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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 %
PWP
1651
Precedent Wealth Partners
Texas
$313K – – –
CF
1652
Convergence Financial
Missouri
$313K +$20.1K +110 +7%
WN
1653
Williams & Novak
California
$313K – – –
SPC
1654
Stewart & Patten Company
California
$312K -$286K -1,565 -48%
PWG
1655
Private Wealth Group
Florida
$312K – – –
LC
1656
Lindbrook Capital
California
$311K – – –
CIA
1657
Cape Investment Advisory
Georgia
$311K +$1.28K +7 +0.4%
MAM
1658
MWA Asset Management
Massachusetts
$311K +$311K +1,701 New
LWA
1659
Lineweaver Wealth Advisors
Ohio
$310K +$183 +1 +0.1%
SAM
1660
Summit Asset Management
Tennessee
$308K +$31K +170 +11%
IAS
1661
Insigneo Advisory Services
Florida
$308K – – –
TI
1662
tru Independence
Oregon
$307K +$548 +3 +0.2%
NCM
1663
NCM Capital Management
New Jersey
$307K – – –
NB
1664
NBT Bank
New York
$306K – – –
LA
1665
Lakeside Advisors
Washington
$306K – – –
GF
1666
Gries Financial
Ohio
$304K -$96.4K -528 -24%
LFA
1667
Legacy Financial Advisors
Kentucky
$304K – – –
CMAI
1668
Capital Management Associates Inc
Minnesota
$303K -$82.5K -452 -21%
TWM
1669
Trueblood Wealth Management
Ohio
$303K +$303K +1,657 New
IPW
1670
Intergy Private Wealth
Colorado
$302K – – –
OCM
1671
Orleans Capital Management
Louisiana
$300K +$4.57K +25 +2%
RVPG
1672
Relative Value Partners Group
$300K -$15.5K -90 -5%
MCP
1673
Mirador Capital Partners
California
$300K +$300K +1,641 New
LHWM
1674
Lake Hills Wealth Management
Texas
$296K – – –
GAM
1675
Grandview Asset Management
Pennsylvania
$296K +$7.85K +43 +3%
65 66
67
68 69