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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

2,042 hedge funds and large institutions have $34.5B invested in Vanguard Dividend Appreciation ETF in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 690 increasing their positions, 780 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,042
Holders Change
+16
Holders Change %
+0.79%
% of All Funds
29.7%
Holding in Top 10
229
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-6.53%
% of All Funds
3.33%
New
123
Increased
690
Reduced
780
Closed
73
Calls
$90.6M
Puts
$12.4M
Net Calls
+$78.3M
Net Calls Change
+$4.06M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$237M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.64B
3
HWM
HB Wealth Management
Georgia
$850M
4
LPL Financial
LPL Financial
California
$1B
5
Bank of America
Bank of America
North Carolina
$3.95B

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
$22.6M
2
Wells Fargo
Wells Fargo
California
$1.86B
3
LNC
Lincoln National Corp
Pennsylvania
$98.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$319M
5
Wealthfront Advisers
Wealthfront Advisers
California
$1.23B
Name Holding Trade Value Shares
Change 		Shares
Change %
KL
201
KilterHowling LLC
Colorado
$17.8M +$252K +1,383 +1%
FC
202
Family CFO
California
$17.6M -$25.6K -140 -0.1%
FWP
203
FAS Wealth Partners
Kansas
$17.6M +$60.4K +331 +0.3%
CWC
204
Carolinas Wealth Consulting
North Carolina
$17.5M -$1.72M -9,363 -9%
CWM
205
Cornerstone Wealth Management
Missouri
$17.4M -$686K -3,757 -4%
FFN
206
Focus Financial Network
Minnesota
$17.3M +$729K +3,833 +4%
SCA
207
Snowden Capital Advisors
New York
$17.1M -$257K -1,401 -1%
Betterment LLC
208
Betterment LLC
New York
$17.1M +$2.16M +11,850 +14%
AA
209
Addison Advisors
Vermont
$17M +$637K +3,488 +4%
MG
210
Mather Group
Illinois
$16.9M +$15.9M +86,899 +1,482%
CFS
211
CRA Financial Services
New Jersey
$16.9M -$403K -2,207 -2%
DI
212
DDFG Inc
California
$16.9M -$506K -2,771 -3%
SWP
213
Stratos Wealth Partners
Ohio
$16.9M +$1.52M +8,350 +10%
Lido Advisors
214
Lido Advisors
California
$16.8M -$143K -779 -0.8%
DLDF
215
Dan L. Duncan Foundation
Texas
$16.7M -$1.05M -5,758 -6%
SFG
216
Snider Financial Group
Washington
$16.7M -$272K -1,491 -2%
SMC
217
Smith, Moore & Co
Missouri
$16.6M +$987K +5,406 +6%
HA
218
Hanover Advisors
South Carolina
$16.2M -$2.68M -14,707 -14%
ABC
219
Associated Banc-Corp
Wisconsin
$16.2M +$592K +3,244 +4%
CMP
220
Coston McIsaac & Partners
Maine
$16.1M +$925K +5,066 +6%
SAMT
221
Select Asset Management & Trust
Pennsylvania
$15.9M +$1.45M +7,927 +10%
MWA
222
Martel Wealth Advisors
Washington
$15.9M -$243K -1,331 -2%
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$15.8M +$299K +1,622 +2%
CCM
224
Consolidated Capital Management
California
$15.8M +$693K +3,794 +5%
LA
225
LM Advisors
California
$15.6M +$82.7K +460 +0.5%
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