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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
$3.58B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$118M
3
MCM
MAI Capital Management
Ohio
$109M
4
Osaic Holdings
Osaic Holdings
Arizona
$280M
5
SIS
Strategic Investment Solutions
Illinois
$33.6M

Top Sellers

1
Citigroup
Citigroup
New York
$27.4M
2
Charles Schwab
Charles Schwab
California
$147M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$302M
4
BFS
Bard Financial Services
Connecticut
$0
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
126
Citigroup
New York
$27.4M -$429M -2,762,776 -94%
ECG
127
Edge Capital Group
Georgia
$27M +$1.64M +10,523 +6%
HFS
128
Howard Financial Services
Texas
$26.8M +$323K +2,081 +1%
EDRIA
129
Edmonds Duncan Registered Investment Advisors
Kansas
$26.6M +$2.42M +15,587 +10%
EA
130
Eclectic Associates
California
$26.5M +$310K +1,992 +1%
CAL
131
Capital Advisors Ltd
Ohio
$26.3M +$252K +1,621 +1%
DT
132
Diversified Trust
Tennessee
$26.3M -$31.1K -200 -0.1%
MA
133
Mutual Advisors
Nebraska
$26.2M +$1.25M +8,061 +5%
AAS
134
Ameritas Advisory Services
Nebraska
$26M +$18.1M +116,114 +229%
EL
135
EWA LLC
Pennsylvania
$26M +$403K +2,538 +2%
AA
136
Ancora Advisors
Ohio
$25.3M +$307K +1,976 +1%
BSSFA
137
Baron Silver Stevens Financial Advisors
Florida
$25.2M +$363K +2,339 +1%
FI
138
FIDELIS iM
Oregon
$25.1M +$56.4K +363 +0.2%
LWANC
139
Laurel Wealth Advisors (North Carolina)
North Carolina
$24.3M -$940K -6,047 -4%
CWS
140
Confluence Wealth Services
Pennsylvania
$24.2M +$3.58M +23,013 +17%
GLLW
141
Graves Light Lenhart Wealth
Virginia
$24.2M -$11.8K -76 -0%
HI
142
Human Investing
Oregon
$24.2M +$297K +1,909 +1%
FCM
143
Firestone Capital Management
Florida
$24.2M -$141K -907 -0.6%
National Bank of Canada
144
National Bank of Canada
Quebec, Canada
$24M +$7.02M +45,535 +41%
SI
145
Stephens Inc
Arkansas
$23.3M +$89.2K +574 +0.4%
MAC
146
Mason & Associates (California)
California
$22.5M -$1.2M -7,744 -5%
SIM
147
Studio Investment Management
Illinois
$22.4M +$1.09M +6,952 +5%
SAF
148
Smith Anglin Financial
Texas
$21.6M -$672K -4,327 -3%
CAWM
149
Capital Advisors Wealth Management
Washington
$21.6M -$5.04M -32,438 -19%
GWM
150
Gray Wealth Management
Maine
$21.4M +$314K +2,020 +1%
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