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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 %
AWM
1801
Accurate Wealth Management
Florida
$233K +$233K +1,338 New
CSIA
1802
Charles Schwab Investment Advisory
California
$231K +$231K +1,266 New
UBV
1803
United Bank (Virginia)
Virginia
$230K – – –
SOS
1804
Silver Oak Securities
Tennessee
$230K -$1.49M -8,163 -87%
PWM
1805
Provident Wealth Management
Tennessee
$229K +$913 +5 +0.4%
MS
1806
Madden Securities
Texas
$229K – – –
FDCP
1807
Foster Dykema Cabot & Partners
Massachusetts
$228K +$12.1K +66 +6%
PEA
1808
Park Edge Advisors
Ohio
$227K -$31K -170 -12%
AWM
1809
AllSquare Wealth Management
New York
$226K – – –
WAG
1810
Wallace Advisory Group
California
$225K +$225K +1,323 New
AFAS
1811
Acorn Financial Advisory Services
Virginia
$224K +$224K +1,227 New
ZIG
1812
Zullo Investment Group
Pennsylvania
$224K – – –
FTC
1813
Farmers Trust Company
Ohio
$224K – – –
VC
1814
Veery Capital
Delaware
$223K – – –
PSA
1815
Plum Street Advisors
Louisiana
$223K +$223K +1,126 New
CFS
1816
Commonwealth Financial Services
West Virginia
$223K – – –
CPP
1817
Capasso Planning Partners
South Carolina
$222K -$85.7K -469 -28%
KPWG
1818
KFA Private Wealth Group
Virginia
$222K +$183 +1 +0.1%
TW
1819
Transform Wealth
Colorado
$222K – – –
SGI
1820
Summit Global Investments
Utah
$222K -$117K -639 -34%
CSA
1821
Cottage Street Advisors
Massachusetts
$222K -$8.22K -45 -4%
IP
1822
Isthmus Partners
Wisconsin
$221K – – –
POIA
1823
Pin Oak Investment Advisors
Texas
$220K -$25.6K -140 -10%
CAG
1824
Compass Advisory Group
New York
$220K -$7.31K -40 -3%
KV
1825
Kickstand Ventures
New York
$219K -$4.11M -22,484 -95%
71 72
73
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