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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 %
OFG
1251
Oxford Financial Group
Indiana
$509K – – –
TCOO
1252
Trust Company of Oklahoma
Oklahoma
$509K – – –
B
1253
Bensler
Washington
$508K +$311 +2 +0.1%
TC
1254
TAGStone Capital
North Carolina
$508K +$2.5K +16 +0.5%
CA
1255
Crewe Advisors
Utah
$506K -$26.4K -170 -5%
SIAS
1256
Summit Investment Advisory Services
Minnesota
$505K +$1.4K +9 +0.3%
TMWM
1257
Taylor & Morgan Wealth Management
Michigan
$501K +$25.3K +163 +5%
GWAM
1258
Guardian Wealth Advisors (Minnesota)
Minnesota
$500K +$621 +4 +0.1%
BWP
1259
BSW Wealth Partners
Colorado
$499K -$143K -921 -22%
RF
1260
Rollins Financial
Georgia
$496K -$9.79K -63 -2%
VIM
1261
Vista Investment Management
Pennsylvania
$494K -$1.87K -12 -0.4%
WCP
1262
Wick Capital Partners
Pennsylvania
$491K +$5.28K +34 +1%
VCM
1263
Virtue Capital Management
Tennessee
$488K – – –
WFAG
1264
Worth Financial Advisory Group
North Carolina
$486K -$51.3K -330 -10%
MWM
1265
Merriman Wealth Management
Washington
$479K -$6.4K -41 -1%
JC
1266
JB Capital
Connecticut
$477K +$14.1K +91 +3%
GDP
1267
Great Diamond Partners
Maine
$477K +$477K +3,069 New
BCCM
1268
Bridge Creek Capital Management
Massachusetts
$477K +$6.99K +45 +1%
RG
1269
Rathbones Group
United Kingdom
$474K +$11.7K +75 +3%
EA
1270
Ellsworth Advisors
Ohio
$473K +$465 +3 +0.1%
MFG
1271
Mendota Financial Group
Wisconsin
$472K – – –
SIC
1272
Samalin Investment Counsel
New York
$471K +$311 +2 +0.1%
IWP
1273
Icon Wealth Partners
Texas
$470K – – –
LPT
1274
Legacy Private Trust
Wisconsin
$469K -$18.2K -117 -4%
BBPWM
1275
Blue Bell Private Wealth Management
Pennsylvania
$469K – – –
49 50
51
52 53