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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 %
JWM
1926
Janiczek Wealth Management
Colorado
$74.7K +$37.3K +204 +100%
TF
1927
Tompkins Financial
New York
$73K – – –
MRCM
1928
M&R Capital Management
New Jersey
$71.6K -$45.9K -251 -39%
FFO
1929
Fortitude Family Office
Arizona
$71.6K – – –
WAS
1930
Winch Advisory Services
Wisconsin
$65K +$9.5K +52 +17%
RFA
1931
Register Financial Advisors
Georgia
$64.7K +$64.7K +354 New
CFFP
1932
Center for Financial Planning
Michigan
$63K – – –
FWM
1933
FSA Wealth Management
Massachusetts
$61.7K +$183 +1 +0.3%
MCM
1934
MidAtlantic Capital Management
Virginia
$61.2K – – –
CT
1935
Colonial Trust
South Carolina
$59K – – –
HFS
1936
Horizon Financial Services
North Carolina
$58.1K +$58.1K +318 New
EAM
1937
Eukles Asset Management
Ohio
$57.3K – – –
HWP
1938
Highline Wealth Partners
California
$57.2K +$36.6K +200 +177%
SWA
1939
SOA Wealth Advisors
New York
$57.2K – – –
SWC
1940
Spectrum Wealth Counsel
Indiana
$54.5K -$1.35M -7,431 -96%
APW
1941
Atlantic Private Wealth
North Carolina
$54.2K +$365 +2 +0.7%
SVCP
1942
Silicon Valley Capital Partners
California
$52.1K +$8.02K +44 +18%
HCM
1943
Horrell Capital Management
Arkansas
$50K – – –
GI
1944
Gradient Investments
Minnesota
$48.9K -$66.2K -363 -58%
CAC
1945
Core Alternative Capital
Georgia
$47.7K +$47.7K +261 New
DWA
1946
Dougherty Wealth Advisers
Minnesota
$45.7K – – –
SN
1947
Sittner & Nelson
Oregon
$45.7K +$2.92K +16 +7%
VWM
1948
Valley Wealth Managers
New Jersey
$44.7K – – –
DWM
1949
Dogwood Wealth Management
Kansas
$44.4K – – –
CSWM
1950
Cassady Schiller Wealth Management
Ohio
$43.6K -$9.13K -50 -17%
76 77
78
79 80