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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 %
TPWA
1401
TRUE Private Wealth Advisors
Oregon
$527K +$16.8K +92 +3%
CRI
1402
Commonwealth Retirement Investments
Virginia
$526K +$15.2K +83 +3%
OBGC
1403
O'Brien Greene & Co
Pennsylvania
$525K -$29.9K -164 -5%
SFC
1404
SYM Financial Corp
Indiana
$521K -$116K -633 -18%
CAM
1405
Clark Asset Management
New Hampshire
$519K -$134K -736 -21%
BMMM
1406
Boston Mountain Money Management
Arkansas
$519K +$519K +2,839 New
CAMG
1407
CWA Asset Management Group
Florida
$517K +$8.95K +49 +2%
TCM
1408
Towercrest Capital Management
Pennsylvania
$512K – – –
CVA
1409
Central Valley Advisors
California
$512K – – –
SFG
1410
Sage Financial Group
Pennsylvania
$511K -$135K -737 -21%
SAG
1411
SageView Advisory Group
California
$510K -$1.75M -25,520 -77%
AWMG
1412
Alliance Wealth Management Group
New Jersey
$510K – – –
AMCA
1413
Arthur M. Cohen & Associates
Illinois
$508K +$140K +764 +38%
BWM
1414
BCS Wealth Management
Tennessee
$508K +$3.29K +18 +0.7%
AGP
1415
Autumn Glory Partners
Texas
$508K – – –
AI
1416
AXS Investments
New York
$508K +$508K +2,780 New
LCM
1417
LVM Capital Management
Michigan
$506K – – –
TWP
1418
Total Wealth Planning
Ohio
$506K -$1.64K -9 -0.3%
TTWM
1419
TCV Trust & Wealth Management
Virginia
$505K +$56.4K +309 +13%
CANC
1420
Culbertson A N & Co
Virginia
$503K +$95.9K +525 +24%
FM
1421
Foster & Motley
Ohio
$503K +$154K +841 +44%
AIA
1422
Alera Investment Advisors
Illinois
$503K -$810K -4,438 -62%
RW
1423
Regimen Wealth
Georgia
$502K -$53.9K -295 -10%
QCG
1424
Quadrant Capital Group
Ohio
$501K – – –
BFG
1425
Berger Financial Group
Minnesota
$501K +$186K +1,020 +59%
55 56
57
58 59