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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 %
SIS
1826
Sound Income Strategies
Florida
$217K -$8.4K -46 -4%
FSWA
1827
Financial Synergies Wealth Advisors
Texas
$217K -$12.4K -68 -5%
SAM
1828
Selway Asset Management
$217K – – –
AWG
1829
Altus Wealth Group
Colorado
$217K – – –
WF
1830
Wayfinding Financial
Washington
$217K +$217K +1,212 New
WBC
1831
West Branch Capital
Massachusetts
$216K – – –
BWP
1832
Bernardo Wealth Planning
Pennsylvania
$216K +$365 +2 +0.2%
RWS
1833
Resolute Wealth Strategies
Mississippi
$216K -$16.6K -91 -7%
FPGT
1834
Financial Partners Group (Tennessee)
Tennessee
$215K +$215K +1,179 New
TNA
1835
True North Advisors
Texas
$215K -$169K -926 -44%
CF
1836
Clarity Financial
Texas
$215K +$215K +1,175 New
OWP
1837
Obermeyer Wealth Partners
Colorado
$214K +$214K +1,170 New
TSWM
1838
Tyler-Stone Wealth Management
Ohio
$213K -$46.9K -257 -18%
CAM
1839
Crestone Asset Management
Colorado
$213K +$213K +1,168 New
WKSWA
1840
White Knight Strategic Wealth Advisors
New Jersey
$213K -$82.9K -454 -28%
SWM
1841
Stockman Wealth Management
Montana
$212K +$212K +1,164 New
AFA
1842
Alpha Financial Advisors
North Carolina
$212K +$212K +1,159 New
SFG
1843
Sather Financial Group
Texas
$211K -$58.4K -320 -22%
NLP
1844
Next Level Private
New York
$211K +$211K +1,156 New
TAM
1845
Tucker Asset Management
Colorado
$210K +$66.1K +362 +46%
AA
1846
AF Advisors
California
$210K +$210K +1,150 New
ACM
1847
Accent Capital Management
Ohio
$210K -$149K -508 -42%
VW
1848
Vance Wealth
California
$209K +$209K +1,144 New
WIM
1849
Waverton Investment Management
United Kingdom
$209K +$209K +1,143 New
PIN
1850
Prudent Investors Network
California
$209K +$209K +1,142 New
72 73
74
75 76