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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 %
BHWM
1526
Bay Harbor Wealth Management
Maryland
$266K – – –
PWG
1527
Private Wealth Group
Florida
$266K – – –
FCM
1528
Fourpath Capital Management
Oklahoma
$266K +$266K +1,709 New
SEM
1529
Suncoast Equity Management
Florida
$265K +$265K +1,707 New
LC
1530
Lindbrook Capital
California
$265K – – –
NA
1531
Navellier & Associates
Nevada
$264K +$1.24K +8 +0.5%
EPA
1532
Element Pointe Advisors
Florida
$264K -$21.1K -136 -7%
CPP
1533
Capasso Planning Partners
South Carolina
$263K -$3.11K -20 -1%
DFG
1534
Delta Financial Group
New Jersey
$262K +$262K +1,684 New
CFB
1535
Cullen/Frost Bankers
Texas
$262K -$170K -1,095 -39%
SFP
1536
Shepherd Financial Partners
Massachusetts
$262K +$42.9K +276 +20%
FA
1537
Fermata Advisors
California
$261K +$261K +1,678 New
PAI
1538
Pittenger & Anderson Inc
Nebraska
$261K – – –
LA
1539
Lakeside Advisors
Washington
$260K – – –
HHGA
1540
Halbert Hargrove Global Advisors
California
$260K +$1.24K +8 +0.5%
T
1541
TRUADVICE
Florida
$260K +$260K +1,632 New
VDBMI
1542
Van Den Berg Management I
Texas
$257K -$16.3K -105 -6%
IPW
1543
Intergy Private Wealth
Colorado
$257K – – –
VWM
1544
Venturi Wealth Management
Texas
$256K -$108K -692 -30%
CA
1545
Calton & Associates
Florida
$256K +$256K +1,645 New
LFA
1546
Legacy Financial Advisors
Kentucky
$255K -$6.22K -40 -2%
PWMG
1547
Pioneer Wealth Management Group
Texas
$255K -$6.68K -43 -3%
DP
1548
Dearborn Partners
Illinois
$254K – – –
CWM
1549
Cahaba Wealth Management
Georgia
$254K +$777 +5 +0.3%
ACA
1550
Anchor Capital Advisors
Massachusetts
$253K – – –
60 61
62
63 64