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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 %
BL
1851
Balentine LLC
Georgia
– -$233K -1,436 Closed
AGM
1852
Alpine Global Management
New York
– -$233K -1,434 Closed
NWM
1853
NEIRG Wealth Management
Massachusetts
– -$228K -1,402 Closed
P
1854
&Partners
Tennessee
– -$221K -1,361 Closed
GFA
1855
Gallagher Fiduciary Advisors
Illinois
– -$217K -1,335 Closed
SCM
1856
Sterneck Capital Management
Missouri
– -$216K -1,332 Closed
3IP
1857
3Chopt Investment Partners
Virginia
– -$217K -1,331 Closed
UBV
1858
United Bank (Virginia)
Virginia
– -$207K -1,272 Closed
CG
1859
CFO4Life Group
Texas
– -$206K -1,269 Closed
MMPW
1860
Mitchell McLeod Pugh & Williams
Alabama
– -$206K -1,268 Closed
LWM
1861
Ledge Wealth Management
Minnesota
– -$204K -1,259 Closed
CSA
1862
Cottage Street Advisors
Massachusetts
– -$203K -1,252 Closed
RWS
1863
Resolute Wealth Strategies
Mississippi
– -$203K -1,252 Closed
PCA
1864
Prosperity Capital Advisors
Ohio
– -$203K -1,252 Closed
MS
1865
Madden Securities
Texas
– -$203K -1,251 Closed
RCG
1866
Resource Consulting Group
Florida
– -$202K -1,242 Closed
CAP
1867
Columbia Advisory Partners
Washington
– -$202K -1,241 Closed
MPM
1868
Meritage Portfolio Management
Kansas
– -$201K -1,239 Closed
SFS
1869
Summit Financial Strategies
Ohio
– -$201K -1,235 Closed
FCG
1870
Financial Connections Group
California
– -$198K -1,220 Closed
PIAS
1871
PCA Investment Advisory Services
Ohio
– -$108K -664 Closed
WP
1872
WealthPLAN Partners
Nebraska
– -$45.2K -278 Closed
VAG
1873
VisionPoint Advisory Group
Texas
– -$43.4K -267 Closed
MIH
1874
Meitav Investment House
Israel
– -$31.8K -197 Closed
BEI
1875
Benjamin Edwards Inc
Missouri
– -$11K -68 Closed
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