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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,636 hedge funds and large institutions have $29.3B invested in Vanguard Dividend Appreciation ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 724 increasing their positions, 552 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,636
Holders Change
-43
Holders Change %
-2.56%
% of All Funds
28.29%
Holding in Top 10
233
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.69%
% of All Funds
4.03%
New
66
Increased
724
Reduced
552
Closed
81
Calls
$202M
Puts
$60.1M
Net Calls
+$142M
Net Calls Change
+$117M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.27B
2
Wells Fargo
Wells Fargo
California
$1.36B
3
WA
Waverly Advisors
Alabama
$43M
4
AL
Aspiriant LLC
California
$181M
5
PFO
Pathstone Family Office
New Jersey
$58.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$114M
2
PA
PFG Advisors
Arizona
$16.5M
3
Wealthfront Advisers
Wealthfront Advisers
California
$747M
4
TF
Trek Financial
Arizona
$52.5M
5
BMM
Berkshire Money Management
Massachusetts
$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMG
226
Asset Management Group
Connecticut
$10.9M +$77.7K +575 +0.7%
CWAG
227
Compton Wealth Advisory Group
Virginia
$10.9M +$189K +1,400 +2%
CAM
228
Cozad Asset Management
Illinois
$10.8M +$7.43K +55 +0.1%
IA
229
IFP Advisors
Florida
$10.8M +$744K +7,239 +7%
FFN
230
Focus Financial Network
Minnesota
$10.8M -$283K -2,094 -3%
BMCM
231
Bryn Mawr Capital Management
Pennsylvania
$10.8M -$172K -1,276 -2%
WI
232
Wintrust Investments
Illinois
$10.7M -$103K -763 -1%
WT
233
Whittier Trust
California
$10.6M +$51.1K +378 +0.5%
FC
234
Family CFO
California
$10.5M +$1.29M +9,508 +14%
CA
235
Cetera Advisors
Colorado
$10.5M +$382K +2,829 +4%
CWA
236
Clarity Wealth Advisors
California
$10.5M +$427K +3,162 +4%
ONB
237
Old National Bancorp
Indiana
$10.4M +$186K +1,373 +2%
National Bank of Canada
238
National Bank of Canada
Quebec, Canada
$10.3M +$752K +5,581 +8%
AC
239
Apella Capital
Connecticut
$10.3M -$248K -1,837 -2%
ACM
240
Allred Capital Management
Texas
$10.1M +$16.8K +124 +0.2%
SW
241
SVB Wealth
Massachusetts
$10.1M +$2.5M +18,491 +33%
RIA
242
Regal Investment Advisors
Michigan
$10M +$229K +1,692 +2%
MWA
243
Motive Wealth Advisors
Michigan
$9.96M +$809K +5,989 +9%
RSWM
244
Robertson Stephens Wealth Management
California
$9.92M -$1.46M -10,779 -13%
SMC
245
Smith, Moore & Co
Missouri
$9.86M +$1.76M +12,993 +22%
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$9.82M +$2.5M +18,486 +34%
FLPIM
247
F.L. Putnam Investment Management
Massachusetts
$9.79M -$13.5K -100 -0.1%
KWM
248
Kingsview Wealth Management
Oregon
$9.74M -$2.25M -16,629 -19%
JWM
249
Jackson Wealth Management
Florida
$9.73M +$5.78M +42,753 +146%
PCMN
250
Paradigm Capital Management (Nevada)
Nevada
$9.7M +$177K +1,308 +2%
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