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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 %
B
1851
BetterWealth
California
$207K +$207K +1,133 New
GIA
1852
Guyasuta Investment Advisors
Pennsylvania
$206K – – –
AFS
1853
Annapolis Financial Services
Maryland
$205K +$174K +954 +568%
LOPW
1854
Live Oak Private Wealth
North Carolina
$204K +$204K +1,115 New
WCM
1855
Wealthcare Capital Management
Virginia
$203K +$203K +1,113 New
OWA
1856
One Wealth Advisors
California
$203K +$203K +1,110 New
TWM
1857
Triton Wealth Management
Arizona
$203K +$203K +1,150 New
WFS
1858
Weitzel Financial Services
Iowa
$203K -$31.9K -176 -14%
VIP
1859
Vista Investment Partners
Oklahoma
$202K +$202K +1,107 New
AWM
1860
Aprio Wealth Management
Georgia
$201K +$201K +1,102 New
VFG
1861
V2 Financial group
Illinois
$201K +$201K +1,100 New
MSR
1862
Main Street Research
Connecticut
$201K +$201K +1,099 New
AIM
1863
Athena Investment Management
California
$201K +$201K +1,098 New
PGAM
1864
Princeton Global Asset Management
New Jersey
$200K -$20.6K -113 -9%
NFSG
1865
Newbridge Financial Services Group
Florida
$199K +$86.9K +476 +78%
NRG
1866
Nemes Rush Group
Michigan
$193K +$1.83K +10 +1%
NJIM
1867
Nabity-Jensen Investment Management
Nebraska
$191K -$6.57K -36 -3%
HCP
1868
Hexagon Capital Partners
Arkansas
$187K – – –
OC
1869
Oakworth Capital
Alabama
$186K – – –
AAG
1870
Accordant Advisory Group
Maryland
$185K +$185K +1,013 New
FFC
1871
First Financial Corp
Indiana
$183K – – –
FIM
1872
Fernwood Investment Management
Massachusetts
$180K +$180K +985 New
GJIA
1873
Glass Jacobson Investment Advisors
Maryland
$177K -$65.9K -361 -27%
CWM
1874
Cedar Wealth Management
California
$172K -$548 -3 -0.3%
Russell Investments Group
1875
Russell Investments Group
United Kingdom
$171K +$126K +689 +276%
73 74
75
76 77