VIG icon

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 %
OBGC
1276
O'Brien Greene & Co
Pennsylvania
$468K +$1.87K +12 +0.4%
SBIA
1277
Sheaff Brock Investment Advisors
Indiana
$468K -$7.46K -48 -2%
CC
1278
Claybrook Capital
Massachusetts
$466K – – –
VCP
1279
Verus Capital Partners
Arizona
$463K +$66K +425 +17%
PVI
1280
Pine Valley Investments
New Jersey
$462K +$36.7K +235 +9%
RWM
1281
Revisor Wealth Management
Ohio
$462K -$3.77M -24,236 -89%
TPWA
1282
TRUE Private Wealth Advisors
Oregon
$461K -$155 -1 -0%
CWA
1283
Core Wealth Advisors
Florida
$458K +$33.1K +213 +8%
TWM
1284
Tanager Wealth Management
United Kingdom
$456K +$1.09K +7 +0.2%
JHCP
1285
Jackson Hole Capital Partners
Oklahoma
$456K – – –
PCM
1286
Pennsylvania Capital Management
Pennsylvania
$452K -$13.8K -89 -3%
Chevy Chase Trust
1287
Chevy Chase Trust
Maryland
$451K – – –
FWI
1288
Facet Wealth Inc
Maryland
$451K +$40.6K +265 +10%
NGA
1289
Naples Global Advisors
Florida
$448K -$15.6K -100 -3%
CCM
1290
Canal Capital Management
Virginia
$447K -$5.28K -34 -1%
WOC
1291
West Oak Capital
California
$447K +$38.9K +250 +10%
Walleye Trading
1292
Walleye Trading
New York
$446K -$296K -1,902 -40%
CRI
1293
Commonwealth Retirement Investments
Virginia
$445K -$69.4K -447 -13%
HPIA
1294
Hamilton Point Investment Advisors
North Carolina
$444K – – –
FNC
1295
First National Corp
Massachusetts
$444K +$444K +2,858 New
EIP
1296
Ellis Investment Partners
Pennsylvania
$443K -$23K -148 -5%
FWTB
1297
First Western Trust Bank
Colorado
$442K – – –
KP
1298
Keel Point
Alabama
$441K +$2.18K +14 +0.5%
AF
1299
Apexium Financial
Texas
$441K -$7.18K -46 -2%
APC
1300
Asset Planning Corporation
Tennessee
$440K +$777 +5 +0.2%
50 51
52
53 54