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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 %
TI
1751
Truepoint Inc
Ohio
$255K +$15.7K +86 +7%
FWM
1752
ForthRight Wealth Management
Georgia
$255K +$255K +1,398 New
GG
1753
Gleason Group
Kentucky
$255K +$913 +5 +0.4%
MSG
1754
Main Street Group
Virginia
$255K +$1.09K +6 +0.4%
SIA
1755
Spectrum Investment Advisors
Wisconsin
$254K – – –
EWP
1756
Elevation Wealth Partners
California
$253K +$3.65K +20 +1%
AIA
1757
Alternative Investment Advisors
Florida
$253K +$1.09K +6 +0.4%
SHWM
1758
Smith & Howard Wealth Management
Georgia
$252K – – –
JEST
1759
JTC Employer Solutions Trustee
Jersey
$251K – – –
AWM
1760
Abound Wealth Management
Tennessee
$251K +$11.9K +65 +5%
BGAI
1761
Bruce G. Allen Investments
Colorado
$250K +$548 +3 +0.2%
TLFA
1762
True Link Financial Advisors
California
$250K -$72.5K -397 -22%
BFG
1763
Baron Financial Group
New Jersey
$250K – – –
CA
1764
Callahan Advisors
Texas
$249K -$226K -1,235 -48%
WCM
1765
Whitener Capital Management
North Carolina
$249K +$249K +1,364 New
IBOK
1766
Independence Bank of Kentucky
Kentucky
$249K -$4.75K -26 -2%
KFC
1767
Klingenstein Fields & Co
New York
$248K – – –
KWA
1768
Kellett Wealth Advisors
Ohio
$247K +$4.75K +26 +2%
BWA
1769
BlueChip Wealth Advisors
Georgia
$247K +$247K +1,353 New
SFWC
1770
Strategic Family Wealth Counselors
New Jersey
$247K +$247K +1,353 New
SFB
1771
STAR Financial Bank
Indiana
$247K – – –
VST
1772
Van Strum & Towne
California
$246K – – –
MPM
1773
Meritage Portfolio Management
Kansas
$246K -$1.46K -8 -0.6%
DA
1774
Dash Acquisitions
California
$246K +$2.6K +15 +1%
TCM
1775
Triumph Capital Management
Colorado
$245K +$245K +1,352 New
69 70
71
72 73