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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 %
IAS
151
Investment Advisory Services
Texas
$21.4M +$317K +2,039 +2%
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$20.8M -$1.02M -6,574 -5%
MAM
153
McCarthy Asset Management
California
$20.7M -$682K -4,391 -3%
VA
154
Valmark Advisers
Ohio
$20.6M +$129K +829 +0.6%
CCM
155
Coldstream Capital Management
Washington
$20.6M +$321K +2,065 +2%
AAS
156
Avantax Advisory Services
Texas
$20.4M -$103K -661 -0.5%
First Manhattan
157
First Manhattan
New York
$20M +$19.4M +125,027 +3,165%
GFL
158
Granite FO LLC
New Hampshire
$19.8M +$2.03M +13,040 +11%
SFS
159
Searcy Financial Services
Kansas
$19.8M +$154K +988 +0.8%
SC
160
Scotia Capital
Ontario, Canada
$19.7M -$153K -986 -0.8%
RWG
161
Ratio Wealth Group
Colorado
$19.4M +$204K +1,316 +1%
EW
162
Evoke Wealth
California
$19.4M +$2.55M +16,320 +15%
CWC
163
Carolinas Wealth Consulting
North Carolina
$19.1M -$5.48M -35,820 -22%
EWA
164
EverSource Wealth Advisors
Alabama
$18.7M -$282K -1,815 -1%
CFA
165
Cahill Financial Advisors
Minnesota
$18.6M +$777 +5 +0%
OIA
166
OneDigital Investment Advisors
Kansas
$18.6M -$1.64M -10,540 -8%
LPAM
167
Lodestar Private Asset Management
California
$18.4M -$88.9K -572 -0.5%
CA
168
Capital Advantage
California
$18.2M -$233K -1,500 -1%
REMPR
169
Roof Eidam Maycock Peralta (REMP)
California
$18.1M -$356K -2,292 -2%
GB
170
Goepper Burkhardt
South Carolina
$17.9M +$232K +1,492 +1%
MA
171
Montag & Associates
Georgia
$17.6M -$41.4K -265 -0.2%
BSW
172
Buckingham Strategic Wealth
Missouri
$17.6M -$434K -2,790 -2%
WBG
173
Wharton Business Group
Pennsylvania
$17.6M -$519K -3,340 -3%
Toronto Dominion Bank
174
Toronto Dominion Bank
Ontario, Canada
$17.6M -$4.66M -30,000 -21%
CWAG
175
Compton Wealth Advisory Group
Virginia
$17.5M +$1.23M +7,894 +8%
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