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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 %
Neuberger Berman Group
1301
Neuberger Berman Group
New York
$619K -$124K -677 -17%
ATC
1302
Advantage Trust Company
Kansas
$619K – – –
MBI
1303
May Barnhard Investments
Maryland
$617K +$42.7K +234 +7%
NGA
1304
Naples Global Advisors
Florida
$616K +$92K +504 +18%
MWP
1305
Meridian Wealth Partners
Pennsylvania
$616K -$59.5K -326 -9%
NS
1306
NBC Securities
Alabama
$613K -$76.5K -419 -11%
SFP
1307
Sterling Financial Planning
New Jersey
$613K -$15K -82 -2%
MTWM
1308
Masso Torrence Wealth Management
New Jersey
$613K -$34.5K -189 -5%
HNB
1309
Hilltop National Bank
Wyoming
$612K +$612K +3,351 New
CAM
1310
Covenant Asset Management
New Jersey
$611K -$13.1K -72 -2%
VNA
1311
Valley National Advisers
Pennsylvania
$610K – – –
MF
1312
Montis Financial
Massachusetts
$608K – – –
TCM
1313
Telos Capital Management
California
$608K -$18.3K -100 -3%
MCM
1314
Manchester Capital Management
Vermont
$607K +$1.83K +10 +0.3%
HFS
1315
Heritage Financial Services
Massachusetts
$606K – – –
DWM
1316
Destination Wealth Management
California
$606K +$365 +2 +0.1%
CFSG
1317
Community Financial Services Group
Vermont
$606K +$606K +3,316 New
HI
1318
Hoey Investments
Pennsylvania
$605K -$106K -582 -15%
EL
1319
EWA LLC
Pennsylvania
$605K -$22.2M -122,764 -97%
TC
1320
TAGStone Capital
North Carolina
$603K +$2.56K +14 +0.4%
NL
1321
NVWM LLC
Pennsylvania
$603K – – –
SEP
1322
Southland Equity Partners
Missouri
$602K – – –
AQR Capital Management
1323
AQR Capital Management
Connecticut
$599K +$599K +3,282 New
OFG
1324
Oxford Financial Group
Indiana
$599K – – –
B
1325
Bensler
Washington
$598K +$365 +2 +0.1%
51 52
53
54 55