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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 %
IWA
1376
Icon Wealth Advisors
Texas
$552K – – –
IWS
1377
Insight Wealth Strategies
California
$550K +$2.01K +11 +0.4%
HWMA
1378
Heritage Wealth Management (Arizona)
Arizona
$549K – – –
LW
1379
Libra Wealth
California
$549K +$42K +232 +8%
PFA
1380
Pure Financial Advisors
California
$548K -$74.3K -407 -12%
LWM
1381
Laidlaw Wealth Management
New York
$548K -$535K -2,932 -49%
RFA
1382
Rollins Financial Advisors
New York
$547K – – –
IW
1383
Imprint Wealth
South Carolina
$546K -$150K -829 -22%
PL
1384
Plancorp LLC
Missouri
$545K +$159K +870 +41%
MFS
1385
Madrona Financial Services
Washington
$545K +$131K +718 +32%
BOPW
1386
Brandywine Oak Private Wealth
Pennsylvania
$545K – – –
VWWMG
1387
Vermillion & White Wealth Management Group
Pennsylvania
$541K – – –
JC
1388
JB Capital
Connecticut
$541K +$13.2K +72 +2%
FBT
1389
First Bank & Trust
South Dakota
$541K +$288K +1,579 +114%
BWA
1390
BCU Wealth Advisors
Illinois
$540K +$1.64K +9 +0.3%
MPI
1391
Mairs & Power Inc
Minnesota
$540K -$169K -925 -24%
TMWM
1392
Taylor & Morgan Wealth Management
Michigan
$540K -$29.2K -160 -5%
MFG
1393
Mendota Financial Group
Wisconsin
$539K – – –
AI
1394
Accredited Investors
Minnesota
$538K +$122K +670 +29%
NCM
1395
Next Capital Management
New York
$537K – – –
JHCP
1396
Jackson Hole Capital Partners
Oklahoma
$537K +$183 +1 +0%
EA
1397
Ellsworth Advisors
Ohio
$536K +$176 +1 +0%
LT
1398
Legacy Trust
Michigan
$536K – – –
SCA
1399
Scott Capital Advisors
Oregon
$533K -$2.34K -13 -0.4%
ACP
1400
Aveo Capital Partners
Colorado
$532K +$306K +1,731 +136%
54 55
56
57 58