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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,026 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, 755 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,026
Holders Change
+17
Holders Change %
+0.85%
% of All Funds
29.37%
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
755
Closed
94
Calls
$125M
Puts
$50.6M
Net Calls
+$74.2M
Net Calls Change
+$6.37M

Top Buyers

1
RJA
Raymond James & Associates
Florida
$646M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$149M
3
HWM
HB Wealth Management
Georgia
$814M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.58B
5
AAS
Annex Advisory Services
Wisconsin
$164M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.15B
2
Bank of America
Bank of America
North Carolina
$3.92B
3
Truist Financial
Truist Financial
North Carolina
$187M
4
Charles Schwab
Charles Schwab
California
$120M
5
AWM
Apollon Wealth Management
South Carolina
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
151
McCarthy Asset Management
California
$24.2M -$218K -1,195 -0.9%
CAWM
152
Capital Advisors Wealth Management
Washington
$24.1M -$119K -649 -0.5%
AF
153
Allworth Financial
California
$23.8M -$1.29M -7,081 -5%
SFS
154
Searcy Financial Services
Kansas
$23.5M +$186K +1,018 +0.8%
EWA
155
EP Wealth Advisors
California
$23.3M +$2.71M +14,843 +13%
RWP
156
RWA Wealth Partners
Massachusetts
$23.2M -$401K -2,196 -2%
CWAG
157
Compton Wealth Advisory Group
Virginia
$23M +$1.65M +9,024 +8%
SAF
158
Smith Anglin Financial
Texas
$22.6M -$1.86M -10,162 -8%
CA
159
Crane Advisory
California
$22.5M +$2.24M +12,570 +11%
LPAM
160
Lodestar Private Asset Management
California
$22.4M +$560K +3,064 +3%
AAS
161
Ameritas Advisory Services
Nebraska
$22.2M +$6.6M +36,739 +42%
NIM
162
Northeast Investment Management
Massachusetts
$21.7M +$565K +3,092 +3%
EWA
163
EverSource Wealth Advisors
Alabama
$21.7M +$522K +2,980 +2%
CA
164
Capital Advantage
California
$21.5M +$184K +1,016 +0.9%
MA
165
Mutual Advisors
Nebraska
$21.5M -$6.77M -37,058 -24%
NW
166
NewEdge Wealth
Pennsylvania
$21.4M +$313K +1,787 +1%
REMPR
167
Roof Eidam Maycock Peralta (REMP)
California
$21.4M +$314K +1,719 +1%
CTC
168
Central Trust Company
Missouri
$21.4M -$254K -1,391 -1%
WWM
169
Western Wealth Management
Colorado
$21.2M +$1.48M +8,129 +8%
GB
170
Goepper Burkhardt
South Carolina
$20.7M -$1.47M -8,126 -7%
CA
171
Clearstead Advisors
Ohio
$20.7M -$2.43M -13,440 -11%
CCM
172
Coldstream Capital Management
Washington
$20.7M -$7.36M -40,329 -26%
WBG
173
Wharton Business Group
Pennsylvania
$20.6M -$75.8K -415 -0.4%
ASG
174
Ariston Services Group
California
$20.5M – – –
MA
175
Montag & Associates
Georgia
$20.5M +$73.8K +404 +0.4%
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