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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 %
GLR
1476
Great Lakes Retirement
Ohio
$297K – – –
IWS
1477
Insight Wealth Strategies
California
$296K -$4.82K -31 -2%
AIM
1478
Aspen Investment Management
Michigan
$296K -$46.5K -300 -14%
TTWM
1479
TCV Trust & Wealth Management
Virginia
$295K – – –
TLFA
1480
True Link Financial Advisors
California
$293K +$12.9K +83 +5%
1832 Asset Management
1481
1832 Asset Management
Ontario, Canada
$292K -$202K -1,300 -41%
TI
1482
tru Independence
Oregon
$291K +$466 +3 +0.2%
LA
1483
Legacy Advisors
Pennsylvania
$290K +$290K +1,858 New
JWM
1484
Jupiter Wealth Management
Colorado
$290K +$290K +1,821 New
IFPL
1485
Investments & Financial Planning LLC
Kentucky
$290K – – –
WEG
1486
World Equity Group
Illinois
$289K +$289K +1,862 New
OPA
1487
Old Port Advisors
Maine
$289K +$289K +1,862 New
APW
1488
Aurora Private Wealth
New Jersey
$289K +$72.3K +466 +33%
IFPG
1489
Intrepid Financial Planning Group
Indiana
$288K – – –
OA
1490
Operose Advisors
Wisconsin
$288K +$63.6K +409 +28%
DP
1491
Denver PWM
Colorado
$288K -$21.1K -137 -7%
AC
1492
Abbrea Capital
California
$287K -$18K -115 -6%
HTHT
1493
Hemenway Trust Hemenway Trust
New Hampshire
$287K -$3.26K -21 -1%
BC
1494
Barnett & Company
Tennessee
$286K – – –
AR
1495
Apeiron RIA
Texas
$285K -$155 -1 -0.1%
MCM
1496
Mattern Capital Management
Colorado
$285K – – –
NCM
1497
NCM Capital Management
New Jersey
$285K -$15.5K -100 -5%
MWPCG
1498
Measured Wealth Private Client Group
New Hampshire
$283K – – –
HBT
1499
Hills Bank & Trust
Iowa
$282K +$48.3K +311 +21%
BFA
1500
Bragg Financial Advisors
North Carolina
$281K +$69.9K +450 +33%
58 59
60
61 62