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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 %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$17.4M -$68.3K -374 -0.4%
CFS
202
CRA Financial Services
New Jersey
$17.3M -$305K -1,670 -2%
SCA
203
Snowden Capital Advisors
New York
$17.3M +$3.14M +17,207 +22%
ASN
204
Advisory Services Network
Georgia
$17.3M +$195K +1,068 +1%
ACA
205
Aptus Capital Advisors
Alabama
$17.2M +$4.77M +26,124 +38%
PRI
206
Prepared Retirement Institute
Pennsylvania
$17.1M -$131K -716 -0.8%
FHA
207
Flagship Harbor Advisors
Massachusetts
$17M -$644K -3,529 -4%
SFG
208
Snider Financial Group
Washington
$17M -$87.3K -478 -0.5%
Lido Advisors
209
Lido Advisors
California
$16.9M -$559K -3,062 -3%
FM
210
Family Management
New York
$16.9M -$166K -908 -1%
ERFOTCOFW
211
Employees Retirement Fund of the City of Fort Worth
Texas
$16.8M – – –
VFPI
212
Vantage Financial Partners (Illinois)
Illinois
$16.5M +$3.27M +17,910 +25%
OIA
213
OneDigital Investment Advisors
Kansas
$16.5M -$3.48M -19,055 -17%
AA
214
Addison Advisors
Vermont
$16.4M +$261K +1,429 +2%
SW
215
SVB Wealth
Massachusetts
$16.4M +$5.27M +28,855 +48%
MWA
216
Martel Wealth Advisors
Washington
$16.1M -$800K -4,380 -5%
RC
217
Rovin Capital
Arizona
$16M +$1.93M +10,551 +14%
ZB
218
Zions Bancorporation
Utah
$15.8M -$35.6M -195,127 -69%
SVWAG
219
Sound View Wealth Advisors Group
Georgia
$15.6M -$899K -4,925 -5%
SMC
220
Smith, Moore & Co
Missouri
$15.6M -$614K -3,365 -4%
ABC
221
Associated Banc-Corp
Wisconsin
$15.6M +$1.12M +6,125 +8%
RFM
222
Royal Fund Management
Florida
$15.6M +$36.2K +198 +0.2%
CAM
223
Cozad Asset Management
Illinois
$15.6M +$399K +2,185 +3%
LA
224
LM Advisors
California
$15.5M -$1.25M -6,938 -7%
SWP
225
Stratos Wealth Partners
Ohio
$15.4M +$1.26M +6,913 +9%
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