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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 %
CA
1226
Carson Advisory
Georgia
$538K +$4.82K +31 +0.9%
LTAS
1227
Linden Thomas Advisory Services
North Carolina
$537K +$537K +3,458 New
FAN
1228
Financial Advisors Network
California
$536K +$536K +3,451 New
AWP
1229
Ascent Wealth Partners
New York
$535K – – –
SCA
1230
Scott Capital Advisors
Oregon
$535K +$6.29K +40 +1%
SL
1231
Salomon & Ludwin
Virginia
$535K – – –
NL
1232
NVWM LLC
Pennsylvania
$534K – – –
CAM
1233
Covenant Asset Management
New Jersey
$531K – – –
SPWM
1234
Schrum Private Wealth Management
Florida
$527K +$311 +2 +0.1%
HWM
1235
Hemington Wealth Management
Virginia
$526K – – –
SEP
1236
Southland Equity Partners
Missouri
$525K -$8.7K -56 -2%
FFG
1237
Frisch Financial Group
New York
$524K -$60.1K -387 -10%
DWM
1238
Destination Wealth Management
California
$523K -$10.3K -66 -2%
MIM
1239
Macroview Investment Management
Maryland
$523K +$329K +2,120 +170%
BlackRock
1240
BlackRock
New York
$520K +$473K +3,047 +1,016%
VNA
1241
Valley National Advisers
Pennsylvania
$520K – – –
ST
1242
Smithfield Trust
Pennsylvania
$518K – – –
MF
1243
Montis Financial
Massachusetts
$518K +$98.7K +635 +24%
FNB
1244
Farmers National Bank
Kentucky
$516K -$40.7K -262 -7%
HFS
1245
Heritage Financial Services
Massachusetts
$515K +$26.6K +171 +5%
MCM
1246
Manchester Capital Management
Vermont
$515K -$45.7K -294 -8%
SAM
1247
S.A. Mason
Michigan
$515K -$7.46K -48 -1%
BDF
1248
Black Diamond Financial
Maryland
$512K +$29.5K +190 +6%
SFC
1249
SYM Financial Corp
Indiana
$512K +$169K +1,089 +49%
FA
1250
Financial Alternatives
California
$511K -$2.18K -14 -0.4%
48 49
50
51 52