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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 %
FCMT
1901
Founders Capital Management (Texas)
Texas
$119K – – –
NOI
1902
Newton One Investments
Delaware
$112K +$548 +3 +0.5%
SOAMC
1903
Spirit of America Management Corp
New York
$112K +$112K +635 New
PPC
1904
Park Place Capital
Alabama
$110K – – –
BAM
1905
Bellevue Asset Management
Washington
$110K – – –
GA
1906
GoalVest Advisory
New York
$109K – – –
NBT
1907
Northwest Bank & Trust
Iowa
$101K +$101K +576 New
CT
1908
Clearstead Trust
Maine
$100K – – –
TFA
1909
Toth Financial Advisory
Virginia
$99.9K – – –
EWM
1910
Evermay Wealth Management
Virginia
$97.5K – – –
AWM
1911
Avondale Wealth Management
Texas
$94.5K – – –
TLCM
1912
Twin Lakes Capital Management
California
$93.3K +$183 +1 +0.2%
CCA
1913
Criterion Capital Advisors
Tennessee
$91.3K – – –
BLC
1914
Brown, Lisle/Cummings
Rhode Island
$90.4K – – –
DCM
1915
Davis Capital Management
Florida
$90K -$4.72K -26 -5%
LF
1916
LifeSteps Financial
California
$85.4K +$85.4K +467 New
LTI
1917
Laffer Tengler Investments
Tennessee
$83.3K +$83.3K +456 New
WAM
1918
WFA Asset Management
Wisconsin
$83K -$26.3K -144 -24%
HF
1919
Halpern Financial
Virginia
$83K -$11.5K -64 -12%
RFG
1920
REAP Financial Group
Texas
$81.4K -$4.38K -24 -5%
A
1921
Allianz
Germany
$80.5K +$80.5K +441 New
MAWCM
1922
Mine & Arao Wealth Creation & Management
California
$79.6K – – –
CTA
1923
Colonial Trust Advisors
South Carolina
$77.8K +$9.5K +52 +14%
SCA
1924
Stuart Chaussee & Associates
California
$74.9K – – –
NCM
1925
Northwest Capital Management
Oregon
$74.9K – – –
75 76
77
78 79