdings
New York
$33.6M +$1.94M +11,386 +6%
PCIA
119
Prime Capital Investment Advisors
Kansas
$33.5M -$682K -4,002 -2%
PMG
120
ProVise Management Group
Florida
$33.3M +$10.6K +62 +0%
OHWA
121
Oak Hill Wealth Advisors
Virginia
$33.2M +$21.8K +128 +0.1%
AP
122
Arlington Partners
Alabama
$32.1M +$26.9M +157,887 +516%
SFA
123
Seneca Financial Advisors
New York
$31.6M -$39.4K -231 -0.1%
AM
124
AGF Management
Ontario, Canada
$31.4M -$876K -5,142 -3%
NFW
125
Noble Family Wealth
Florida
$31.3M +$628K +3,685 +2%
3 4
5
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