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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 %
AT
1401
Arden Trust
Delaware
$348K -$59.5K -383 -15%
M
1402
MYeCFO
California
$347K +$347K +2,240 New
CANC
1403
Culbertson A N & Co
Virginia
$347K – – –
BA
1404
Bridge Advisory
California
$346K +$346K +2,227 New
AWG
1405
Altus Wealth Group
Colorado
$346K – – –
AssetMark Inc
1406
AssetMark Inc
California
$345K +$80.2K +516 +30%
JWM
1407
Jeppson Wealth Management
California
$344K -$777 -5 -0.2%
AFG
1408
ABLE Financial Group
Arizona
$344K +$15.7K +101 +5%
IF
1409
Integrity Financial
Wyoming
$344K +$22.5K +145 +7%
DWP
1410
Daymark Wealth Partners
Ohio
$344K -$158K -1,019 -32%
GF
1411
Gries Financial
Ohio
$344K -$24.4K -157 -7%
CIG
1412
Cairn Investment Group
Washington
$342K – – –
Two Sigma Advisers
1413
Two Sigma Advisers
New York
$342K +$342K +2,200 New
MIC
1414
Means Investment Company
Maine
$340K -$18.2K -117 -5%
SFB
1415
STAR Financial Bank
Indiana
$339K – – –
PCFFS
1416
Pacific Center for Financial Services
California
$337K +$37.9K +244 +13%
RWM
1417
Rockwood Wealth Management
Pennsylvania
$337K – – –
PCTC
1418
Perkins Coie Trust Company
Washington
$336K – – –
RTL
1419
Red Tortoise LLC
Georgia
$336K -$59.7K -384 -15%
EWG
1420
Executive Wealth Group
Washington
$336K – – –
SPWG
1421
Syntegra Private Wealth Group
Missouri
$336K +$33.4K +215 +11%
WIA
1422
World Investment Advisors
California
$336K +$336K +2,149 New
CA
1423
Claro Advisors
Massachusetts
$333K +$60.7K +391 +22%
ERIC
1424
Eagle Rock Investment Company
Georgia
$333K – – –
DPI
1425
Diversified Portfolios Inc
Michigan
$332K +$50K +322 +18%
55 56
57
58 59