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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 %
MHR
1976
Matthew Hamilton Rosenberg
$23.5K -$30.2K -166 -56%
CPG
1977
Cornerstone Planning Group
New Jersey
$22.8K -$22.1K -125 -49%
VWA
1978
Valued Wealth Advisors
Utah
$21.1K +$21.1K +115 New
AP
1979
Atwood & Palmer
Missouri
$20.6K – – –
MIA
1980
Milestone Investment Advisors
Wisconsin
$20.5K – – –
WTA
1981
Washington Trust Advisors
Massachusetts
$19.7K – – –
ANBT
1982
American National Bank & Trust
Texas
$19.5K – – –
CWM
1983
CarsonAllaria Wealth Management
Illinois
$19.1K – – –
AW
1984
Avion Wealth
Texas
$19K – – –
UCB
1985
United Community Bank
South Carolina
$18.8K – – –
DPW
1986
DiNuzzo Private Wealth
Pennsylvania
$18.3K – – –
HFM
1987
Hartford Financial Management
Connecticut
$18.3K – – –
SC
1988
Steph & Co
Wisconsin
$18.3K – – –
WAG
1989
Wiser Advisor Group
Arizona
$16.6K – – –
CCC
1990
Chelsea Counsel Company
California
$16.1K +$16.1K +88 New
S
1991
Syntrinsic
Colorado
$15.9K – – –
CPBTD
1992
Central Pacific Bank - Trust Division
Hawaii
$14.9K +$14.9K +82 New
KFS
1993
Kelly Financial Services
Massachusetts
$14.6K – – –
DAM
1994
Delta Asset Management
Tennessee
$14.4K -$2.74K -15 -16%
LWA
1995
Lowe Wealth Advisors
Maryland
$14.1K +$4.57K +25 +48%
WWP
1996
WR Wealth Planners
Missouri
$12.7K +$12.7K +70 New
SNB
1997
Security National Bank
Nebraska
$12.1K -$91.3K -500 -88%
GWM
1998
Guardian Wealth Management
Illinois
$10.9K – – –
BONH
1999
Bank of New Hampshire
New Hampshire
$10.2K – – –
SHIM
2000
Stone House Investment Management
Pennsylvania
$10.2K +$10.2K +56 New
78 79
80
81 82