VIG icon

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 %
HBT
1626
Hills Bank & Trust
Iowa
$332K – – –
AF
1627
Advisornet Financial
Minnesota
$331K -$130K -713 -28%
BAAM
1628
Baker Avenue Asset Management
California
$330K -$287K -1,574 -47%
APW
1629
Aurora Private Wealth
New Jersey
$328K -$13.3K -73 -4%
WCAMG
1630
Woodard & Company Asset Management Group
North Carolina
$328K – – –
JWM
1631
Jupiter Wealth Management
Colorado
$326K – – –
W
1632
WPWealth
Texas
$326K +$326K +1,786 New
HAS
1633
Holland Advisory Services
Florida
$325K – – –
CPSC
1634
Carl P. Sherr & Co
Massachusetts
$324K – – –
TW
1635
TritonPoint Wealth
Maryland
$322K +$27K +173 +9%
OWA
1636
Outlook Wealth Advisors
Texas
$321K +$6.21K +34 +2%
BIA
1637
Benchmark Investment Advisors
Illinois
$320K +$365 +2 +0.1%
IAMOG
1638
Investors Asset Management of Georgia
Georgia
$319K +$730 +4 +0.2%
LWM
1639
Lyell Wealth Management
California
$318K +$318K +1,743 New
TIM
1640
Tortoise Investment Management
New York
$318K – – –
FAM
1641
Family Asset Management
South Carolina
$317K +$548 +3 +0.2%
RI
1642
Rinkey Investments
California
$316K +$47.5K +260 +18%
MCA
1643
Maryland Capital Advisors
Maryland
$315K – – –
NA
1644
Navellier & Associates
Nevada
$315K +$1.28K +7 +0.4%
SHFP
1645
Second Half Financial Partners
Florida
$315K +$1.28K +7 +0.4%
DFA
1646
Davies Financial Advisors
California
$315K +$315K +1,723 New
NFP
1647
Narus Financial Partners
Utah
$315K -$83.8K -459 -21%
FG
1648
Fairman Group
Pennsylvania
$314K +$1.28K +7 +0.4%
MAWA
1649
Moss Adams Wealth Advisors
Washington
$314K – – –
DFG
1650
Delta Financial Group
New Jersey
$313K +$914 +5 +0.3%
64 65
66
67 68