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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.

Holders
2,042
Holders Change
+16
Holders Change %
+0.79%
% of All Funds
29.71%
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
1
Focus Partners Wealth
Massachusetts
$237M
2
SA
2
Sanctuary Advisors
Indiana
$74M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.64B
4
HWM
4
HB Wealth Management
Georgia
$850M
5
OHWA
5
Oak Hill Wealth Advisors
Virginia
$35.8M

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$22.6M
2
Wells Fargo
2
Wells Fargo
California
$1.86B
3
LNC
3
Lincoln National Corp
Pennsylvania
$98.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$319M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.23B
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.95B 21,657,109 +173,966 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$2.18B 11,937,457 +147,694 +1%
Wells Fargo
3
Wells Fargo
California
$1.86B 10,182,440 -378,761 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.64B 8,990,230 +354,913 +4%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.23B 6,740,259 -203,220 -3%
UBS Group
6
UBS Group
Switzerland
$1.18B 6,448,279 +17,925 +0.3%
LPL Financial
7
LPL Financial
California
$1B 5,493,858 +178,692 +3%
HWM
8
HB Wealth Management
Georgia
$850M 4,658,585 +199,355 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$685M 3,751,642 +12,618 +0.3%
RJA
10
Raymond James & Associates
Florida
$643M 3,520,492 -17,207 -0.5%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$579M 3,172,005 +18,028 +0.6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$523M 2,865,298 +57,948 +2%
Ameriprise
13
Ameriprise
Minnesota
$451M 2,472,900 +64,033 +3%
HighTower Advisors
14
HighTower Advisors
Illinois
$396M 2,171,578 +2,202 +0.1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$376M 2,062,053 +125,155 +6%
S
16
SignatureFD
Georgia
$347M 1,902,788 +27,150 +1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$346M 1,895,413 -48,284 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$319M 1,747,595 -206,531 -11%
Osaic Holdings
19
Osaic Holdings
Arizona
$277M 1,515,396 +84,445 +6%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$273M 1,493,972 -49,476 -3%
MWM
21
Modera Wealth Management
New Jersey
$240M 1,313,589 +43,288 +3%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$237M 1,298,866 +647,048 +99%
TPI
23
Trust Point Inc
Wisconsin
$231M 1,265,661 -17,983 -1%
Mariner
24
Mariner
Kansas
$231M 1,264,179 +11,511 +0.9%
JIC
25
Joel Isaacson & Co
New York
$206M 1,127,108 +25,867 +2%
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