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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 %
WPA
1426
West Paces Advisors
Georgia
$332K – – –
CHC
1427
City Holding Co
West Virginia
$331K -$17.2K -111 -5%
SW
1428
Simplicity Wealth
New Jersey
$331K -$3.26K -21 -1%
HCM
1429
Hengehold Capital Management
Ohio
$331K -$15.2K -98 -4%
PWM
1430
Paulson Wealth Management
Illinois
$331K -$19.1K -123 -5%
AIS
1431
American Investment Services
Massachusetts
$330K +$466 +3 +0.1%
AWA
1432
Aaron Wealth Advisors
Illinois
$330K +$330K +2,124 New
E
1433
ETFidea
New York
$329K – – –
SWA
1434
SFMG Wealth Advisors
Texas
$328K +$1.09K +7 +0.3%
FB
1435
Fulton Bank
Pennsylvania
$328K – – –
WB
1436
Webster Bank
Connecticut
$327K – – –
FWM
1437
Finer Wealth Management
Massachusetts
$324K – – –
SCA
1438
Stonebridge Capital Advisors
Minnesota
$323K -$5.13K -33 -2%
BCFS
1439
Butensky & Cohen Financial Security
Florida
$322K -$38.5K -248 -11%
PEA
1440
Park Edge Advisors
Ohio
$322K – – –
PWM
1441
Palumbo Wealth Management
New York
$320K +$31.1K +200 +11%
TFA
1442
Teamwork Financial Advisors
Texas
$318K +$9.01K +58 +3%
LA
1443
Lane & Associates
New Jersey
$318K +$113K +729 +55%
TPW
1444
Tiller Private Wealth
Pennsylvania
$318K – – –
ONST
1445
Old North State Trust
North Carolina
$317K -$14.5K -93 -4%
CWA
1446
Clearview Wealth Advisors
Oregon
$316K -$43.7K -281 -12%
BF
1447
Blankinship & Foster
California
$316K – – –
JPWM
1448
Jamison Private Wealth Management
Georgia
$316K +$316K +2,031 New
DFS
1449
Dixon Fnancial Services
California
$315K -$93.2K -600 -23%
TIM
1450
Tortoise Investment Management
New York
$315K +$90.9K +585 +41%
56 57
58
59 60