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 %
WG
1376
Welch Group
Alabama
$373K +$32.8K +211 +10%
HCA
1377
Heck Capital Advisors
Wisconsin
$371K – – –
TA
1378
Tiedemann Advisors
New York
$367K +$937 +6 +0.3%
WCF
1379
West Coast Financial
California
$366K – – –
TBWA
1380
Three Bridge Wealth Advisors
California
$365K +$365K +2,340 New
AIM
1381
Acropolis Investment Management
Missouri
$363K +$155 +1 +0%
SSWM
1382
Strait & Sound Wealth Management
California
$362K -$41.9K -270 -10%
LWM
1383
Liberty Wealth Management
California
$362K -$51.5K -331 -12%
BAM
1384
Berkshire Asset Management
Pennsylvania
$361K -$38.8K -250 -10%
FPCP
1385
Fort Point Capital Partners
California
$360K – – –
MFS
1386
Madrona Financial Services
Washington
$358K +$43.2K +278 +14%
BFC
1387
Bedel Financial Consulting
Indiana
$358K – – –
WE
1388
Wealth Effects
Massachusetts
$357K +$10.9K +70 +3%
NFP
1389
Narus Financial Partners
Utah
$357K +$11.5K +74 +3%
CS
1390
Cannell & Spears
New York
$355K – – –
AFS
1391
Access Financial Services
Minnesota
$354K – – –
AI
1392
Accredited Investors
Minnesota
$353K -$20K -129 -5%
WFA
1393
Websterrogers Financial Advisors
South Carolina
$353K – – –
DA
1394
Doliver Advisors
Texas
$350K -$11.7K -75 -3%
BFIC
1395
Bedell Frazier Investment Counselling
California
$350K -$8.39K -54 -2%
SWA
1396
Sightline Wealth Advisors
Connecticut
$349K +$349K +2,248 New
AWA
1397
Archvest Wealth Advisors
California
$349K – – –
DF
1398
Dunhill Financial
United Kingdom
$348K -$20.2K -129 -5%
FWM
1399
Fingerlakes Wealth Management
New York
$348K +$1.71K +11 +0.5%
NSG
1400
Nalls Sherbakoff Group
Tennessee
$348K -$16K -103 -4%
54 55
56
57 58