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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,027 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, 756 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,027
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
756
Closed
94
Calls
$125M
Puts
$50.6M
Net Calls
+$74.2M
Net Calls Change
+$6.37M

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$239M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$124M
3
HWM
HB Wealth Management
Georgia
+$112M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$85.2M
5
AAS
Annex Advisory Services
Wisconsin
+$72.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.1B
2
Bank of America
Bank of America
North Carolina
-$914M
3
Truist Financial
Truist Financial
North Carolina
-$99.4M
4
Charles Schwab
Charles Schwab
California
-$96.9M
5
AWM
Apollon Wealth Management
South Carolina
-$40.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
1226
HFG Advisors
Ohio
$715K -$59.2K -324 -8%
ACP
1227
Arcus Capital Partners
Georgia
$715K +$1.64K +9 +0.2%
CCM
1228
Canal Capital Management
Virginia
$714K +$118K +644 +20%
BMD
1229
Better Money Decisions
New Mexico
$714K -$181K -989 -20%
KP
1230
Keel Point
Alabama
$714K +$190K +1,042 +36%
FCIM
1231
Fairview Capital Investment Management
California
$712K – – –
IWM
1232
Integris Wealth Management
California
$711K – – –
AAM
1233
Aureus Asset Management
Massachusetts
$710K -$120K -657 -14%
IB
1234
Intrust Bank
Kansas
$710K -$78.3K -429 -10%
PWG
1235
Portside Wealth Group
Utah
$705K +$51.9K +284 +8%
WCWM
1236
Willow Creek Wealth Management
California
$704K +$3.1K +17 +0.4%
MWA
1237
MN Wealth Advisors
Kansas
$702K -$212K -1,158 -23%
BCM
1238
Boltwood Capital Management
California
$699K – – –
PWLP
1239
Prio Wealth Limited Partnership
Massachusetts
$698K – – –
SBIA
1240
Sheaff Brock Investment Advisors
Indiana
$698K +$11.3K +62 +2%
NEWAS
1241
N.E.W. Advisory Services
Wisconsin
$698K -$2.56K -14 -0.4%
KWM
1242
Koa Wealth Management
California
$698K +$16.1K +88 +2%
BWP
1243
BSW Wealth Partners
Colorado
$696K -$60.1K -329 -8%
VR
1244
Valued Retirements
Texas
$696K +$30.1K +165 +5%
AWA
1245
Arkadios Wealth Advisors
Georgia
$696K -$214K -1,174 -24%
ADL
1246
Asset Dedication LLC
California
$694K -$42.6K -234 -6%
AWM
1247
Avaii Wealth Management
Wisconsin
$694K -$8.76K -48 -1%
TWG
1248
The Wealth Group
Minnesota
$690K -$19.2K -106 -3%
CNC
1249
Citizens & Northern Corp
Pennsylvania
$689K – – –
Fisher Asset Management
1250
Fisher Asset Management
Washington
$689K -$457K -2,500 -40%
48 49
50
51 52