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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,042 hedge funds and large institutions have $34.5B invested in Vanguard Dividend Appreciation ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 690 increasing their positions, 780 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,042
Holders Change
+16
Holders Change %
+0.79%
% of All Funds
29.7%
Holding in Top 10
229
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-6.53%
% of All Funds
3.33%
New
123
Increased
690
Reduced
780
Closed
73
Calls
$90.6M
Puts
$12.4M
Net Calls
+$78.3M
Net Calls Change
+$4.06M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$237M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.64B
3
HWM
HB Wealth Management
Georgia
$850M
4
LPL Financial
LPL Financial
California
$1B
5
Bank of America
Bank of America
North Carolina
$3.95B

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
$22.6M
2
Wells Fargo
Wells Fargo
California
$1.86B
3
LNC
Lincoln National Corp
Pennsylvania
$98.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$319M
5
Wealthfront Advisers
Wealthfront Advisers
California
$1.23B
Name Holding Trade Value Shares
Change 		Shares
Change %
BSSFA
126
Baron Silver Stevens Financial Advisors
Florida
$29.2M +$479K +2,622 +2%
First Manhattan
127
First Manhattan
New York
$28.8M +$279K +1,519 +1%
DT
128
Diversified Trust
Tennessee
$28.7M -$779K -4,268 -3%
CAWM
129
Capital Advisors Wealth Management
Washington
$28M +$3.93M +21,543 +16%
HI
130
Human Investing
Oregon
$28M +$34.5K +189 +0.1%
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$27.9M +$381K +2,096 +1%
FCM
132
Firestone Capital Management
Florida
$27.8M -$112K -612 -0.4%
SFA
133
Seneca Financial Advisors
New York
$27.2M -$2.28M -12,505 -8%
GLLW
134
Graves Light Lenhart Wealth
Virginia
$26.9M -$158K -865 -0.6%
SI
135
Stephens Inc
Arkansas
$26.9M +$204K +1,115 +0.8%
VA
136
Valmark Advisers
Ohio
$26.5M +$2.1M +11,516 +9%
ECG
137
Edge Capital Group
Georgia
$26.2M -$1.1M -6,008 -4%
AM
138
AGF Management
Ontario, Canada
$26.1M -$6.85M -37,513 -21%
AA
139
Advisory Alpha
Michigan
$26M -$14.8M -81,343 -36%
IAS
140
Investment Advisory Services
Texas
$25.8M +$426K +2,334 +2%
Citigroup
141
Citigroup
New York
$25.5M +$1.26M +6,928 +5%
GWM
142
Gray Wealth Management
Maine
$25.4M +$486K +2,665 +2%
SIM
143
Studio Investment Management
Illinois
$25.4M +$959K +5,201 +4%
NW
144
NewEdge Wealth
Pennsylvania
$25.2M +$2.94M +16,127 +13%
JFA
145
JNBA Financial Advisors
Minnesota
$25.2M -$7.11M -38,944 -22%
CA
146
Clearstead Advisors
Ohio
$24.5M +$3.63M +19,898 +17%
CWAG
147
Compton Wealth Advisory Group
Virginia
$24.5M +$1.45M +7,944 +6%
CA
148
Crane Advisory
California
$24.2M +$919K +4,997 +4%
GFL
149
Granite FO LLC
New Hampshire
$24.1M -$21.2K -116 -0.1%
MAM
150
McCarthy Asset Management
California
$24.1M -$94K -515 -0.4%
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