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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 %
KWM
1501
Keebeck Wealth Management
Illinois
$280K – – –
WCAMG
1502
Woodard & Company Asset Management Group
North Carolina
$279K – – –
HAS
1503
Holland Advisory Services
Florida
$277K – – –
OWA
1504
Octavia Wealth Advisors
Ohio
$276K +$6.56K +42 +2%
HVP
1505
Hudson Value Partners
Florida
$276K – – –
WAM
1506
Walker Asset Management
Missouri
$276K – – –
QCM
1507
QRG Capital Management
Illinois
$275K +$275K +1,769 New
WKSWA
1508
White Knight Strategic Wealth Advisors
New Jersey
$273K -$10.7K -69 -4%
LW
1509
Libra Wealth
California
$272K +$36.3K +232 +15%
SC
1510
Schubert & Co
Texas
$272K – – –
TA
1511
Trellis Advisors
Washington
$272K +$272K +1,750 New
PCG
1512
Prosperity Consulting Group
Maryland
$271K +$271K +1,747 New
BFG
1513
Berger Financial Group
Minnesota
$271K -$3.73K -24 -1%
CFS
1514
Cannon Financial Strategists
Georgia
$271K -$5.75K -37 -2%
CF
1515
Convergence Financial
Missouri
$270K +$1.24K +8 +0.5%
FAM
1516
Family Asset Management
South Carolina
$270K – – –
BIA
1517
Benchmark Investment Advisors
Illinois
$269K -$2.02K -13 -0.7%
EP
1518
Edgestream Partners
New Jersey
$269K +$269K +1,733 New
MCA
1519
Maryland Capital Advisors
Maryland
$268K – – –
IAMOG
1520
Investors Asset Management of Georgia
Georgia
$268K +$1.23K +8 +0.5%
OWA
1521
Outlook Wealth Advisors
Texas
$267K +$155 +1 +0.1%
MAWA
1522
Moss Adams Wealth Advisors
Washington
$267K +$1.25K +8 +0.5%
DTC
1523
Davidson Trust Company
Washington
$267K – – –
GC
1524
Guggenheim Capital
Illinois
$267K +$267K +1,716 New
MWM
1525
Maripau Wealth Management
Indiana
$266K -$5.9K -38 -2%
59 60
61
62 63