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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 %
ERIC
1551
Eagle Rock Investment Company
Georgia
$391K – – –
LFG
1552
Larson Financial Group
Missouri
$390K -$40.5K -222 -9%
WPA
1553
West Paces Advisors
Georgia
$390K – – –
SWA
1554
SFMG Wealth Advisors
Texas
$389K +$913 +5 +0.2%
SPWG
1555
Syntegra Private Wealth Group
Missouri
$387K -$8.22K -45 -2%
WCF
1556
West Coast Financial
California
$386K -$44K -241 -10%
PCTC
1557
Perkins Coie Trust Company
Washington
$386K – – –
ICG
1558
InterOcean Capital Group
Tennessee
$386K -$52.4K -287 -12%
CWM
1559
Calamos Wealth Management
Illinois
$383K -$45.6K -250 -11%
AFG
1560
ABLE Financial Group
Arizona
$382K – – –
DTC
1561
Davidson Trust Company
Washington
$382K – – –
GPA
1562
Guidance Point Advisors
Massachusetts
$381K +$11.9K +65 +3%
C
1563
Certuity
Florida
$381K -$6.21K -34 -2%
FWM
1564
Finer Wealth Management
Massachusetts
$380K – – –
EGA
1565
Eagle Global Advisors
Texas
$379K +$379K +2,078 New
PWM
1566
Palumbo Wealth Management
New York
$379K +$1.1K +6 +0.3%
LWM
1567
Liberty Wealth Management
California
$379K +$365K +1,997 +2,628%
VL
1568
Vima LLC
Michigan
$379K +$55.7K +362 +17%
GHAM
1569
Gilman Hill Asset Management
Connecticut
$378K +$378K +2,070 New
FFP
1570
FourThought Financial Partners
Florida
$378K +$21.2K +116 +6%
PWM
1571
Paulson Wealth Management
Illinois
$378K – – –
AIS
1572
American Investment Services
Massachusetts
$377K +$548 +3 +0.1%
TLA
1573
Tanglewood Legacy Advisors
Texas
$377K – – –
BFA
1574
Beaumont Financial Advisors
Massachusetts
$377K -$13.3K -73 -3%
RWM
1575
Rockline Wealth Management
New York
$375K +$48.8K +267 +15%
61 62
63
64 65