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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 %
TCOO
1326
Trust Company of Oklahoma
Oklahoma
$598K – – –
GFP
1327
Gryphon Financial Partners
Ohio
$598K +$59.3K +325 +11%
RWP
1328
Revolve Wealth Partners
New Jersey
$598K -$17.7K -97 -3%
PMFA
1329
Plante Moran Financial Advisors
Michigan
$597K -$52K -285 -8%
FNB
1330
Farmers National Bank
Kentucky
$596K -$16.3K -89 -3%
CFS
1331
Cannon Financial Strategists
Georgia
$595K +$548 +3 +0.1%
GWAM
1332
Guardian Wealth Advisors (Minnesota)
Minnesota
$594K +$4.38K +24 +0.7%
PVI
1333
Pine Valley Investments
New Jersey
$591K -$41.3K -226 -7%
RIA
1334
Realta Investment Advisors
Delaware
$590K -$103K -564 -15%
FA
1335
Fiduciary Alliance
South Carolina
$589K -$126K -696 -18%
HCM
1336
Howland Capital Management
Massachusetts
$588K -$54.8K -300 -9%
WDG
1337
Wealth Dimensions Group
Ohio
$584K – – –
MIM
1338
Macroview Investment Management
Maryland
$582K -$10.2K -56 -2%
SIAS
1339
Summit Investment Advisory Services
Minnesota
$581K +$31K +170 +6%
VIM
1340
Vista Investment Management
Pennsylvania
$581K +$183 +1 +0%
LWM
1341
Lakeridge Wealth Management
Ohio
$581K -$11.3K -62 -2%
PGF
1342
Plan Group Financial
Oklahoma
$580K +$356K +1,949 +159%
SC
1343
Saiph Capital
New Jersey
$580K -$43.8K -240 -7%
CWA
1344
Core Wealth Advisors
Florida
$579K +$1.1K +6 +0.2%
RWM
1345
Rockwood Wealth Management
Pennsylvania
$579K +$182K +995 +46%
GLR
1346
Great Lakes Retirement
Ohio
$577K – – –
TWM
1347
Tanager Wealth Management
United Kingdom
$577K -$1.1K -6 -0.2%
WFAG
1348
Worth Financial Advisory Group
North Carolina
$577K +$15.9K +87 +3%
FA
1349
Financial Alternatives
California
$576K -$24.3K -133 -4%
HDIM
1350
Hanson & Doremus Investment Management
Vermont
$575K – – –
52 53
54
55 56