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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,771 hedge funds and large institutions have $27.6B invested in Vanguard Dividend Appreciation ETF in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 669 increasing their positions, 697 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,771
Holders Change
-14
Holders Change %
-0.78%
% of All Funds
28.35%
Holding in Top 10
239
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.81%
% of All Funds
3.83%
New
118
Increased
669
Reduced
697
Closed
83
Calls
$112M
Puts
$28.9M
Net Calls
+$82.7M
Net Calls Change
-$67.2M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$882M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$215M
3
RJA
3
Raymond James & Associates
Florida
$331M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$270M
5
AWM
5
Apollon Wealth Management
South Carolina
$39.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.39B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$474M
3
B
3
Barings
North Carolina
$0
4
Brown Advisory
4
Brown Advisory
Maryland
$158M
5
Charles Schwab
5
Charles Schwab
California
$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIMG
226
Patriot Investment Management Group
Tennessee
$13.3M -$107K -697 -0.8%
RC
227
Rovin Capital
Arizona
$13.2M -$7.14M -46,372 -35%
RFM
228
Royal Fund Management
Florida
$13.1M -$650K -4,222 -5%
JWCA
229
J.W. Cole Advisors
Florida
$13.1M +$521K +3,383 +4%
GC
230
Gibson Capital
Pennsylvania
$13.1M -$154 -1 -0%
CW
231
CreativeOne Wealth
Kansas
$13M -$56.1K -364 -0.4%
CRC
232
Curi RMB Capital
Illinois
$13M -$38.3K -249 -0.3%
BFG
233
Beacon Financial Group
Texas
$12.9M -$171K -1,104 -1%
CWAG
234
Compton Wealth Advisory Group
Virginia
$12.9M +$382K +2,480 +3%
IAN
235
Integrated Advisors Network
Texas
$12.8M -$60.7K -394 -0.5%
SMC
236
Smith, Moore & Co
Missouri
$12.6M +$108K +702 +0.9%
AA
237
Addison Advisors
Vermont
$12.6M +$90.4K +587 +0.7%
CA
238
Cetera Advisors
Colorado
$12.6M -$574K -3,726 -4%
OHIS
239
Oak Harvest Investment Services
Texas
$12.6M +$1.15M +7,442 +10%
AMG
240
Asset Management Group
Connecticut
$12.5M -$23.4K -152 -0.2%
MOS
241
MGO One Seven
Ohio
$12.5M +$6.17M +40,052 +98%
Wealth Enhancement Advisory Services
242
Wealth Enhancement Advisory Services
Minnesota
$12.4M -$22.4M -145,331 -64%
SVWAG
243
Sound View Wealth Advisors Group
Georgia
$12.3M -$1.61M -10,436 -12%
FFN
244
Focus Financial Network
Minnesota
$12.3M -$172K -1,116 -1%
CWA
245
Clarity Wealth Advisors
California
$12.2M +$238K +1,546 +2%
SS
246
Simplicity Solutions
Minnesota
$12.1M +$11.3M +73,643 +1,579%
FFWA
247
FRG Family Wealth Advisors
Washington
$12.1M -$298K -1,933 -2%
WT
248
Whittier Trust
California
$12M -$89.9K -584 -0.7%
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$11.9M +$18.2K +118 +0.2%
SWA
250
Strategies Wealth Advisors
Michigan
$11.8M +$309K +2,008 +3%
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