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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 %
MIC
1601
Means Investment Company
Maine
$346K +$27.6K +151 +9%
CSIC
1602
Clifford Swan Investment Counsel
California
$346K – – –
PCM
1603
Pennsylvania Capital Management
Pennsylvania
$345K -$13.3K -73 -4%
GIM
1604
Goelzer Investment Management
Indiana
$345K +$345K +1,890 New
SDAM
1605
Shulman DeMeo Asset Management
New York
$344K -$17K -93 -5%
TCM
1606
Traynor Capital Management
Pennsylvania
$343K +$343K +1,880 New
MMPW
1607
Mitchell McLeod Pugh & Williams
Alabama
$343K +$114K +626 +50%
BWA
1608
Bordeaux Wealth Advisors
California
$342K +$27.8K +152 +9%
WA
1609
Wealthstream Advisors
New York
$342K +$342K +1,873 New
OPA
1610
Old Port Advisors
Maine
$341K +$548 +3 +0.2%
MCM
1611
Mattern Capital Management
Colorado
$341K +$6.03K +33 +2%
IFPL
1612
Investments & Financial Planning LLC
Kentucky
$340K – – –
KCM
1613
Kathmere Capital Management
Pennsylvania
$340K +$365 +2 +0.1%
OA
1614
Operose Advisors
Wisconsin
$340K +$365 +2 +0.1%
LA
1615
Legacy Advisors
Pennsylvania
$340K – – –
RF
1616
RHS Financial
California
$339K -$90.4K -495 -21%
BCFS
1617
Butensky & Cohen Financial Security
Florida
$339K -$13.7K -75 -4%
IFPG
1618
Intrepid Financial Planning Group
Indiana
$339K – – –
PCS
1619
Private Client Services
Kentucky
$338K +$5.3K +29 +2%
BC
1620
Barnett & Company
Tennessee
$337K +$3.65K +20 +1%
AC
1621
Abbrea Capital
California
$336K – – –
AR
1622
Apeiron RIA
Texas
$335K – – –
LCM
1623
Liberty Capital Management
Michigan
$335K – – –
MWPCG
1624
Measured Wealth Private Client Group
New Hampshire
$333K – – –
WE
1625
Wealth Effects
Massachusetts
$332K -$523K -2,865 -61%
63 64
65
66 67