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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 %
LWM
1426
LJI Wealth Management
Indiana
$499K +$183 +1 +0%
SSW
1427
Stone Summit Wealth
Florida
$499K – – –
EWM
1428
EPG Wealth Management
Georgia
$499K -$6.39K -35 -1%
CCB
1429
Cutter & Co Brokerage
Missouri
$499K +$165K +904 +49%
AIM
1430
Anchor Investment Management
South Carolina
$497K +$9.68K +53 +2%
SWM
1431
Sugarloaf Wealth Management
Georgia
$495K +$913 +5 +0.2%
PWP
1432
Phillips Wealth Planners
Mississippi
$495K +$495K +2,844 New
ZIM
1433
Zacks Investment Management
Illinois
$493K +$112K +611 +29%
BFP
1434
Beacon Financial Planning
Massachusetts
$493K +$913 +5 +0.2%
CAM
1435
Creekmur Asset Management
Illinois
$492K +$59.7K +327 +14%
MAM
1436
McLean Asset Management
Virginia
$491K +$360 +2 +0.1%
PWH
1437
Priebe Wealth Holdings
Minnesota
$490K – – –
WMP
1438
Wealth Management Partners
Arizona
$489K – – –
VCM
1439
Virtue Capital Management
Tennessee
$487K – – –
RSA
1440
River Street Advisors
Illinois
$487K +$183 +1 +0%
SAM
1441
SignalPoint Asset Management
Missouri
$487K -$1.1K -6 -0.2%
OL
1442
Optas LLC
Texas
$486K – – –
SFG
1443
Summit Financial Group
West Virginia
$484K +$11.9K +65 +3%
GCIM
1444
Gunn & Company Investment Management
Florida
$484K -$225K -1,232 -32%
OWA
1445
Octavia Wealth Advisors
Ohio
$484K -$1.26M -6,877 -72%
AC
1446
ASB Consultores
Florida
$482K -$9.35M -51,187 -95%
MCM
1447
Mengis Capital Management
Oregon
$482K +$183 +1 +0%
FPFS
1448
First Personal Financial Services
North Carolina
$478K – – –
CDH
1449
Charles D. Hyman
$478K – – –
HGERS
1450
Householder Group Estate & Retirement Specialist
Arizona
$478K +$16.1K +88 +3%
56 57
58
59 60