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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,026 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, 755 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,026
Holders Change
+17
Holders Change %
+0.85%
% of All Funds
29.37%
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
755
Closed
94
Calls
$125M
Puts
$50.6M
Net Calls
+$74.2M
Net Calls Change
+$6.37M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$646M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$149M
3
HWM
3
HB Wealth Management
Georgia
$814M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.58B
5
AAS
5
Annex Advisory Services
Wisconsin
$164M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.15B
2
Bank of America
2
Bank of America
North Carolina
$3.92B
3
Truist Financial
3
Truist Financial
North Carolina
$187M
4
Charles Schwab
4
Charles Schwab
California
$120M
5
AWM
5
Apollon Wealth Management
South Carolina
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
126
Eclectic Associates
California
$31.4M -$1.09M -5,975 -3%
EDRIA
127
Edmonds Duncan Registered Investment Advisors
Kansas
$31.4M +$106K +583 +0.3%
SCTC
128
Sanibel Captiva Trust Company
Florida
$30.8M -$337K -1,845 -1%
AT
129
Arlington Trust
Alabama
$30.1M +$372K +2,038 +1%
CAL
130
Capital Advisors Ltd
Ohio
$29.9M -$498K -2,728 -2%
FI
131
FIDELIS iM
Oregon
$29.6M +$77.8K +426 +0.3%
SFA
132
Seneca Financial Advisors
New York
$29.4M -$4.38M -23,968 -13%
DT
133
Diversified Trust
Tennessee
$29.4M -$861K -4,717 -3%
BSSFA
134
Baron Silver Stevens Financial Advisors
Florida
$28.7M -$282K -1,543 -1%
AAS
135
Avantax Advisory Services
Texas
$28.6M +$2.41M +13,176 +9%
First Manhattan
136
First Manhattan
New York
$28.4M +$788K +4,316 +3%
HI
137
Human Investing
Oregon
$27.9M -$484K -2,649 -2%
FCM
138
Firestone Capital Management
Florida
$27.9M -$276K -1,509 -1%
National Bank of Canada
139
National Bank of Canada
Quebec, Canada
$27.4M -$1.92M -10,586 -7%
ECG
140
Edge Capital Group
Georgia
$27.3M -$2.56M -14,005 -9%
GLLW
141
Graves Light Lenhart Wealth
Virginia
$27.1M -$1.36M -7,439 -5%
SI
142
Stephens Inc
Arkansas
$26.7M -$105K -576 -0.4%
GFL
143
Granite FO LLC
New Hampshire
$25.6M -$1.08M -5,560 -4%
IAS
144
Investment Advisory Services
Texas
$25.4M +$93.9K +514 +0.4%
SC
145
Scotia Capital
Ontario, Canada
$25M -$946K -5,180 -4%
GWM
146
Gray Wealth Management
Maine
$24.9M +$109K +599 +0.4%
RWG
147
Ratio Wealth Group
Colorado
$24.6M +$777K +4,254 +3%
VA
148
Valmark Advisers
Ohio
$24.4M +$315K +1,724 +1%
Citigroup
149
Citigroup
New York
$24.3M -$12M -65,542 -33%
SIM
150
Studio Investment Management
Illinois
$24.2M +$165K +904 +0.7%
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