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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 %
ST
1451
Sageworth Trust
Pennsylvania
$315K -$61.1K -393 -16%
APG
1452
Abacus Planning Group
South Carolina
$314K +$932 +6 +0.3%
AMCA
1453
Arthur M. Cohen & Associates
Illinois
$314K +$15.5K +100 +5%
VPP
1454
Vertex Planning Partners
Illinois
$314K -$17.6K -113 -5%
AP
1455
Adero Partners
California
$313K -$3.42K -22 -1%
CCB
1456
Cutter & Co Brokerage
Missouri
$312K -$1.09K -7 -0.3%
DI
1457
DFPG Investments
Utah
$312K -$158K -1,010 -34%
GPA
1458
Guidance Point Advisors
Massachusetts
$311K +$8.7K +56 +3%
LC
1459
Landaas & Company
Wisconsin
$311K – – –
GCM
1460
Gunderson Capital Management
South Carolina
$311K -$261K -1,680 -46%
PL
1461
Plancorp LLC
Missouri
$309K – – –
RAG
1462
RIA Advisory Group
Iowa
$309K +$8.23K +53 +3%
AW
1463
Apricus Wealth
South Carolina
$308K – – –
NC
1464
NovaPoint Capital
Georgia
$308K -$173K -1,115 -36%
CWA
1465
Continuum Wealth Advisors
New York
$307K – – –
SDAM
1466
Shulman DeMeo Asset Management
New York
$306K +$466 +3 +0.2%
OSNBOA
1467
Old Second National Bank of Aurora
Illinois
$305K – – –
LIG
1468
Lokken Investment Group
Delaware
$305K -$22.1K -142 -7%
FFP
1469
FourThought Financial Partners
Florida
$304K – – –
FM
1470
Foster & Motley
Ohio
$301K +$1.55K +10 +0.5%
ZIM
1471
Zacks Investment Management
Illinois
$301K -$19.6K -126 -6%
CAG
1472
Compass Advisory Group
New York
$300K -$41.7K -268 -12%
PA
1473
Parkside Advisors
California
$299K – – –
NLG
1474
New Legacy Group
New York
$299K – – –
CD
1475
Chapin Davis
Maryland
$298K +$23K +148 +8%
57 58
59
60 61