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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 %
WCP
2051
Wick Capital Partners
Pennsylvania
– -$484K -2,838 Closed
PPWP
2052
Proquility Private Wealth Partners
Nevada
– -$463K -2,715 Closed
3IP
2053
3Chopt Investment Partners
Virginia
– -$453K -2,658 Closed
SCM
2054
Sollinda Capital Management
Florida
– -$446K -2,615 Closed
JJBC
2055
James J. Burns & Company
New York
– -$438K -2,566 Closed
AA
2056
AlphaQ Advisors
Florida
– -$398K -2,333 Closed
UAG
2057
United Advisor Group
Ohio
– -$366K -2,138 Closed
LIG
2058
Lokken Investment Group
Delaware
– -$351K -2,060 Closed
HHGA
2059
Halbert Hargrove Global Advisors
California
– -$351K -2,059 Closed
DWA
2060
Delap Wealth Advisory
Oregon
– -$342K -2,008 Closed
HWM
2061
Heirloom Wealth Management
Colorado
– -$338K -1,981 Closed
WEG
2062
World Equity Group
Illinois
– -$319K -1,872 Closed
TPW
2063
Tiller Private Wealth
Pennsylvania
– -$319K -1,871 Closed
DP
2064
Denver PWM
Colorado
– -$315K -1,864 Closed
WF
2065
WoodTrust Financial
Wisconsin
– -$312K -1,832 Closed
BTWM
2066
Baker Tilly Wealth Management
Wisconsin
– -$311K -1,826 Closed
GC
2067
Guggenheim Capital
Illinois
– -$305K -1,787 Closed
GA
2068
Gordian Advisors
Arizona
– -$298K -1,750 Closed
QWP
2069
Quotient Wealth Partners
Texas
– -$298K -1,748 Closed
EWM
2070
Elevatus Welath Management
New York
– -$281K -1,650 Closed
ACA
2071
Anchor Capital Advisors
Massachusetts
– -$278K -1,630 Closed
GCP
2072
Gill Capital Partners
Colorado
– -$274K -1,606 Closed
TI
2073
Trexquant Investment
Connecticut
– -$273K -1,604 Closed
SBWIC
2074
Schaper Benz & Wise Investment Counsel
Wisconsin
– -$271K -1,593 Closed
RWA
2075
River Wealth Advisors
Pennsylvania
– -$266K -1,561 Closed
81 82
83
84 85