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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 %
FDCC
1551
Foster Dykema Cabot & Co
Massachusetts
$253K – – –
LHWM
1552
Lake Hills Wealth Management
Texas
$252K – – –
OCM
1553
Orleans Capital Management
Louisiana
$252K – – –
ML
1554
Mayport LLC
Massachusetts
$251K +$2.64K +17 +1%
AFA
1555
Alpha Financial Advisors
North Carolina
$251K +$251K +1,614 New
CCMG
1556
Clark Capital Management Group
Pennsylvania
$250K +$250K +1,610 New
PCM
1557
Pointe Capital Management
Michigan
$250K – – –
FCH
1558
Freestone Capital Holdings
Washington
$250K +$13.7K +88 +6%
LT
1559
Legacy Trust
Michigan
$249K – – –
BFPW
1560
BOK Financial Private Wealth
Colorado
$249K +$80.4K +515 +48%
IIM
1561
Ipswich Investment Management
Massachusetts
$248K +$22.5K +145 +10%
SM
1562
Sensible Money
Arizona
$248K – – –
SBWIC
1563
Schaper Benz & Wise Investment Counsel
Wisconsin
$248K +$248K +1,593 New
GCP
1564
Gill Capital Partners
Colorado
$247K – – –
SAM
1565
Seelaus Asset Management
New Jersey
$247K -$29.5K -190 -11%
CIA
1566
Cape Investment Advisory
Georgia
$247K +$11.5K +74 +5%
APA
1567
Astoria Portfolio Advisors
New York
$245K +$245K +1,619 New
FCCM
1568
First City Capital Management
Georgia
$245K – – –
BFG
1569
Bouchey Financial Group
New York
$244K +$244K +1,567 New
GAM
1570
Grandview Asset Management
Pennsylvania
$244K +$244K +1,569 New
WMA
1571
Wealth Management Associates
New Jersey
$243K – – –
PFA
1572
Petra Financial Advisors
Colorado
$242K – – –
FF
1573
Francis Financial
$242K – – –
SAM
1574
Strategy Asset Managers
California
$241K +$311 +2 +0.1%
HI
1575
Hendershot Investments
Virginia
$241K – – –
61 62
63
64 65