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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,009 hedge funds and large institutions have $34.8B invested in Vanguard Dividend Appreciation ETF in 2023 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 783 increasing their positions, 681 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,009
Holders Change
+195
Holders Change %
+10.75%
% of All Funds
29.45%
Holding in Top 10
256
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+8.02%
% of All Funds
3.75%
New
273
Increased
783
Reduced
681
Closed
45
Calls
$135M
Puts
$66.8M
Net Calls
+$67.8M
Net Calls Change
-$699K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.96B
2
Bank of America
Bank of America
North Carolina
$4.51B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$489M
4
Wealthfront Advisers
Wealthfront Advisers
California
$1.12B
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.39B

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$231M
2
SF
Synovus Financial
Georgia
$12.1M
3
SIS
Strategic Investment Solutions
Illinois
$1.46M
4
VU
Valence8 US
Massachusetts
$0
5
EW
Evoke Wealth
California
$265K
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
151
Scotia Capital
Ontario, Canada
$24.2M +$2.66M +15,591 +12%
SC
152
Syon Capital
California
$23.9M +$16.7M +98,117 +234%
IAS
153
Investment Advisory Services
Texas
$23.6M +$208K +1,223 +0.9%
MAC
154
Mason & Associates (California)
California
$23.6M -$1.15M -6,725 -5%
GFL
155
Granite FO LLC
New Hampshire
$23.5M +$1.74M +10,213 +8%
AF
156
Allworth Financial
California
$23.5M +$5.97M +35,007 +34%
GWM
157
Gray Wealth Management
Maine
$23.2M -$311K -1,825 -1%
Cetera Investment Advisers
158
Cetera Investment Advisers
Illinois
$22.9M +$117K +689 +0.5%
SAF
159
Smith Anglin Financial
Texas
$22.8M -$950K -5,573 -4%
MAM
160
McCarthy Asset Management
California
$22.8M +$20.4K +120 +0.1%
CAWM
161
Capital Advisors Wealth Management
Washington
$22.6M -$1.02M -6,014 -4%
VA
162
Valmark Advisers
Ohio
$22.5M -$159K -936 -0.7%
SIM
163
Studio Investment Management
Illinois
$22.4M -$1.97M -11,569 -8%
RWG
164
Ratio Wealth Group
Colorado
$22.2M +$964K +5,658 +5%
RWP
165
RWA Wealth Partners
Massachusetts
$22.1M +$3.31M +19,399 +18%
EL
166
EWA LLC
Pennsylvania
$22M -$6.49M -37,215 -23%
SFS
167
Searcy Financial Services
Kansas
$21.8M +$49.6K +291 +0.2%
CA
168
Clearstead Advisors
Ohio
$21.8M -$18.6M -109,029 -46%
AWM
169
AE Wealth Management
Kansas
$21.8M +$4.24M +24,491 +24%
BNP Paribas Financial Markets
170
BNP Paribas Financial Markets
France
$21.7M +$13.6M +79,965 +169%
GB
171
Goepper Burkhardt
South Carolina
$21.5M +$1.3M +7,408 +6%
CWC
172
Carolinas Wealth Consulting
North Carolina
$20.7M -$590K -3,465 -3%
EWA
173
EverSource Wealth Advisors
Alabama
$20.6M +$64.6K +379 +0.3%
NW
174
NewEdge Wealth
Pennsylvania
$20.5M +$3.06M +17,970 +18%
EWMCB
175
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$20.4M +$15.2M +89,149 +293%
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