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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 %
EAM
1726
Eukles Asset Management
Ohio
$48.8K – – –
VF
1727
VitalStone Financial
Texas
$48K +$39K +244 +436%
WAS
1728
Winch Advisory Services
Wisconsin
$47K +$16.2K +104 +53%
CTA
1729
Colonial Trust Advisors
South Carolina
$46.6K – – –
PSB
1730
Piscataqua Savings Bank
New Hampshire
$46K – – –
MHR
1731
Matthew Hamilton Rosenberg
$45.4K -$3.11K -20 -6%
APW
1732
Atlantic Private Wealth
North Carolina
$45.4K +$156 +1 +0.3%
FAM
1733
Flaharty Asset Management
Florida
$45.1K +$45.1K +290 New
CSWM
1734
Cassady Schiller Wealth Management
Ohio
$44.9K – – –
HCM
1735
Horrell Capital Management
Arkansas
$44K -$3.13K -20 -7%
WBC
1736
West Branch Capital
Massachusetts
$43.5K – – –
CPG
1737
Cornerstone Planning Group
New Jersey
$42.7K +$3.57K +23 +9%
CH
1738
Canton Hathaway
Rhode Island
$39K – – –
DWA
1739
Dougherty Wealth Advisers
Minnesota
$38.8K – – –
Russell Investments Group
1740
Russell Investments Group
United Kingdom
$38.8K +$38.8K +250 New
PCA
1741
Providence Capital Advisors
North Carolina
$38.4K +$38.4K +247 New
SVCP
1742
Silicon Valley Capital Partners
California
$37.3K +$155 +1 +0.4%
SN
1743
Sittner & Nelson
Oregon
$36.4K +$28.6K +184 +368%
HWM
1744
Horizons Wealth Management
North Carolina
$34.5K – – –
ME
1745
McIlrath & Eck
Washington
$34.2K – – –
FWA
1746
FSC Wealth Advisors
New York
$33.4K – – –
BHWM
1747
Beaird Harris Wealth Management
Texas
$32.5K – – –
BAM
1748
Byrne Asset Management
New Jersey
$32K – – –
JWM
1749
Janiczek Wealth Management
Colorado
$31.9K – – –
GTAM
1750
Global Trust Asset Management
Florida
$31.2K -$12.9K -83 -29%
68 69
70
71 72