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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
$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 %
Citadel Advisors
2026
Citadel Advisors
Florida
$1.1K -$957K -5,237 -100%
CTB
2027
Country Trust Bank
Illinois
$289 – – –
OHWA
2028
Oak Hill Wealth Advisors
Virginia
– -$33.2M -195,057 Closed
AP
2029
Arlington Partners
Alabama
– -$32.1M -188,496 Closed
ARIS
2030
Advanced Research Investment Solutions
California
– -$11.8M -69,207 Closed
JWM
2031
Jackson Wealth Management
Florida
– -$9.76M -57,277 Closed
AllianceBernstein
2032
AllianceBernstein
Tennessee
– -$9.51M -55,829 Closed
Bank of Nova Scotia
2033
Bank of Nova Scotia
Ontario, Canada
– -$7.16M -42,200 Closed
EC
2034
Estate Counselors
Wisconsin
– -$5.55M -32,575 Closed
GBWM
2035
Granite Bay Wealth Management
New Hampshire
– -$5.05M -31,362 Closed
MWM
2036
Meridian Wealth Management
Kentucky
– -$4.81M -28,254 Closed
Federated Hermes
2037
Federated Hermes
Pennsylvania
– -$4.09M -24,016 Closed
Simplex Trading
2038
Simplex Trading
Illinois
– -$3.39M -19,906 Closed
EFS
2039
Econ Financial Services
Pennsylvania
– -$2.9M -17,046 Closed
MHS
2040
M Holdings Securities
Oregon
– -$2.64M -15,504 Closed
TGCMU
2041
Titan Global Capital Management USA
New York
– -$2.61M -15,334 Closed
WCM
2042
Windham Capital Management
Massachusetts
– -$1.94M -11,401 Closed
PCIG
2043
Partners Capital Investment Group
Massachusetts
– -$1.16M -6,823 Closed
CWP
2044
Curated Wealth Partners
California
– -$1.09M -6,382 Closed
LTAS
2045
Linden Thomas Advisory Services
North Carolina
– -$1.07M -6,293 Closed
AT
2046
American Trust
Kentucky
– -$1.04M -6,119 Closed
FLII
2047
First Long Island Investors
New York
– -$741K -4,346 Closed
FNWM
2048
Financial Network Wealth Management
Utah
– -$594K -3,487 Closed
PWM
2049
Praetorian Wealth Management
California
– -$491K -2,879 Closed
EP
2050
Edgestream Partners
New Jersey
– -$484K -2,839 Closed
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