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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.

Holders
2,026
Holders Change
+17
Holders Change %
+0.85%
% of All Funds
29.38%
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
1
Raymond James & Associates
Florida
$646M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$149M
3
HWM
3
HB Wealth Management
Georgia
$814M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.58B
5
AAS
5
Annex Advisory Services
Wisconsin
$164M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.15B
2
Bank of America
2
Bank of America
North Carolina
$3.92B
3
Truist Financial
3
Truist Financial
North Carolina
$187M
4
Charles Schwab
4
Charles Schwab
California
$120M
5
AWM
5
Apollon Wealth Management
South Carolina
$11.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.92B 21,483,143 -5,004,469 -19%
Morgan Stanley
2
Morgan Stanley
New York
$2.15B 11,789,763 -11,477,157 -49%
Wells Fargo
3
Wells Fargo
California
$1.93B 10,561,201 -87,171 -0.8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.58B 8,635,317 +466,457 +6%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.27B 6,943,479 +348,752 +5%
UBS Group
6
UBS Group
Switzerland
$1.17B 6,430,354 -16,140 -0.3%
LPL Financial
7
LPL Financial
California
$971M 5,315,166 +17,402 +0.3%
HWM
8
HB Wealth Management
Georgia
$814M 4,459,230 +612,202 +16%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$683M 3,739,024 -58,303 -2%
RJA
10
Raymond James & Associates
Florida
$646M 3,537,699 +1,309,672 +59%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$576M 3,153,977 +283,300 +10%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$513M 2,807,350 +65,381 +2%
Ameriprise
13
Ameriprise
Minnesota
$440M 2,408,867 -202,047 -8%
HighTower Advisors
14
HighTower Advisors
Illinois
$396M 2,169,376 +32,125 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$357M 1,954,126 -154,102 -7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$355M 1,943,697 -48,344 -2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$354M 1,936,898 +33,448 +2%
S
18
SignatureFD
Georgia
$343M 1,875,638 +17,751 +1%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$282M 1,543,448 +20,684 +1%
Osaic Holdings
20
Osaic Holdings
Arizona
$261M 1,430,951 +74,838 +6%
TPI
21
Trust Point Inc
Wisconsin
$234M 1,283,644 -26,810 -2%
MWM
22
Modera Wealth Management
New Jersey
$232M 1,270,301 +78,031 +7%
Mariner
23
Mariner
Kansas
$229M 1,252,668 -59,594 -5%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$217M 1,190,764 -27,947 -2%
JIC
25
Joel Isaacson & Co
New York
$201M 1,101,241 +37,384 +4%
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