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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,042 hedge funds and large institutions have $34.5B invested in Vanguard Dividend Appreciation ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 690 increasing their positions, 780 reducing their positions, and 73 closing their positions.

Holders
2,042
Holders Change
+16
Holders Change %
+0.79%
% of All Funds
29.71%
Holding in Top 10
229
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-6.53%
% of All Funds
3.33%
New
123
Increased
690
Reduced
780
Closed
73
Calls
$90.6M
Puts
$12.4M
Net Calls
+$78.3M
Net Calls Change
+$4.06M

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$237M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.64B
3
HWM
3
HB Wealth Management
Georgia
$850M
4
LPL Financial
4
LPL Financial
California
$1B
5
Bank of America
5
Bank of America
North Carolina
$3.95B

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$22.6M
2
Wells Fargo
2
Wells Fargo
California
$1.86B
3
LNC
3
Lincoln National Corp
Pennsylvania
$98.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$319M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.23B
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
101
Mosaic Advisors
Texas
$38.3M +$118K +649 +0.3%
EGA
102
E&G Advisors
Texas
$38M -$358K -1,960 -0.9%
Northern Trust
103
Northern Trust
Illinois
$37.7M +$399K +2,185 +1%
NFW
104
Noble Family Wealth
Florida
$37M +$1.29M +7,074 +4%
BP
105
Ballentine Partners
Massachusetts
$36.5M -$136K -744 -0.4%
TCM
106
TD Capital Management
Tennessee
$36.4M -$673K -3,689 -2%
KBFS
107
Kohmann Bosshard Financial Services
Ohio
$36.4M -$4.44M -24,325 -11%
CWM
108
Connecticut Wealth Management
Connecticut
$36.2M -$481K -2,636 -1%
BWM
109
Buska Wealth Management
Wisconsin
$36.2M +$2.3M +12,589 +7%
OHWA
110
Oak Hill Wealth Advisors
Virginia
$35.8M +$35.8M +195,951 New
PCIA
111
Prime Capital Investment Advisors
Kansas
$35.7M -$1.78M -9,767 -5%
M&T Bank
112
M&T Bank
New York
$34M -$1.38M -7,564 -4%
FFA
113
Frazier Financial Advisors
Ohio
$33.3M +$1.16M +6,369 +4%
EA
114
Eclectic Associates
California
$32.1M +$693K +3,796 +2%
HFS
115
Howard Financial Services
Texas
$32M +$552K +3,025 +2%
LWANC
116
Laurel Wealth Advisors (North Carolina)
North Carolina
$32M +$225K +1,231 +0.7%
SCTC
117
Sanibel Captiva Trust Company
Florida
$31.8M +$1.04M +5,715 +3%
AAS
118
Avantax Advisory Services
Texas
$31.6M +$3.02M +16,541 +11%
AT
119
Arlington Trust
Alabama
$30.5M +$401K +2,198 +1%
MFIM
120
Mesirow Financial Investment Management
Illinois
$30.3M -$1.53M -8,386 -5%
EDRIA
121
Edmonds Duncan Registered Investment Advisors
Kansas
$30.2M -$1.19M -6,503 -4%
CAL
122
Capital Advisors Ltd
Ohio
$29.7M -$164K -896 -0.5%
FI
123
FIDELIS iM
Oregon
$29.7M +$177K +969 +0.6%
DADC
124
D.A. Davidson & Co
Montana
$29.3M -$16.9M -92,484 -37%
PMG
125
ProVise Management Group
Florida
$29.3M -$4.32M -23,666 -13%
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5
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