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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
$3.58B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$118M
3
MCM
MAI Capital Management
Ohio
$109M
4
Osaic Holdings
Osaic Holdings
Arizona
$280M
5
SIS
Strategic Investment Solutions
Illinois
$33.6M

Top Sellers

1
Citigroup
Citigroup
New York
$27.4M
2
Charles Schwab
Charles Schwab
California
$147M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$302M
4
BFS
Bard Financial Services
Connecticut
$0
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
1676
Avalon Trust
New Mexico
$134K -$3.11K -20 -2%
CB
1677
Centennial Bank
Arkansas
$134K – – –
VWM
1678
Valley Wealth Managers
New Jersey
$132K +$94K +605 +247%
GI
1679
Gradient Investments
Minnesota
$132K -$270K -1,738 -67%
Legacy Financial Group (Iowa)
1680
Legacy Financial Group (Iowa)
Iowa
$132K +$132K +849 New
MM
1681
Main Management
California
$129K – – –
MFT
1682
Moisand Fitzgerald Tamayo
Florida
$127K – – –
TAM
1683
Tucker Asset Management
Colorado
$122K -$90.6K -583 -43%
SIC
1684
SJS Investment Consulting
Ohio
$122K +$42K +270 +52%
SWM
1685
Sanctuary Wealth Management
Idaho
$117K – – –
BFP
1686
Briaud Financial Planning
Texas
$115K +$115K +745 New
SR
1687
Syntax Research
Florida
$114K +$114K +733 New
CAS
1688
Coppell Advisory Solutions
Texas
$110K -$594K -3,915 -84%
MLA
1689
MB, Levis & Associates
Pennsylvania
$107K -$27.7K -178 -21%
CCA
1690
Column Capital Advisors
Indiana
$106K -$12.3K -79 -10%
GWMIA
1691
Global Wealth Management Investment Advisory
Florida
$106K – – –
IFAM
1692
Institutional & Family Asset Management
Colorado
$105K – – –
SIS
1693
Sound Income Strategies
Florida
$104K +$94.3K +607 +1,012%
FCMT
1694
Founders Capital Management (Texas)
Texas
$101K – – –
MRCM
1695
M&R Capital Management
New Jersey
$99.5K +$311 +2 +0.3%
MA
1696
MCF Advisors
Kentucky
$97.5K +$46.6K +299 +91%
NOI
1697
Newton One Investments
Delaware
$94.3K +$466 +3 +0.5%
BAM
1698
Bellevue Asset Management
Washington
$93.2K -$5.13K -33 -5%
PPC
1699
Park Place Capital
Alabama
$93.2K – – –
GA
1700
GoalVest Advisory
New York
$92.9K – – –
66 67
68
69 70