VIG icon

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
$646M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$149M
3
HWM
HB Wealth Management
Georgia
$814M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.58B
5
AAS
Annex Advisory Services
Wisconsin
$164M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.15B
2
Bank of America
Bank of America
North Carolina
$3.92B
3
Truist Financial
Truist Financial
North Carolina
$187M
4
Charles Schwab
Charles Schwab
California
$120M
5
AWM
Apollon Wealth Management
South Carolina
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
176
Whitegate Investment Counselors
New Hampshire
$20.1M +$65.7K +360 +0.3%
CIC
177
Carnegie Investment Counsel
Ohio
$20M +$750K +4,109 +4%
CFA
178
Cahill Financial Advisors
Minnesota
$19.8M -$1.94M -10,611 -9%
PA
179
PFG Advisors
Arizona
$19.6M +$413K +2,259 +2%
JWCA
180
J.W. Cole Advisors
Florida
$19.6M +$155K +850 +0.8%
NF
181
Nikulski Financial
Iowa
$19.6M +$341K +1,869 +2%
Comerica Bank
182
Comerica Bank
Texas
$19.4M +$27.8K +152 +0.1%
BSW
183
Buckingham Strategic Wealth
Missouri
$19.4M -$724K -3,965 -4%
CWA
184
CM Wealth Advisors
Ohio
$19.4M +$12.6M +70,740 +187%
MC
185
McCarthy & Cox
Ohio
$19.3M +$19.3M +105,693 New
MWM
186
Mittelman Wealth Management
Massachusetts
$19.2M +$19.2M +104,872 New
CWC
187
Carolinas Wealth Consulting
North Carolina
$19.1M -$3.01M -16,494 -14%
CFGSD
188
Compass Financial Group (South Dakota)
South Dakota
$19.1M +$589K +3,226 +3%
HA
189
Hanover Advisors
South Carolina
$18.9M +$2.71M +14,819 +17%
JSL
190
JT Stratford LLC
Georgia
$18.7M +$858K +4,699 +5%
ANTB
191
AMG National Trust Bank
Colorado
$18.3M +$465K +2,545 +3%
JGIA
192
Jackson Grant Investment Advisers
Connecticut
$18.2M -$140K -766 -0.8%
CWM
193
Cornerstone Wealth Management
Missouri
$18.1M +$393K +2,152 +2%
FC
194
Fusion Capital
South Carolina
$18M -$255K -1,397 -1%
DLDF
195
Dan L. Duncan Foundation
Texas
$17.8M -$1.01M -5,542 -5%
TWM
196
Tradition Wealth Management
Minnesota
$17.6M +$1.03M +5,664 +6%
FC
197
Family CFO
California
$17.6M -$200K -1,095 -1%
KL
198
KilterHowling LLC
Colorado
$17.5M +$414K +2,267 +2%
FWP
199
FAS Wealth Partners
Kansas
$17.5M -$115K -628 -0.7%
DI
200
DDFG Inc
California
$17.4M -$165K -903 -0.9%
6 7
8
9 10