VIG icon

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.

Holders
2,009
Holders Change
+195
Holders Change %
+10.75%
% of All Funds
29.46%
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
1
Morgan Stanley
New York
$3.96B
2
Bank of America
2
Bank of America
North Carolina
$4.51B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$489M
4
TPI
4
Trust Point Inc
Wisconsin
$223M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$116M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$231M
2
SF
2
Synovus Financial
Georgia
$12.1M
3
SIS
3
Strategic Investment Solutions
Illinois
$1.46M
4
VU
4
Valence8 US
Massachusetts
$0
5
EW
5
Evoke Wealth
California
$265K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.51B 26,487,612 +3,436,566 +15%
Morgan Stanley
2
Morgan Stanley
New York
$3.96B 23,266,920 +11,941,534 +105%
Wells Fargo
3
Wells Fargo
California
$1.81B 10,648,372 +293,336 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.39B 8,168,860 +302,701 +4%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.12B 6,594,727 +336,614 +5%
UBS Group
6
UBS Group
Switzerland
$1.1B 6,446,494 +253,148 +4%
LPL Financial
7
LPL Financial
California
$903M 5,297,764 +98,371 +2%
HWM
8
HB Wealth Management
Georgia
$656M 3,847,028 +254,175 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$647M 3,797,327 +190,846 +5%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$489M 2,870,677 +1,876,694 +189%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$467M 2,741,969 +87,225 +3%
Ameriprise
12
Ameriprise
Minnesota
$447M 2,610,914 +121,035 +5%
RJA
13
Raymond James & Associates
Florida
$380M 2,228,027 +89,008 +4%
HighTower Advisors
14
HighTower Advisors
Illinois
$364M 2,137,251 +116,835 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$359M 2,108,228 -30,386 -1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$339M 1,992,041 +46,778 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$324M 1,903,450 +35,549 +2%
S
18
SignatureFD
Georgia
$317M 1,857,887 +67,833 +4%
Truist Financial
19
Truist Financial
North Carolina
$268M 1,570,153 -110,301 -7%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$259M 1,522,764 +42,406 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$231M 1,356,113 -447,592 -25%
Mariner
22
Mariner
Kansas
$224M 1,312,262 -16,297 -1%
TPI
23
Trust Point Inc
Wisconsin
$223M 1,310,454 +1,310,454 New
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$208M 1,218,711 +27,861 +2%
MWM
25
Modera Wealth Management
New Jersey
$203M 1,192,270 +80,580 +7%
1
2 3 4 5