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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,814 hedge funds and large institutions have $28.2B invested in Vanguard Dividend Appreciation ETF in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 750 increasing their positions, 637 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
+31
Holders Change %
+1.74%
% of All Funds
28.92%
Holding in Top 10
237
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.47%
% of All Funds
3.78%
New
116
Increased
750
Reduced
637
Closed
67
Calls
$106M
Puts
$37.1M
Net Calls
+$68.5M
Net Calls Change
-$11.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.58B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$118M
3
MCM
MAI Capital Management
Ohio
$109M
4
Osaic Holdings
Osaic Holdings
Arizona
$280M
5
SIS
Strategic Investment Solutions
Illinois
$33.6M

Top Sellers

1
Citigroup
Citigroup
New York
$27.4M
2
Charles Schwab
Charles Schwab
California
$147M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$302M
4
BFS
Bard Financial Services
Connecticut
$0
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGSD
201
Compass Financial Group (South Dakota)
South Dakota
$15.4M +$263K +1,692 +2%
SW
202
SVB Wealth
Massachusetts
$15.3M -$601K -3,866 -4%
CFS
203
CRA Financial Services
New Jersey
$15.2M -$198K -1,272 -1%
CIC
204
Carnegie Investment Counsel
Ohio
$15.1M -$1.27M -8,201 -8%
DI
205
DDFG Inc
California
$15.1M -$290K -1,868 -2%
CWM
206
Cornerstone Wealth Management
Missouri
$15.1M +$50.5K +325 +0.3%
FC
207
Family CFO
California
$15M +$486K +3,131 +3%
ANTB
208
AMG National Trust Bank
Colorado
$15M +$268K +1,726 +2%
FHA
209
Flagship Harbor Advisors
Massachusetts
$15M +$217K +1,399 +1%
SMC
210
Smith, Moore & Co
Missouri
$14.7M +$1.88M +12,109 +15%
FWP
211
FAS Wealth Partners
Kansas
$14.5M -$249K -1,600 -2%
RMDI
212
R.M. Davis Inc
Maine
$14.5M +$1.19M +7,663 +9%
MI
213
Mercer Investments
Massachusetts
$14.4M – – –
JSL
214
JT Stratford LLC
Georgia
$14.4M -$3.44M -22,153 -19%
SFG
215
Snider Financial Group
Washington
$14.4M -$1.79M -11,535 -11%
MWA
216
Martel Wealth Advisors
Washington
$14.4M -$835K -5,371 -5%
Lido Advisors
217
Lido Advisors
California
$14.4M +$2.17M +13,948 +18%
ERFOTCOFW
218
Employees Retirement Fund of the City of Fort Worth
Texas
$14.3M +$14.3M +92,000 New
ZB
219
Zions Bancorporation
Utah
$14.3M -$499K -3,213 -3%
PD
220
Planning Directions
Pennsylvania
$13.9M -$861K -5,542 -6%
CFP
221
Cypress Financial Planning
New Jersey
$13.6M -$1.14M -7,358 -8%
AA
222
Addison Advisors
Vermont
$13.6M +$624K +4,017 +5%
HSA
223
HBK Sorce Advisory
Pennsylvania
$13.5M -$588K -3,787 -4%
RFM
224
Royal Fund Management
Florida
$13.4M +$157K +1,012 +1%
JWCA
225
J.W. Cole Advisors
Florida
$13.3M -$10.7K -69 -0.1%
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