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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 %
CC
1701
Courier Capital
New York
$282K – – –
MPCL
1702
My Personal CFO LLC
Washington
$282K – – –
CJ
1703
Caitlin John
Michigan
$281K -$183 -1 -0.1%
PWMG
1704
Pioneer Wealth Management Group
Texas
$281K -$5.66K -31 -2%
HF
1705
HRT Financial
New York
$280K +$280K +1,535 New
FCM
1706
Fourpath Capital Management
Oklahoma
$280K +$365 +2 +0.1%
DAC
1707
Dividend Assets Capital
South Carolina
$279K -$98.4K -539 -26%
LC
1708
Landaas & Company
Wisconsin
$279K +$4.93K +27 +2%
FFA
1709
First Foundation Advisors
California
$279K +$730 +4 +0.3%
KWM
1710
Keebeck Wealth Management
Illinois
$279K -$48.9K -268 -15%
GI
1711
GAMMA Investing
California
$278K -$183 -1 -0.1%
AWA
1712
Archvest Wealth Advisors
California
$278K +$50.3K +277 +22%
AWM
1713
Altus Wealth Management
Kentucky
$278K – – –
GAM
1714
Gould Asset Management
California
$276K – – –
DLCIG
1715
D.L. Carlson Investment Group
New Hampshire
$276K -$33.6K -184 -11%
OFG
1716
Omega Financial Group
California
$274K -$6.39K -35 -2%
TNBTD
1717
Trustmark National Bank Trust Department
Mississippi
$274K – – –
CWA
1718
Clearview Wealth Advisors
Oregon
$273K -$93.5K -512 -25%
HCMG
1719
Howard Capital Management Group
California
$273K +$273K +1,495 New
GAA
1720
Global Assets Advisory
Florida
$273K +$273K +49,558 New
FA
1721
Faithward Advisors
Pennsylvania
$272K +$272K +1,488 New
BAM
1722
Bosun Asset Management
Illinois
$268K – – –
TH
1723
Team Hewins
California
$268K – – –
CW
1724
Connectus Wealth
Ohio
$268K +$731 +4 +0.3%
ACA
1725
American Capital Advisory
Idaho
$267K -$92.4K -600 -26%
67 68
69
70 71