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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 %
WMP
1326
Wealth Management Partners
Arizona
$416K +$3.88K +25 +0.9%
VCP
1327
Vista Capital Partners
Oregon
$415K -$95.1K -612 -19%
OL
1328
Optas LLC
Texas
$414K – – –
BBA
1329
BLB&B Advisors
Pennsylvania
$414K +$10.9K +70 +3%
RSA
1330
River Street Advisors
Illinois
$413K +$155 +1 +0%
GCIM
1331
Gunn & Company Investment Management
Florida
$412K +$412K +2,650 New
MWM
1332
MBE Wealth Management
Wisconsin
$411K -$1.09K -7 -0.3%
SAM
1333
SignalPoint Asset Management
Missouri
$411K -$19.1K -123 -4%
FWM
1334
Focused Wealth Management
New York
$410K – – –
BPWM
1335
Badgley Phelps Wealth Managers
Washington
$410K -$288K -1,854 -41%
MCM
1336
Mengis Capital Management
Oregon
$409K +$155 +1 +0%
PWA
1337
Physician Wealth Advisors
Utah
$409K -$1.56K -10 -0.4%
LWP
1338
LMG Wealth Partners
Louisiana
$408K -$10.7K -69 -3%
PWM
1339
PBMares Wealth Management
Virginia
$408K +$6.99K +45 +2%
TW
1340
TrinityPoint Wealth
Connecticut
$407K – – –
FPFS
1341
First Personal Financial Services
North Carolina
$407K – – –
DWM
1342
Denver Wealth Management
Colorado
$406K +$1.4K +9 +0.3%
MCWS
1343
McKinley Carter Wealth Services
West Virginia
$405K – – –
TLA
1344
Tanglewood Legacy Advisors
Texas
$405K – – –
CWM
1345
Calamos Wealth Management
Illinois
$404K +$78.5K +505 +24%
CA
1346
Callahan Advisors
Texas
$404K +$404K +2,600 New
CRWM
1347
Castle Rock Wealth Management
California
$402K +$619 +4 +0.2%
Simplex Trading
1348
Simplex Trading
Illinois
$401K +$401K +2,582 New
LFG
1349
Larson Financial Group
Missouri
$401K +$142K +912 +55%
JJBC
1350
James J. Burns & Company
New York
$398K – – –
52 53
54
55 56