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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 %
DLDF
201
Dan L. Duncan Foundation
Texas
$17.5M -$397K -2,331 -2%
CFGSD
202
Compass Financial Group (South Dakota)
South Dakota
$17.3M +$368K +2,161 +2%
SI
203
SimpliFi Inc
California
$17.2M – – –
JGIA
204
Jackson Grant Investment Advisers
Connecticut
$17.1M -$111K -653 -0.6%
FC
205
Fusion Capital
South Carolina
$17M -$166K -973 -1%
JSL
206
JT Stratford LLC
Georgia
$16.7M +$837K +4,911 +5%
ANTB
207
AMG National Trust Bank
Colorado
$16.6M +$177K +1,037 +1%
FC
208
Family CFO
California
$16.6M +$113K +661 +0.7%
CWM
209
Cornerstone Wealth Management
Missouri
$16.6M +$511 +3 +0%
FHA
210
Flagship Harbor Advisors
Massachusetts
$16.5M +$36.6K +215 +0.2%
CFS
211
CRA Financial Services
New Jersey
$16.5M -$179K -1,051 -1%
FWP
212
FAS Wealth Partners
Kansas
$16.4M +$547K +3,209 +3%
DI
213
DDFG Inc
California
$16.4M -$179K -1,050 -1%
KL
214
KilterHowling LLC
Colorado
$16.3M +$6.96M +39,924 +74%
Lido Advisors
215
Lido Advisors
California
$16.3M +$524K +3,076 +3%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$16.3M +$2.74M +16,065 +20%
PRI
217
Prepared Retirement Institute
Pennsylvania
$16.1M +$16.1M +94,266 New
ASN
218
Advisory Services Network
Georgia
$15.9M -$2.54M -14,928 -14%
SFG
219
Snider Financial Group
Washington
$15.9M +$112K +656 +0.7%
LA
220
LM Advisors
California
$15.9M +$15.9M +93,349 New
FM
221
Family Management
New York
$15.9M -$2.17M -12,743 -12%
MI
222
Mercer Investments
Massachusetts
$15.8M – – –
FFN
223
Focus Financial Network
Minnesota
$15.8M +$2.36M +13,842 +18%
MWA
224
Martel Wealth Advisors
Washington
$15.8M -$18.2K -107 -0.1%
ERFOTCOFW
225
Employees Retirement Fund of the City of Fort Worth
Texas
$15.7M – – –
7 8
9
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