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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 %
GWS
1676
Glassman Wealth Services
Virginia
$295K +$59.5K +326 +25%
SCP
1677
Shorepoint Capital Partners
Massachusetts
$294K +$10.6K +58 +4%
WG
1678
Watchman Group
Texas
$294K – – –
PCM
1679
Pointe Capital Management
Michigan
$294K – – –
SAM
1680
Seelaus Asset Management
New Jersey
$294K +$913 +5 +0.3%
IIM
1681
Ipswich Investment Management
Massachusetts
$292K +$913 +5 +0.3%
Two Sigma Advisers
1682
Two Sigma Advisers
New York
$292K -$4.47M -24,500 -94%
FFA
1683
Fragasso Financial Advisors
Pennsylvania
$292K +$72.3K +396 +33%
ML
1684
Mayport LLC
Massachusetts
$292K – – –
AW
1685
Apricus Wealth
South Carolina
$292K -$5.48K -30 -2%
SM
1686
Sensible Money
Arizona
$291K +$183 +1 +0.1%
BFPW
1687
BOK Financial Private Wealth
Colorado
$291K – – –
AIM
1688
Acropolis Investment Management
Missouri
$289K -$80.2K -439 -22%
FA
1689
Fermata Advisors
California
$288K +$730 +4 +0.3%
EWM
1690
Executive Wealth Management
Michigan
$287K +$38.7K +213 +16%
APA
1691
Astoria Portfolio Advisors
New York
$287K +$11.3K +65 +4%
HS
1692
Horan Securities
United States
$286K +$30.1K +165 +12%
WMA
1693
Wealth Management Associates
New Jersey
$286K – – –
BFG
1694
Bouchey Financial Group
New York
$286K – – –
OWM
1695
Orgel Wealth Management
Wisconsin
$285K +$730 +4 +0.3%
PFA
1696
Petra Financial Advisors
Colorado
$285K – – –
MBTD
1697
Mechanics Bank - Trust Department
California
$284K -$79.4K -435 -22%
FF
1698
Francis Financial
$284K – – –
NWA
1699
New World Advisors
Massachusetts
$283K – – –
BHWM
1700
Bay Harbor Wealth Management
Maryland
$283K -$27.6K -151 -9%
66 67
68
69 70