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 %
AOWM
1351
Alpha Omega Wealth Management
Virginia
$397K +$155 +1 +0%
DIA
1352
Dana Investment Advisors
Wisconsin
$395K -$12.6K -81 -3%
CTWM
1353
Cherry Tree Wealth Management
Minnesota
$394K +$112K +719 +40%
IAP
1354
Indie Asset Partners
Indiana
$393K – – –
KFI
1355
Key Financial Inc
Pennsylvania
$392K -$9.63K -62 -2%
HIC
1356
Holderness Investments Company
North Carolina
$390K +$49.6K +319 +15%
AWE
1357
Avidian Wealth Enterprises
Texas
$387K -$24.1K -155 -6%
IA
1358
IFG Advisors
Missouri
$386K +$49K +315 +15%
ABLA
1359
Alan B. Lancz & Associates
Ohio
$386K +$155 +1 +0%
LIA
1360
LBMC Investment Advisors
Tennessee
$386K -$153K -997 -28%
BMM
1361
Buffington Mohr McNeal
Idaho
$386K -$14.3K -92 -4%
DLCIG
1362
D.L. Carlson Investment Group
New Hampshire
$385K -$46K -296 -11%
BBI
1363
Baxter Bros Inc
Connecticut
$385K +$385K +2,475 New
EWM
1364
EPG Wealth Management
Georgia
$384K +$621 +4 +0.2%
BCG
1365
Breakwater Capital Group
New Jersey
$384K -$4.62K -30 -1%
CIAS
1366
CFS Investment Advisory Services
New Jersey
$384K +$22.7K +146 +6%
SIC
1367
Sterling Investment Counsel
New York
$384K – – –
OAM
1368
Oak Asset Management
California
$384K +$155 +1 +0%
AF
1369
Advisornet Financial
Minnesota
$383K -$206K -1,326 -35%
SFG
1370
Summit Financial Group
West Virginia
$382K -$127K -815 -25%
C
1371
Certuity
Florida
$381K +$79.1K +509 +26%
PS
1372
Planned Solutions
California
$376K – – –
CSIC
1373
Clifford Swan Investment Counsel
California
$375K -$5.75K -37 -2%
AWAG
1374
ARS Wealth Advisors Group
Florida
$375K +$147K +944 +64%
DI
1375
Disciplined Investments
Oklahoma
$375K -$3.73K -24 -1%
53 54
55
56 57