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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 %
CIA
1626
Caerus Investment Advisors
Texas
$212K – – –
KFC
1627
Klingenstein Fields & Co
New York
$211K -$2.33K -15 -1%
HC
1628
Hamilton Capital
Ohio
$211K +$3.88K +25 +2%
SAM
1629
Summit Asset Management
Tennessee
$210K – – –
CWM
1630
Consultiva Wealth Management
Puerto Rico
$210K +$47.6K +306 +29%
CSWG
1631
Cardinal Strategic Wealth Guidance
Kentucky
$210K -$9.63K -62 -4%
POIA
1632
Pin Oak Investment Advisors
Texas
$210K – – –
BO
1633
Bank OZK
Arkansas
$210K – – –
VST
1634
Van Strum & Towne
California
$209K – – –
PCA
1635
Peddock Capital Advisors
Massachusetts
$208K – – –
GAM
1636
Gould Asset Management
California
$207K – – –
AWM
1637
AllSquare Wealth Management
New York
$207K -$1.55K -10 -0.7%
BPFA
1638
Barnes Pettey Financial Advisors
Mississippi
$207K -$3.26K -21 -2%
KWA
1639
Kellett Wealth Advisors
Ohio
$206K +$10.9K +70 +6%
HCM
1640
Hilton Capital Management
New York
$205K – – –
FFA
1641
Fragasso Financial Advisors
Pennsylvania
$205K +$777 +5 +0.4%
SIA
1642
Strategic Investment Advisors
Michigan
$205K +$205K +1,316 New
NAM
1643
NorthCrest Asset Manangement
Minnesota
$204K -$3.11K -20 -1%
ISB
1644
Iowa State Bank
Iowa
$204K – – –
GJIA
1645
Glass Jacobson Investment Advisors
Maryland
$204K +$10.3K +66 +5%
TI
1646
Truepoint Inc
Ohio
$204K – – –
DWMS
1647
Dominguez Wealth Management Solutions
Virginia
$204K +$311 +2 +0.2%
WWM
1648
Wiser Wealth Management
Georgia
$204K -$7.15K -46 -3%
BFG
1649
Baron Financial Group
New Jersey
$204K – – –
SAS
1650
SMI Advisory Services
Indiana
$203K +$203K +1,279 New
64 65
66
67 68