VIG icon

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 %
LFS
1251
Lutz Financial Services
Nebraska
$687K – – –
CPSAC
1252
Chas P. Smith & Associates (CPS)
Florida
$683K -$26.3K -144 -4%
SL
1253
Salomon & Ludwin
Virginia
$682K +$53.9K +295 +9%
MSFP
1254
Mark Sheptoff Financial Planning
Connecticut
$681K -$4.38K -24 -0.6%
SLA
1255
Silver Lake Advisory
Utah
$681K +$681K +3,729 New
PPW
1256
Pasadena Private Wealth
California
$679K +$20.6K +113 +3%
PSB
1257
Passumpsic Savings Bank
Vermont
$676K +$676K +3,704 New
SIMG
1258
Sonora Investment Management Group
Arizona
$674K -$22.6K -124 -3%
CA
1259
Carson Advisory
Georgia
$674K +$45.5K +249 +7%
SWM
1260
Seaside Wealth Management
California
$673K +$2.74K +15 +0.4%
SC
1261
Stephens Consulting
Michigan
$671K -$3.65K -20 -0.5%
1W
1262
1776 Wealth
Georgia
$668K – – –
RFA
1263
RTD Financial Advisors
Pennsylvania
$667K – – –
BW
1264
Bison Wealth
Georgia
$667K -$186K -1,017 -22%
TFM
1265
Trademark Financial Management
Minnesota
$665K -$51.3K -281 -7%
NIC
1266
Northwest Investment Counselors
Oregon
$664K – – –
CA
1267
CoreCap Advisors
Michigan
$664K -$365 -2 -0.1%
TC
1268
Trust Company
Kansas
$663K +$1.64K +9 +0.2%
PSF
1269
Pacific Sun Financial
California
$663K – – –
GBT
1270
Grove Bank & Trust
Florida
$662K – – –
MAA
1271
Matrix Asset Advisors
New York
$661K +$5.66K +31 +0.9%
SAM
1272
Synergy Asset Management
Washington
$661K -$41.5K -227 -6%
SWM
1273
Selective Wealth Management
Virginia
$660K +$660K +3,719 New
SPWM
1274
Schrum Private Wealth Management
Florida
$660K +$125K +682 +23%
TFA
1275
Trinity Financial Advisors
Ohio
$658K +$1.28K +7 +0.2%
49 50
51
52 53