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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 %
PCA
1776
Peddock Capital Advisors
Massachusetts
$244K – – –
DP
1777
Dearborn Partners
Illinois
$244K -$54.8K -300 -18%
WWM
1778
Wiser Wealth Management
Georgia
$243K – – –
BPFA
1779
Barnes Pettey Financial Advisors
Mississippi
$243K – – –
HC
1780
Hamilton Capital
Ohio
$242K +$7.85K +43 +3%
AWM
1781
Able Wealth Management
New Jersey
$242K +$45.3K +248 +23%
CRI
1782
Colonial River Investments
Virginia
$242K +$6.39K +35 +3%
HCM
1783
Hilton Capital Management
New York
$241K – – –
CIA
1784
Caerus Investment Advisors
Texas
$241K – – –
DWMS
1785
Dominguez Wealth Management Solutions
Virginia
$241K +$365 +2 +0.2%
ISB
1786
Iowa State Bank
Iowa
$240K – – –
AWS
1787
Aspen Wealth Strategies
Colorado
$239K -$1.24M -6,814 -84%
WW
1788
Waterfront Wealth
Kansas
$238K +$20.3K +115 +9%
WWM
1789
Wolff Wiese Magana
California
$238K – – –
BRA
1790
Biechele Royce Advisors
Indiana
$238K -$116K -632 -33%
SC
1791
Schubert & Co
Texas
$238K – – –
FCM
1792
Fortis Capital Management
Washington
$237K +$183 +1 +0.1%
CWP
1793
Concord Wealth Partners
Virginia
$237K -$19.2K -105 -8%
GCM
1794
G2 Capital Management
Ohio
$236K -$34.3K -188 -13%
CFB
1795
Cullen/Frost Bankers
Texas
$235K – – –
RMC
1796
Resources Management Corp
Connecticut
$235K – – –
PP
1797
Pacifica Partners
Canada
$235K +$540 +3 +0.2%
RWM
1798
Revisor Wealth Management
Ohio
$234K +$234K +1,329 New
CG
1799
CFO4Life Group
Texas
$234K +$548 +3 +0.2%
GFA
1800
Gallagher Fiduciary Advisors
Illinois
$233K – – –
70 71
72
73 74