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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 %
SAM
2076
Strategy Asset Managers
California
– -$265K -1,556 Closed
FCCM
2077
First City Capital Management
Georgia
– -$259K -1,518 Closed
CWM
2078
Curi Wealth Management
North Carolina
– -$246K -1,446 Closed
SWP
2079
Semus Wealth Partners
Florida
– -$226K -1,325 Closed
NPA
2080
Nichols & Pratt Advisers
Massachusetts
– -$222K -1,300 Closed
SAS
2081
SMI Advisory Services
Indiana
– -$218K -1,279 Closed
TPW
2082
TL Private Wealth
Texas
– -$210K -1,233 Closed
TSS
2083
Two Sigma Securities
New York
– -$208K -1,222 Closed
MCM
2084
Marathon Capital Management
Maryland
– -$208K -1,219 Closed
FCG
2085
Financial Connections Group
California
– -$206K -1,212 Closed
WC
2086
Whitney & Co
New York
– -$204K -1,200 Closed
LA
2087
LVW Advisors
New York
– -$204K -1,200 Closed
HFA
2088
High Falls Advisors
New York
– -$204K -1,195 Closed
SIA
2089
Strategic Investment Advisors
Michigan
– -$202K -1,184 Closed
CW
2090
Cooksen Wealth
Texas
– -$131K -771 Closed
GWMIA
2091
Global Wealth Management Investment Advisory
Florida
– -$116K -683 Closed
WCM
2092
Winthrop Capital Management
Indiana
– -$106K -624 Closed
Group One Trading
2093
Group One Trading
Illinois
– -$97.1K -570 Closed
TRCT
2094
Tower Research Capital (TRC)
New York
– -$95.9K -563 Closed
CIR
2095
Clear Investment Research
Georgia
– -$88.4K -518 Closed
CCM
2096
Chilton Capital Management
Texas
– -$82.1K -482 Closed
4FG
2097
4Thought Financial Group
New York
– -$81.8K -480 Closed
CWA
2098
Carolina Wealth Advisors
South Carolina
– -$72.4K -425 Closed
PCA
2099
Providence Capital Advisors
North Carolina
– -$60.7K -356 Closed
FBC
2100
Fairfield, Bush & Co
Connecticut
– -$45.4K -266 Closed
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