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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,042 hedge funds and large institutions have $34.5B invested in Vanguard Dividend Appreciation ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 690 increasing their positions, 780 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,042
Holders Change
+16
Holders Change %
+0.79%
% of All Funds
29.7%
Holding in Top 10
229
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-6.53%
% of All Funds
3.33%
New
123
Increased
690
Reduced
780
Closed
73
Calls
$90.6M
Puts
$12.4M
Net Calls
+$78.3M
Net Calls Change
+$4.06M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$237M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.64B
3
HWM
HB Wealth Management
Georgia
$850M
4
LPL Financial
LPL Financial
California
$1B
5
Bank of America
Bank of America
North Carolina
$3.95B

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
$22.6M
2
Wells Fargo
Wells Fargo
California
$1.86B
3
LNC
Lincoln National Corp
Pennsylvania
$98.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$319M
5
Wealthfront Advisers
Wealthfront Advisers
California
$1.23B
Name Holding Trade Value Shares
Change 		Shares
Change %
GB
176
Goepper Burkhardt
South Carolina
$20.1M -$763K -4,180 -4%
ANTB
177
AMG National Trust Bank
Colorado
$20M +$1.72M +9,400 +9%
CCM
178
Coldstream Capital Management
Washington
$19.9M -$759K -4,159 -4%
CFGSD
179
Compass Financial Group (South Dakota)
South Dakota
$19.9M +$782K +4,282 +4%
JWCA
180
J.W. Cole Advisors
Florida
$19.7M +$95.5K +523 +0.5%
NF
181
Nikulski Financial
Iowa
$19.5M -$70.5K -386 -0.4%
MC
182
McCarthy & Cox
Ohio
$19.3M +$20.1K +110 +0.1%
BSW
183
Buckingham Strategic Wealth
Missouri
$19.3M -$139K -764 -0.7%
Comerica Bank
184
Comerica Bank
Texas
$19.2M -$246K -1,348 -1%
JSL
185
JT Stratford LLC
Georgia
$19.2M +$453K +2,484 +2%
SAF
186
Smith Anglin Financial
Texas
$19.1M -$3.42M -18,760 -15%
TWM
187
Tradition Wealth Management
Minnesota
$18.9M +$1.32M +7,249 +8%
Qube Research & Technologies (QRT)
188
Qube Research & Technologies (QRT)
United Kingdom
$18.8M +$8.77M +48,021 +88%
OIA
189
OneDigital Investment Advisors
Kansas
$18.7M +$2.19M +11,975 +13%
PRI
190
Prepared Retirement Institute
Pennsylvania
$18.5M +$1.43M +7,821 +8%
ASN
191
Advisory Services Network
Georgia
$18.4M +$1.14M +6,243 +7%
P
192
&Partners
Tennessee
$18.4M +$12.5M +68,654 +211%
Bank of Nova Scotia
193
Bank of Nova Scotia
Ontario, Canada
$18.3M +$18.3M +100,000 New
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$18.2M +$832K +4,560 +5%
RSWM
195
Robertson Stephens Wealth Management
California
$18.2M +$10.8M +58,824 +146%
CFA
196
Cahill Financial Advisors
Minnesota
$18.2M -$1.67M -9,152 -8%
JGIA
197
Jackson Grant Investment Advisers
Connecticut
$17.9M -$303K -1,662 -2%
CIC
198
Carnegie Investment Counsel
Ohio
$17.8M -$2.17M -11,909 -11%
FC
199
Fusion Capital
South Carolina
$17.8M -$196K -1,073 -1%
FM
200
Family Management
New York
$17.8M +$922K +5,049 +5%
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