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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 %
CWP
1751
Concord Wealth Partners
Virginia
$239K +$1.19K +7 +0.5%
TFP
1752
Tilia Fiduciary Partners
North Carolina
$238K +$2.9K +17 +1%
MSG
1753
Main Street Group
Virginia
$238K +$238K +1,397 New
WA
1754
WP Advisors
California
$238K +$2.39K +14 +1%
SIA
1755
Spectrum Investment Advisors
Wisconsin
$237K +$237K +1,392 New
GG
1756
Gleason Group
Kentucky
$237K +$2.21K +13 +0.9%
IBOK
1757
Independence Bank of Kentucky
Kentucky
$237K +$1.87K +11 +0.8%
AIA
1758
Alternative Investment Advisors
Florida
$236K +$2.39K +14 +1%
CAP
1759
Columbia Advisory Partners
Washington
$236K +$236K +1,386 New
SHWM
1760
Smith & Howard Wealth Management
Georgia
$235K – – –
FBT
1761
First Bank & Trust
South Dakota
$235K – – –
JEST
1762
JTC Employer Solutions Trustee
Jersey
$235K – – –
EWM
1763
Executive Wealth Management
Michigan
$233K +$233K +1,369 New
BFG
1764
Baron Financial Group
New Jersey
$233K +$9.71K +57 +4%
BGAI
1765
Bruce G. Allen Investments
Colorado
$233K +$233K +1,365 New
KFC
1766
Klingenstein Fields & Co
New York
$232K – – –
MPM
1767
Meritage Portfolio Management
Kansas
$231K +$231K +1,357 New
SFB
1768
STAR Financial Bank
Indiana
$230K -$141K -830 -38%
VST
1769
Van Strum & Towne
California
$230K – – –
POIA
1770
Pin Oak Investment Advisors
Texas
$229K – – –
PCA
1771
Peddock Capital Advisors
Massachusetts
$228K +$170 +1 +0.1%
BPFA
1772
Barnes Pettey Financial Advisors
Mississippi
$226K – – –
KWA
1773
Kellett Wealth Advisors
Ohio
$226K +$341 +2 +0.2%
GJIA
1774
Glass Jacobson Investment Advisors
Maryland
$226K +$2.39K +14 +1%
SWP
1775
Semus Wealth Partners
Florida
$226K -$36.1K -212 -14%
69 70
71
72 73