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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 %
SCP
1576
Shorepoint Capital Partners
Massachusetts
$241K +$155 +1 +0.1%
SWP
1577
Semus Wealth Partners
Florida
$239K +$31.4K +202 +15%
OFG
1578
Omega Financial Group
California
$239K – – –
NB
1579
NBT Bank
New York
$237K -$46.6K -300 -16%
KCM
1580
Kathmere Capital Management
Pennsylvania
$237K -$9.63K -62 -4%
AWM
1581
Altus Wealth Management
Kentucky
$237K – – –
CPSC
1582
Carl P. Sherr & Co
Massachusetts
$235K +$932 +6 +0.4%
WF
1583
Welch & Forbes
Massachusetts
$235K – – –
OFS
1584
Oldfather Financial Services
Nebraska
$234K – – –
MPCL
1585
My Personal CFO LLC
Washington
$234K – – –
CC
1586
Courier Capital
New York
$234K – – –
TNBTD
1587
Trustmark National Bank Trust Department
Mississippi
$233K – – –
FTC
1588
Farmers Trust Company
Ohio
$233K – – –
HA
1589
HC Advisors
Georgia
$233K – – –
SF
1590
Summit Financial
New Jersey
$232K +$13K +83 +6%
TSWM
1591
Tyler-Stone Wealth Management
Ohio
$231K – – –
CRI
1592
Colonial River Investments
Virginia
$231K +$2.64K +17 +1%
CWP
1593
Cyndeo Wealth Partners
Florida
$230K +$11.7K +75 +5%
WWP
1594
Waypoint Wealth Partners
California
$229K – – –
HR
1595
Howe & Rusling
New York
$229K +$229K +1,472 New
BAM
1596
Bosun Asset Management
Illinois
$228K – – –
CFS
1597
Commonwealth Financial Services
West Virginia
$228K +$228K +1,467 New
GIA
1598
GHP Investment Advisors
Colorado
$226K +$174K +1,119 +337%
ST
1599
Sentinel Trust
Texas
$226K – – –
TCB
1600
Texas Capital Bancshares
Texas
$226K – – –
62 63
64
65 66