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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 %
SI
1826
Saxon Interests
Texas
– -$1.65M -10,177 Closed
Barclays
1827
Barclays
United Kingdom
– -$991K -6,100 Closed
SGI
1828
Summit Global Investments
Utah
– -$953K -5,867 Closed
BCM
1829
BlueCrest Capital Management
Jersey
– -$886K -5,452 Closed
SBH
1830
Segall Bryant & Hamill
Illinois
– -$737K -4,539 Closed
GIM
1831
Goelzer Investment Management
Indiana
– -$520K -3,201 Closed
S
1832
SimplyRich
California
– -$503K -3,102 Closed
VIA
1833
Vident Investment Advisory
Georgia
– -$499K -3,070 Closed
SLA
1834
Silver Lake Advisory
Utah
– -$477K -2,938 Closed
RDWM
1835
Red Door Wealth Management
Tennessee
– -$464K -2,854 Closed
CA
1836
CapWealth Advisors
Tennessee
– -$425K -2,619 Closed
GIA
1837
Guyasuta Investment Advisors
Pennsylvania
– -$396K -2,435 Closed
MKA
1838
M. Kulyk & Associates
Georgia
– -$384K -2,364 Closed
RCI
1839
RS Crum Inc
California
– -$373K -2,298 Closed
GS
1840
GTS Securities
New York
– -$361K -2,220 Closed
HW
1841
Hamilton Wealth
California
– -$345K -2,127 Closed
CI
1842
CX Institutional
Indiana
– -$303K -1,866 Closed
EGWAG
1843
Elwood & Goetz Wealth Advisory Group
Georgia
– -$289K -1,781 Closed
RVPG
1844
Relative Value Partners Group
– -$284K -1,746 Closed
SHFP
1845
Second Half Financial Partners
Florida
– -$280K -1,725 Closed
SXL
1846
Summit X LLC
Missouri
– -$262K -1,615 Closed
IAIM
1847
Industrial Alliance Investment Management
Quebec, Canada
– -$262K -1,613 Closed
TCM
1848
Triumph Capital Management
Colorado
– -$253K -1,553 Closed
TH
1849
Team Hewins
California
– -$240K -1,468 Closed
JF
1850
JSF Financial
California
– -$236K -1,451 Closed
72 73
74
75 76