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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 %
CHC
1576
City Holding Co
West Virginia
$375K – – –
BFIC
1577
Bedell Frazier Investment Counselling
California
$374K -$36.5K -200 -9%
WAM
1578
Walker Asset Management
Missouri
$374K +$50.2K +275 +15%
APG
1579
Abacus Planning Group
South Carolina
$373K +$183 +1 +0%
SIA
1580
Soltis Investment Advisors
Utah
$373K +$373K +2,040 New
BF
1581
Blankinship & Foster
California
$371K – – –
DFS
1582
Dixon Fnancial Services
California
$371K – – –
JPWM
1583
Jamison Private Wealth Management
Georgia
$370K +$913 +5 +0.2%
ST
1584
Sageworth Trust
Pennsylvania
$370K – – –
SCA
1585
Stonebridge Capital Advisors
Minnesota
$366K -$913 -5 -0.2%
VAS
1586
Valicenti Advisory Services
New York
$365K +$365K +2,000 New
SIC
1587
Sterling Investment Counsel
New York
$363K -$88.4K -484 -20%
CWA
1588
Continuum Wealth Advisors
New York
$361K – – –
LA
1589
Lane & Associates
New Jersey
$359K +$365 +2 +0.1%
OSNBOA
1590
Old Second National Bank of Aurora
Illinois
$359K – – –
BBPWM
1591
Blue Bell Private Wealth Management
Pennsylvania
$357K -$185K -1,011 -34%
CFG
1592
Clayton Financial Group
Missouri
$355K +$355K +1,943 New
AIM
1593
Aspen Investment Management
Michigan
$354K +$8.22K +45 +2%
WPC
1594
White Pine Capital
Minnesota
$351K -$123K -705 -26%
PA
1595
Parkside Advisors
California
$350K – – –
AWE
1596
Avidian Wealth Enterprises
Texas
$348K -$3.36M -18,384 -91%
NAM
1597
NorthCrest Asset Manangement
Minnesota
$348K +$21.5K +118 +7%
VWM
1598
Venturi Wealth Management
Texas
$347K +$16.3K +89 +5%
DFG
1599
Demars Financial Group
Washington
$347K +$2.01K +11 +0.6%
TFA
1600
Teamwork Financial Advisors
Texas
$347K -$10.2K -56 -3%
62 63
64
65 66