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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 %
LWP
1451
LMG Wealth Partners
Louisiana
$475K – – –
BPWM
1452
Badgley Phelps Wealth Managers
Washington
$474K -$80.2K -439 -14%
NCFG
1453
New Century Financial Group
New Jersey
$473K – – –
LIA
1454
LBMC Investment Advisors
Tennessee
$472K +$913 +5 +0.2%
TW
1455
TrinityPoint Wealth
Connecticut
$472K – – –
MWM
1456
MBE Wealth Management
Wisconsin
$471K – – –
CCM
1457
Condor Capital Management
New Jersey
$470K +$242K +1,323 +106%
BBA
1458
BLB&B Advisors
Pennsylvania
$470K -$39.6K -217 -8%
AWAG
1459
ARS Wealth Advisors Group
Florida
$470K -$6.94K -38 -1%
FWTB
1460
First Western Trust Bank
Colorado
$469K -$33.1K -181 -7%
BCG
1461
Breakwater Capital Group
New Jersey
$469K – – –
LIWM
1462
Long Island Wealth Management
New York
$468K +$1.1K +6 +0.2%
DIA
1463
Dana Investment Advisors
Wisconsin
$466K +$548 +3 +0.1%
VCP
1464
Vista Capital Partners
Oregon
$466K – – –
CTWM
1465
Cherry Tree Wealth Management
Minnesota
$463K – – –
SDWMA
1466
Schneider Downs Wealth Management Advisors
Pennsylvania
$463K – – –
AG
1467
AlTi Global
New York
$462K +$913 +5 +0.2%
WWP
1468
Walden Wealth Partners
Ohio
$460K – – –
MCWS
1469
McKinley Carter Wealth Services
West Virginia
$459K – – –
CCMG
1470
Clark Capital Management Group
Pennsylvania
$458K -$122K -668 -21%
Belvedere Trading
1471
Belvedere Trading
Illinois
$457K +$457K +2,500 New
AOWM
1472
Alpha Omega Wealth Management
Virginia
$454K +$183 +1 +0%
WA
1473
Westfuller Advisors
New York
$453K +$453K +2,483 New
APC
1474
Asset Planning Corporation
Tennessee
$453K -$65.2K -357 -13%
HPIA
1475
Hamilton Point Investment Advisors
North Carolina
$452K -$67.4K -369 -13%
57 58
59
60 61