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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 %
GCM
2026
Gunderson Capital Management
South Carolina
– -$311K -2,000 Closed
HVP
2027
Hudson Value Partners
Florida
– -$276K -1,775 Closed
TA
2028
Trellis Advisors
Washington
– -$272K -1,750 Closed
SEM
2029
Suncoast Equity Management
Florida
– -$265K -1,707 Closed
CA
2030
Calton & Associates
Florida
– -$256K -1,645 Closed
AFA
2031
Alpha Financial Advisors
North Carolina
– -$251K -1,614 Closed
DI
2032
DAGCO Inc
Ohio
– -$201K -1,580 Closed
WWP
2033
Waypoint Wealth Partners
California
– -$229K -1,473 Closed
HR
2034
Howe & Rusling
New York
– -$229K -1,472 Closed
GA
2035
Goldstein Advisors
Wisconsin
– -$218K -1,400 Closed
CSWG
2036
Cardinal Strategic Wealth Guidance
Kentucky
– -$210K -1,353 Closed
BO
2037
Bank OZK
Arkansas
– -$210K -1,351 Closed
IWM
2038
Iams Wealth Management
Nebraska
– -$201K -1,292 Closed
HT
2039
Headlands Technologies
Illinois
– -$165K -1,063 Closed
HWP
2040
Hibernia Wealth Partners
Louisiana
– -$161K -1,039 Closed
Legacy Financial Group (Iowa)
2041
Legacy Financial Group (Iowa)
Iowa
– -$132K -849 Closed
BFP
2042
Briaud Financial Planning
Texas
– -$115K -745 Closed
FMTCOCP
2043
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$88K -567 Closed
OIS
2044
Okabena Investment Services
Minnesota
– -$86.9K -559 Closed
RFA
2045
Register Financial Advisors
Georgia
– -$60.3K -388 Closed
CCP
2046
Carmel Capital Partners
California
– -$55.8K -359 Closed
FAM
2047
Flaharty Asset Management
Florida
– -$45.1K -290 Closed
FFL
2048
Financial Freedom LLC
Ohio
– -$14.5K -93 Closed
Macquarie Group
2049
Macquarie Group
Australia
– -$13 -89 Closed
ICM
2050
Islay Capital Management
Texas
– -$13.7K -88 Closed
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