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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 %
BMM
1526
Buffington Mohr McNeal
Idaho
$413K -$32.1K -176 -7%
AFS
1527
Access Financial Services
Minnesota
$413K – – –
QWM
1528
Quadcap Wealth Management
Texas
$410K -$1.83K -10 -0.4%
PIM
1529
Penobscot Investment Management
Massachusetts
$409K -$69.4K -380 -15%
CIG
1530
Cairn Investment Group
Washington
$409K – – –
BA
1531
Bridge Advisory
California
$408K +$1.64K +9 +0.4%
M
1532
MYeCFO
California
$408K -$183 -1 -0%
WCM
1533
Weaver Capital Management
Georgia
$407K – – –
FWM
1534
Fingerlakes Wealth Management
New York
$406K +$1.46K +8 +0.4%
ITB
1535
Idaho Trust Bank
Idaho
$406K +$406K +2,222 New
AT
1536
Arden Trust
Delaware
$406K – – –
GFWA
1537
Grey Fox Wealth Advisors
Delaware
$405K +$405K +2,215 New
PCFFS
1538
Pacific Center for Financial Services
California
$404K +$4.75K +26 +1%
HIC
1539
Holderness Investments Company
North Carolina
$404K +$731 +4 +0.2%
JWM
1540
Jeppson Wealth Management
California
$402K -$11.9K -65 -3%
GS
1541
GTS Securities
New York
$402K +$402K +2,200 New
FNC
1542
First National Corp
Massachusetts
$400K – – –
FB
1543
Fulton Bank
Pennsylvania
$398K – – –
FC
1544
Forte Capital
New York
$398K -$9.86K -54 -2%
AFG
1545
AFS Financial Group
Maryland
$395K -$259K -1,420 -40%
MAA
1546
Mraz Amerine & Associates
California
$395K -$129K -705 -25%
RCM
1547
Richardson Capital Management
Wisconsin
$393K +$390K +2,137 +11,872%
DA
1548
Doliver Advisors
Texas
$393K -$18.3K -100 -4%
HA
1549
HC Advisors
Georgia
$392K -$81.6K -447 -17%
HCM
1550
Hengehold Capital Management
Ohio
$392K +$7.67K +42 +2%
60 61
62
63 64