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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,026 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, 755 reducing their positions, and 94 closing their positions.

Holders
2,026
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
755
Closed
94
Calls
$125M
Puts
$50.6M
Net Calls
+$74.2M
Net Calls Change
+$6.37M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$646M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$149M
3
HWM
3
HB Wealth Management
Georgia
$814M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.58B
5
AAS
5
Annex Advisory Services
Wisconsin
$164M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.15B
2
Bank of America
2
Bank of America
North Carolina
$3.92B
3
Truist Financial
3
Truist Financial
North Carolina
$187M
4
Charles Schwab
4
Charles Schwab
California
$120M
5
AWM
5
Apollon Wealth Management
South Carolina
$11.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
101
Advisory Alpha
Michigan
$40.9M 223,850 -16,190 -7%
KBFS
102
Kohmann Bosshard Financial Services
Ohio
$40.8M 223,578 -4,584 -2%
US Bancorp
103
US Bancorp
Minnesota
$40.7M 222,854 -4,837 -2%
AFA
104
American Financial Advisors
Georgia
$40M 218,906 +288 +0.1%
LWMG
105
Levy Wealth Management Group
Pennsylvania
$39.9M 234,290 – –
EGA
106
E&G Advisors
Texas
$38.4M 210,368 -2,036 -1%
MA
107
Mosaic Advisors
Texas
$38.2M 209,375 -5,711 -3%
PCIA
108
Prime Capital Investment Advisors
Kansas
$37.5M 205,420 +9,021 +5%
Northern Trust
109
Northern Trust
Illinois
$37.4M 204,604 +6,511 +3%
TCM
110
TD Capital Management
Tennessee
$37.1M 203,166 -735 -0.4%
CWM
111
Connecticut Wealth Management
Connecticut
$36.7M 200,867 -5,752 -3%
BP
112
Ballentine Partners
Massachusetts
$36.6M 200,546 -1,099 -0.5%
EH
113
Equitable Holdings
New York
$36.3M 199,026 +1,859 +0.9%
NFW
114
Noble Family Wealth
Florida
$35.7M 195,680 +11,908 +6%
M&T Bank
115
M&T Bank
New York
$35.4M 194,059 +12,037 +7%
BWM
116
Buska Wealth Management
Wisconsin
$33.9M 185,600 +185,600 New
PMG
117
ProVise Management Group
Florida
$33.6M 184,134 -11,522 -6%
AM
118
AGF Management
Ontario, Canada
$33M 180,523 -3,955 -2%
VM
119
VPR Management
Texas
$32.5M 177,730 -79,600 -31%
JFA
120
JNBA Financial Advisors
Minnesota
$32.3M 176,796 -77,947 -31%
FFA
121
Frazier Financial Advisors
Ohio
$32.1M 175,779 +5,043 +3%
MFIM
122
Mesirow Financial Investment Management
Illinois
$31.8M 174,199 +19,300 +12%
EW
123
Evoke Wealth
California
$31.8M 174,196 +172,642 +11,110%
LWANC
124
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.7M 173,823 +9,425 +6%
HFS
125
Howard Financial Services
Texas
$31.4M 172,151 -7,471 -4%
3 4
5
6 7