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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,009 hedge funds and large institutions have $34.8B invested in Vanguard Dividend Appreciation ETF in 2023 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 783 increasing their positions, 681 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,009
Holders Change
+195
Holders Change %
+10.75%
% of All Funds
29.45%
Holding in Top 10
256
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+8.02%
% of All Funds
3.75%
New
273
Increased
783
Reduced
681
Closed
45
Calls
$135M
Puts
$66.8M
Net Calls
+$67.8M
Net Calls Change
-$699K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.96B
2
Bank of America
Bank of America
North Carolina
$4.51B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$489M
4
Wealthfront Advisers
Wealthfront Advisers
California
$1.12B
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.39B

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$231M
2
SF
Synovus Financial
Georgia
$12.1M
3
SIS
Strategic Investment Solutions
Illinois
$1.46M
4
VU
Valence8 US
Massachusetts
$0
5
EW
Evoke Wealth
California
$265K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPAM
176
Lodestar Private Asset Management
California
$20.4M +$219K +1,284 +1%
CFA
177
Cahill Financial Advisors
Minnesota
$20.3M -$93K -546 -0.5%
CTC
178
Central Trust Company
Missouri
$20.2M +$1.49M +8,762 +8%
CA
179
Capital Advantage
California
$20.1M +$178K +1,047 +0.9%
CWAG
180
Compton Wealth Advisory Group
Virginia
$20M +$720K +4,223 +4%
LWA
181
LWS Wealth Advisors
New Jersey
$19.8M +$1.16M +6,797 +6%
NIM
182
Northeast Investment Management
Massachusetts
$19.7M +$1.08M +6,363 +6%
REMPR
183
Roof Eidam Maycock Peralta (REMP)
California
$19.6M -$170K -1,000 -0.9%
ARC
184
Advisor Resource Council
Texas
$19.4M +$18M +105,450 +1,240%
WBG
185
Wharton Business Group
Pennsylvania
$19.3M – – –
CA
186
Crane Advisory
California
$19.2M +$18.5M +109,523 +2,478%
EWA
187
EP Wealth Advisors
California
$19.2M +$487K +2,856 +3%
ASG
188
Ariston Services Group
California
$19.1M +$19.1M +112,352 New
MA
189
Montag & Associates
Georgia
$19.1M -$182K -1,069 -0.9%
BSW
190
Buckingham Strategic Wealth
Missouri
$18.8M -$523K -3,067 -3%
WIC
191
Whitegate Investment Counselors
New Hampshire
$18.7M -$17.7K -104 -0.1%
OIA
192
OneDigital Investment Advisors
Kansas
$18.6M -$1.74M -10,196 -9%
WWM
193
Western Wealth Management
Colorado
$18.4M +$40K +235 +0.2%
JWCA
194
J.W. Cole Advisors
Florida
$18.2M +$3.57M +20,977 +24%
JMFC
195
J.M. Forbes & Co
Massachusetts
$18.2M -$2.56K -15 -0%
Comerica Bank
196
Comerica Bank
Texas
$18.1M +$1.07M +6,306 +6%
NF
197
Nikulski Financial
Iowa
$18M +$254K +1,492 +1%
WAP
198
Wealthcare Advisory Partners
Pennsylvania
$18M +$561K +3,293 +3%
CIC
199
Carnegie Investment Counsel
Ohio
$18M +$1.36M +7,987 +8%
PA
200
PFG Advisors
Arizona
$17.9M +$87.1K +511 +0.5%
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