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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,026 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, 755 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,026
Holders Change
+17
Holders Change %
+0.85%
% of All Funds
29.37%
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
755
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 %
PA
1876
PSI Advisors
Florida
$168K – – –
RBC
1877
Roble Belko & Company
Pennsylvania
$161K – – –
GM
1878
GeoWealth Management
Illinois
$158K -$418K -2,288 -73%
GGI
1879
Godsey & Gibb Inc
Virginia
$158K +$89.1K +488 +130%
SIC
1880
SJS Investment Consulting
Ohio
$158K -$1.1K -6 -0.7%
CB
1881
Centennial Bank
Arkansas
$157K – – –
BWL
1882
Bogart Wealth LLC
Virginia
$156K -$1.17M -6,436 -88%
CQS
1883
Credential Qtrade Securities
$153K +$153K +836 New
MM
1884
Main Management
California
$152K – – –
PO
1885
Private Ocean
California
$149K -$30.5K -167 -17%
MFT
1886
Moisand Fitzgerald Tamayo
Florida
$146K – – –
PCWA
1887
Pacific Capital Wealth Advisors
California
$145K +$8.95K +49 +7%
AssetMark Inc
1888
AssetMark Inc
California
$140K +$21.4K +117 +18%
T
1889
Tidemark
California
$138K – – –
SWM
1890
Sanctuary Wealth Management
Idaho
$138K – – –
BFP
1891
Briaud Financial Planning
Texas
$137K +$137K +745 New
SR
1892
Syntax Research
Florida
$136K +$548 +3 +0.4%
MA
1893
MCF Advisors
Kentucky
$133K +$32.3K +177 +32%
TCM
1894
TruNorth Capital Management
Michigan
$132K +$132K +721 New
SAS
1895
Stelac Advisory Services
New York
$129K – – –
AT
1896
Avalon Trust
New Mexico
$128K -$18.3K -100 -13%
MLA
1897
MB, Levis & Associates
Pennsylvania
$127K +$183 +1 +0.1%
VC
1898
Vestor Capital
Illinois
$126K – – –
IFAM
1899
Institutional & Family Asset Management
Colorado
$124K -$8.95K -49 -7%
KWAG
1900
Kiely Wealth Advisory Group
North Carolina
$120K -$329K -1,857 -73%
74 75
76
77 78