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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 %
EP
1476
Eudaimonia Partners
Tennessee
$452K -$40.4K -221 -8%
CRWM
1477
Castle Rock Wealth Management
California
$452K +$523 +3 +0.1%
OAM
1478
Oak Asset Management
California
$451K – – –
VPP
1479
Vertex Planning Partners
Illinois
$451K – – –
BFA
1480
Bragg Financial Advisors
North Carolina
$450K +$52.6K +288 +13%
CGF
1481
Constant Guidance Financial
Massachusetts
$449K +$449K +2,515 New
AWA
1482
Aaron Wealth Advisors
Illinois
$449K +$1.83K +10 +0.4%
KSWA
1483
Kathleen S. Wright Associates
Pennsylvania
$448K -$170K -929 -27%
SFP
1484
Shepherd Financial Partners
Massachusetts
$447K -$63.5K -348 -12%
PWA
1485
Physician Wealth Advisors
Utah
$445K -$106K -611 -19%
WF
1486
Welch & Forbes
Massachusetts
$445K +$169K +924 +61%
DWM
1487
Denver Wealth Management
Colorado
$444K -$36.3K -199 -8%
CAP
1488
Columbia Advisory Partners
Washington
$444K +$191K +1,045 +75%
PS
1489
Planned Solutions
California
$442K – – –
WG
1490
Welch Group
Alabama
$442K +$1.1K +6 +0.2%
E
1491
ETFidea
New York
$442K +$4.38K +24 +1%
AF
1492
Apexium Financial
Texas
$441K -$75.4K -413 -15%
1832 Asset Management
1493
1832 Asset Management
Ontario, Canada
$440K – – –
FTIS
1494
First Trust Investment Solutions
Florida
$438K -$201K -1,100 -31%
RAG
1495
RIA Advisory Group
Iowa
$437K -$5.57M -30,512 -93%
HCA
1496
Heck Capital Advisors
Wisconsin
$436K – – –
PWP
1497
Pursue Wealth Partners
California
$436K +$436K +2,387 New
IAP
1498
Indie Asset Partners
Indiana
$434K -$27.2K -149 -6%
CWM
1499
Congress Wealth Management
Massachusetts
$434K -$424K -2,324 -49%
VCP
1500
Verus Capital Partners
Arizona
$432K -$114K -625 -21%
58 59
60
61 62