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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 %
BRA
1601
Biechele Royce Advisors
Indiana
$225K -$14K -90 -6%
RIS
1602
Retirement Income Solutions
Michigan
$225K +$225K +1,446 New
NWA
1603
New World Advisors
Massachusetts
$223K +$17.6K +113 +9%
PPW
1604
Presilium Private Wealth
Pennsylvania
$221K – – –
WCM
1605
Windsor Capital Management
Arizona
$220K – – –
MCM
1606
MV Capital Management
Maryland
$220K – – –
DA
1607
Dash Acquisitions
California
$219K – – –
CW
1608
Connectus Wealth
Ohio
$219K +$219K +1,407 New
CCA
1609
Checchi Capital Advisers
California
$219K – – –
QCM
1610
Quantinno Capital Management
New York
$218K -$1.4K -9 -0.6%
GA
1611
Goldstein Advisors
Wisconsin
$218K +$2.8K +18 +1%
FFA
1612
First Foundation Advisors
California
$216K – – –
CWP
1613
Concord Wealth Partners
Virginia
$216K +$101K +651 +88%
TW
1614
Transform Wealth
Colorado
$216K -$203K -1,302 -49%
VC
1615
Vestor Capital
Illinois
$215K +$108K +694 +101%
WA
1616
WP Advisors
California
$215K +$1.09K +7 +0.5%
SHWM
1617
Smith & Howard Wealth Management
Georgia
$215K – – –
FBT
1618
First Bank & Trust
South Dakota
$215K – – –
TFP
1619
Tilia Fiduciary Partners
North Carolina
$215K +$4.51K +29 +2%
GG
1620
Gleason Group
Kentucky
$214K -$1.01M -6,505 -83%
JEST
1621
JTC Employer Solutions Trustee
Jersey
$214K – – –
IBOK
1622
Independence Bank of Kentucky
Kentucky
$214K – – –
AIA
1623
Alternative Investment Advisors
Florida
$213K +$213K +1,372 New
EWP
1624
Elevation Wealth Partners
California
$212K +$932 +6 +0.4%
AWM
1625
Abound Wealth Management
Tennessee
$212K +$20.8K +134 +11%
63 64
65
66 67