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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,042 hedge funds and large institutions have $34.5B invested in Vanguard Dividend Appreciation ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 690 increasing their positions, 780 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,042
Holders Change
+16
Holders Change %
+0.79%
% of All Funds
29.7%
Holding in Top 10
229
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-6.53%
% of All Funds
3.33%
New
123
Increased
690
Reduced
780
Closed
73
Calls
$90.6M
Puts
$12.4M
Net Calls
+$78.3M
Net Calls Change
+$4.06M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$237M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.64B
3
HWM
HB Wealth Management
Georgia
$850M
4
LPL Financial
LPL Financial
California
$1B
5
Bank of America
Bank of America
North Carolina
$3.95B

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
$22.6M
2
Wells Fargo
Wells Fargo
California
$1.86B
3
LNC
Lincoln National Corp
Pennsylvania
$98.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$319M
5
Wealthfront Advisers
Wealthfront Advisers
California
$1.23B
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Allworth Financial
California
$24.1M -$389K -2,076 -2%
EWA
152
EP Wealth Advisors
California
$24M +$751K +4,113 +3%
Two Sigma Investments
153
Two Sigma Investments
New York
$23.9M +$23.9M +131,003 New
SFS
154
Searcy Financial Services
Kansas
$23.7M +$171K +936 +0.7%
EWA
155
EverSource Wealth Advisors
Alabama
$23.7M +$184K +967 +0.8%
VM
156
VPR Management
Texas
$23.6M -$8.82M -48,300 -27%
MA
157
Mutual Advisors
Nebraska
$23.2M +$976K +5,184 +4%
NIM
158
Northeast Investment Management
Massachusetts
$23.1M +$1.49M +8,187 +7%
SC
159
Scotia Capital
Ontario, Canada
$23.1M -$1.93M -10,546 -8%
KFAA
160
Klaas Financial Asset Advisors
Illinois
$22.9M -$24.6M -134,846 -52%
AAS
161
Annex Advisory Services
Wisconsin
$22.6M -$141M -774,737 -86%
LPAM
162
Lodestar Private Asset Management
California
$22.6M +$184K +1,009 +0.8%
CTC
163
Central Trust Company
Missouri
$22.3M +$962K +5,271 +5%
CA
164
Capital Advantage
California
$21.7M -$205K -1,115 -0.9%
REMPR
165
Roof Eidam Maycock Peralta (REMP)
California
$21.5M +$94.9K +520 +0.4%
WWM
166
Western Wealth Management
Colorado
$21.4M +$274K +1,500 +1%
AAS
167
Ameritas Advisory Services
Nebraska
$21.3M -$1.24M -6,772 -5%
MA
168
Montag & Associates
Georgia
$21.1M +$504K +2,749 +2%
WBG
169
Wharton Business Group
Pennsylvania
$20.8M +$201K +1,100 +1%
RWP
170
RWA Wealth Partners
Massachusetts
$20.7M -$2.57M -14,057 -11%
ASG
171
Ariston Services Group
California
$20.5M – – –
MWM
172
Mittelman Wealth Management
Massachusetts
$20.4M +$1.23M +6,749 +6%
PA
173
PFG Advisors
Arizona
$20.3M +$724K +3,967 +4%
IAN
174
Integrated Advisors Network
Texas
$20.2M +$5.76M +31,551 +40%
WIC
175
Whitegate Investment Counselors
New Hampshire
$20.2M +$111K +610 +0.6%
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