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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 %
SOS
1301
Silver Oak Securities
Tennessee
$439K -$650K -4,183 -60%
B
1302
Bailard
California
$439K -$15.5K -100 -3%
PWMG
1303
Prestige Wealth Management Group
New Jersey
$439K -$15.3K -98 -3%
TCM
1304
Towercrest Capital Management
Pennsylvania
$434K – – –
ES
1305
ETF Store
Kansas
$432K +$30.3K +194 +8%
AGP
1306
Autumn Glory Partners
Texas
$432K +$19.7K +127 +5%
WPC
1307
White Pine Capital
Minnesota
$431K – – –
LCM
1308
LVM Capital Management
Michigan
$431K – – –
SSW
1309
Stone Summit Wealth
Florida
$430K +$622 +4 +0.1%
TWP
1310
Total Wealth Planning
Ohio
$428K +$1.86K +12 +0.4%
PIM
1311
Penobscot Investment Management
Massachusetts
$427K +$7.77K +50 +2%
MAM
1312
McLean Asset Management
Virginia
$427K +$784 +5 +0.2%
SFG
1313
Sage Financial Group
Pennsylvania
$427K -$10.9K -70 -2%
QCG
1314
Quadrant Capital Group
Ohio
$427K +$66.3K +427 +18%
SDWMA
1315
Schneider Downs Wealth Management Advisors
Pennsylvania
$426K -$135K -871 -24%
CAMG
1316
CWA Asset Management Group
Florida
$425K +$11.3K +73 +3%
AG
1317
Ascent Group
Virginia
$425K +$1.1K +7 +0.3%
LWM
1318
LJI Wealth Management
Indiana
$424K +$2.02K +13 +0.5%
DFG
1319
Demars Financial Group
Washington
$424K – – –
RA
1320
Rise Advisors
New York
$423K +$1.87K +12 +0.4%
CDH
1321
Charles D. Hyman
$421K +$6.53K +42 +2%
AIM
1322
Anchor Investment Management
South Carolina
$421K +$139K +895 +49%
BWM
1323
BCS Wealth Management
Tennessee
$420K +$420K +2,702 New
RF
1324
RHS Financial
California
$420K -$40.2K -259 -9%
BFP
1325
Beacon Financial Planning
Massachusetts
$417K +$155 +1 +0%
51 52
53
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