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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 %
SAW
1501
Signal Advisors Wealth
Michigan
$432K -$119K -654 -22%
OW
1502
Olistico Wealth
Oklahoma
$432K +$183 +1 +0%
DI
1503
Disciplined Investments
Oklahoma
$432K -$3.11K -17 -0.7%
FWM
1504
Focused Wealth Management
New York
$431K -$14.8K -81 -3%
PWM
1505
PBMares Wealth Management
Virginia
$429K -$34.5K -189 -7%
AP
1506
Adero Partners
California
$429K +$61K +334 +17%
TBWA
1507
Three Bridge Wealth Advisors
California
$427K – – –
Chevy Chase Trust
1508
Chevy Chase Trust
Maryland
$426K -$89.7K -491 -17%
CCM
1509
Chaney Capital Management
Washington
$425K -$30.1K -165 -7%
KFI
1510
Key Financial Inc
Pennsylvania
$424K -$61.7K -338 -13%
BBI
1511
Baxter Bros Inc
Connecticut
$423K -$13.2K -72 -3%
FPCP
1512
Fort Point Capital Partners
California
$423K – – –
DF
1513
Dunhill Financial
United Kingdom
$422K – – –
FWI
1514
Facet Wealth Inc
Maryland
$422K -$205K -1,149 -33%
BFC
1515
Bedel Financial Consulting
Indiana
$421K – – –
RA
1516
Rise Advisors
New York
$420K -$40K -219 -9%
BAM
1517
Berkshire Asset Management
Pennsylvania
$420K -$5.12K -28 -1%
WFA
1518
Websterrogers Financial Advisors
South Carolina
$420K +$5.11K +28 +1%
CD
1519
Chapin Davis
Maryland
$419K +$68.1K +373 +19%
SAI
1520
Savvy Advisors Inc
New York
$419K +$419K +2,297 New
CS
1521
Cannell & Spears
New York
$417K – – –
HSWS
1522
Higgins & Schmidt Wealth Strategies
Colorado
$417K – – –
SWA
1523
Sightline Wealth Advisors
Connecticut
$416K +$1.83K +10 +0.4%
SSWM
1524
Strait & Sound Wealth Management
California
$416K +$356 +2 +0.1%
DPI
1525
Diversified Portfolios Inc
Michigan
$413K +$4.38K +24 +1%
59 60
61
62 63