VIG icon

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 %
BCA
176
Bay Colony Advisors
Massachusetts
$17.3M +$359K +2,311 +2%
RC
177
Rovin Capital
Arizona
$17.3M +$1.42M +9,169 +9%
SI
178
SimpliFi Inc
California
$17.2M -$586K -3,769 -3%
RWP
179
RWA Wealth Partners
Massachusetts
$17.1M -$2.12M -13,619 -11%
WIC
180
Whitegate Investment Counselors
New Hampshire
$17M +$10.7K +69 +0.1%
EWA
181
EP Wealth Advisors
California
$17M +$14M +90,094 +460%
CTC
182
Central Trust Company
Missouri
$17M +$1.33M +8,558 +8%
LWA
183
LWS Wealth Advisors
New Jersey
$17M +$112K +723 +0.7%
NIM
184
Northeast Investment Management
Massachusetts
$17M -$545K -3,510 -3%
AC
185
ASB Consultores
Florida
$17M +$2.73M +17,600 +19%
ASN
186
Advisory Services Network
Georgia
$16.9M -$1.26M -8,087 -7%
WWM
187
Western Wealth Management
Colorado
$16.7M +$572K +3,683 +4%
JMFC
188
J.M. Forbes & Co
Massachusetts
$16.6M +$36.4K +234 +0.2%
FM
189
Family Management
New York
$16.5M -$1.93M -12,417 -10%
DLDF
190
Dan L. Duncan Foundation
Texas
$16.3M -$291K -1,876 -2%
PA
191
PFG Advisors
Arizona
$16.3M -$4.38M -28,204 -21%
NF
192
Nikulski Financial
Iowa
$16.2M +$245K +1,574 +2%
AF
193
Allworth Financial
California
$15.9M -$684K -4,401 -4%
NW
194
NewEdge Wealth
Pennsylvania
$15.9M -$1.18M -7,625 -7%
WAP
195
Wealthcare Advisory Partners
Pennsylvania
$15.9M -$1.05M -6,744 -6%
VWA
196
Visionary Wealth Advisors
Illinois
$15.8M -$10.6K -68 -0.1%
AWM
197
AE Wealth Management
Kansas
$15.7M -$2.02M -12,982 -11%
JGIA
198
Jackson Grant Investment Advisers
Connecticut
$15.7M +$36.4K +234 +0.2%
FC
199
Fusion Capital
South Carolina
$15.7M +$52.4K +337 +0.3%
Comerica Bank
200
Comerica Bank
Texas
$15.5M +$15.5M +99,915 New
6 7
8
9 10