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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 %
SWA
1801
SOA Wealth Advisors
New York
$4.66K – – –
LFA
1802
Level Financial Advisors
New York
$3.57K – – –
JMF
1803
Johnson Midwest Financial
Iowa
$3.24K – – –
OP
1804
ORG Partners
Indiana
$2.33K -$155 -1 -6%
AWM
1805
Activest Wealth Management
Florida
$2.2K – – –
PCM
1806
Perritt Capital Management
Illinois
$2.18K +$2.18K +14 New
HB
1807
Horizon Bancorp
Indiana
$2K -$2K -14 -50%
OLVIG
1808
Oliver Lagore Vanvalin Investment Group
Michigan
$1.55K – – –
TC
1809
Truvestments Capital
Florida
$1.55K +$777 +5 +100%
LFA
1810
LGT Financial Advisors
Texas
$1.4K +$1.4K +9 New
FA
1811
Financial Avengers
California
$1.09K +$1.09K +7 New
RAM
1812
Riggs Asset Management
Pennsylvania
$777 +$777 +5 New
Kayne Anderson Rudnick Investment Management
1813
Kayne Anderson Rudnick Investment Management
California
$311 – – –
RWM
1814
Ruedi Wealth Management
Illinois
$155 – – –
Macquarie Group
1815
Macquarie Group
Australia
$13 +$13 +89 New
BFS
1816
Bard Financial Services
Connecticut
– -$47.1M -289,945 Closed
T
1817
TCWP
Ohio
– -$6.98M -42,981 Closed
FPCG
1818
Forum Private Client Group
Indiana
– -$6.91M -42,532 Closed
V
1819
Veritable
Delaware
– -$4.82M -29,665 Closed
PWMG
1820
Pinnacle Wealth Management Group
Michigan
– -$3.29M -20,250 Closed
SLWA
1821
San Luis Wealth Advisors
California
– -$3.27M -20,155 Closed
VWA
1822
V Wealth Advisors
Kansas
– -$3.15M -19,372 Closed
TA
1823
TFB Advisors
Kansas
– -$3.06M -18,842 Closed
FTUS
1824
Flow Traders U.S.
New York
– -$2.48M -15,258 Closed
RL
1825
Retireful LLC
Michigan
– -$2.39M -14,684 Closed
71 72
73
74 75