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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,027 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, 756 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,027
Holders Change
+17
Holders Change %
+0.85%
% of All Funds
29.38%
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
756
Closed
94
Calls
$125M
Puts
$50.6M
Net Calls
+$74.2M
Net Calls Change
+$6.37M

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$239M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$124M
3
HWM
HB Wealth Management
Georgia
+$112M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$85.2M
5
AAS
Annex Advisory Services
Wisconsin
+$72.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.1B
2
Bank of America
Bank of America
North Carolina
-$914M
3
Truist Financial
Truist Financial
North Carolina
-$99.4M
4
Charles Schwab
Charles Schwab
California
-$96.9M
5
AWM
Apollon Wealth Management
South Carolina
-$40.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
1726
Fountainhead AM
New Jersey
$267K +$267K +1,464 New
ST
1727
Sentinel Trust
Texas
$266K – – –
SC
1728
Stephenson & Company
California
$266K -$17.3K -95 -6%
CCA
1729
Clarity Capital Advisors
Florida
$265K – – –
TCB
1730
Texas Capital Bancshares
Texas
$265K – – –
GIA
1731
GHP Investment Advisors
Colorado
$265K – – –
HI
1732
Hendershot Investments
Virginia
$265K – – –
ATC
1733
Adirondack Trust Company
New York
$264K +$2.56K +14 +1%
RIS
1734
Retirement Income Solutions
Michigan
$264K – – –
CWP
1735
Cyndeo Wealth Partners
Florida
$262K -$3.65K -20 -1%
TFP
1736
Tilia Fiduciary Partners
North Carolina
$260K +$4.93K +27 +2%
PPW
1737
Presilium Private Wealth
Pennsylvania
$260K – – –
FAT
1738
First American Trust
California
$260K +$183 +1 +0.1%
MWM
1739
Maripau Wealth Management
Indiana
$260K -$53.5K -293 -17%
HTHT
1740
Hemenway Trust Hemenway Trust
New Hampshire
$259K -$22.8K -125 -8%
WCM
1741
Windsor Capital Management
Arizona
$259K – – –
DIM
1742
Delta Investment Management
California
$259K +$259K +1,419 New
LWM
1743
Lodestone Wealth Management
Washington
$259K -$6.03K -33 -2%
RIG
1744
RiverFront Investment Group
Virginia
$259K +$259K +1,418 New
MCM
1745
MV Capital Management
Maryland
$259K – – –
CST
1746
Charles Schwab Trust
Nevada
$258K +$258K +1,414 New
GHA
1747
Granite Harbor Advisors
Texas
$258K +$1.1K +6 +0.4%
CCA
1748
Checchi Capital Advisers
California
$257K – – –
OFS
1749
Oldfather Financial Services
Nebraska
$256K -$19.5K -107 -7%
WA
1750
WP Advisors
California
$256K +$365 +2 +0.1%
68 69
70
71 72