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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.

Holders
1,814
Holders Change
+31
Holders Change %
+1.74%
% of All Funds
28.93%
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
1
Bank of America
North Carolina
$3.58B
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$118M
3
PWA
3
Provenance Wealth Advisors
Florida
$54.3M
4
MCM
4
MAI Capital Management
Ohio
$109M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$280M

Top Sellers

1
Citigroup
1
Citigroup
New York
$27.4M
2
Charles Schwab
2
Charles Schwab
California
$147M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$302M
4
BFS
4
Bard Financial Services
Connecticut
$0
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$303M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.58B 23,051,046 +534,638 +2%
Morgan Stanley
2
Morgan Stanley
New York
$1.76B 11,325,386 +190,258 +2%
Wells Fargo
3
Wells Fargo
California
$1.61B 10,355,036 -37,038 -0.4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.22B 7,866,159 +171,161 +2%
Wealthfront Advisers
5
Wealthfront Advisers
California
$972M 6,258,113 -105,203 -2%
UBS Group
6
UBS Group
Switzerland
$962M 6,193,346 +8,076 +0.1%
LPL Financial
7
LPL Financial
California
$808M 5,199,393 +134,815 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$560M 3,606,481 -8,621 -0.2%
HWM
9
HB Wealth Management
Georgia
$558M 3,592,853 +27,851 +0.8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$412M 2,654,744 +62,212 +2%
Ameriprise
11
Ameriprise
Minnesota
$387M 2,489,879 +144,633 +6%
RJA
12
Raymond James & Associates
Florida
$332M 2,139,019 +51,992 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$332M 2,138,614 +141,426 +7%
HighTower Advisors
14
HighTower Advisors
Illinois
$314M 2,020,416 +61,371 +3%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$303M 1,952,910 -282,895 -13%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$302M 1,945,263 -347,827 -15%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$290M 1,867,901 -51,926 -3%
Osaic Holdings
18
Osaic Holdings
Arizona
$280M 1,803,705 +213,721 +13%
S
19
SignatureFD
Georgia
$278M 1,790,054 +64,262 +4%
Truist Financial
20
Truist Financial
North Carolina
$261M 1,680,454 -8,751 -0.5%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$230M 1,480,358 +55,066 +4%
Mariner
22
Mariner
Kansas
$206M 1,328,559 +33,866 +3%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$185M 1,190,850 -230,391 -16%
MWM
24
Modera Wealth Management
New Jersey
$173M 1,111,690 +23,391 +2%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$164M 1,055,218 +9,604 +0.9%
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