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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,785 hedge funds and large institutions have $64.4B invested in Vanguard Dividend Appreciation ETF in 2022 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 686 increasing their positions, 594 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+149
Holders Change %
+9.11%
% of All Funds
28.8%
Holding in Top 10
265
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+13.73%
% of All Funds
4.28%
New
243
Increased
686
Reduced
594
Closed
54
Calls
$210M
Puts
$60.5M
Net Calls
+$150M
Net Calls Change
+$7.94M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.23B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$642M
3
Wells Fargo
3
Wells Fargo
California
$1.62B
4
Mariner
4
Mariner
Kansas
$204M
5
UBS Group
5
UBS Group
Switzerland
$960M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$35.7B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$767M
3
VWM
3
Venturi Wealth Management
Texas
$3.37M
4
AL
4
Aspiriant LLC
California
$149M
5
TF
5
Trek Financial
Arizona
$5.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
276
Rothschild Investment LLC
Illinois
$10.5M +$135K +887 +1%
FLPIM
277
F.L. Putnam Investment Management
Massachusetts
$10.4M -$598K -3,937 -5%
GJIC
278
Gamble Jones Investment Counsel
California
$10.4M +$1.89M +12,423 +22%
GWSG
279
GPS Wealth Strategies Group
Colorado
$10.3M +$1.37M +9,051 +15%
KPWS
280
Kestra Private Wealth Services
Texas
$10.2M +$1.75M +11,548 +21%
BIAS
281
Beacon Investment Advisory Services
New Jersey
$10.2M +$1.1M +7,274 +12%
BFG
282
Bleakley Financial Group
New Jersey
$10.2M +$10.2M +66,913 New
SWP
283
Stratos Wealth Partners
Ohio
$10.1M -$313K -2,059 -3%
ACI
284
Alpha Cubed Investments
California
$10.1M +$1.63M +10,764 +19%
ECM
285
Evergreen Capital Management
Washington
$10.1M -$3.38M -22,258 -25%
MCM
286
Mendel Capital Management
Arkansas
$9.86M +$301K +1,985 +3%
RBC
287
Romano Brothers & Co
Illinois
$9.84M +$49.8K +328 +0.5%
WFA
288
West Financial Advisors
Iowa
$9.71M -$470K -3,094 -5%
EC
289
Estate Counselors
Wisconsin
$9.7M +$9.56M +62,975 +6,735%
SWM
290
Segment Wealth Management
Texas
$9.7M -$498K -3,278 -5%
HNWAG
291
High Net Worth Advisory Group
Florida
$9.67M +$496K +3,266 +5%
OPCM
292
Osborne Partners Capital Management
California
$9.64M -$7.59K -50 -0.1%
MWA
293
Meridian Wealth Advisors
Texas
$9.55M -$65K -428 -0.7%
CCB
294
Country Club Bank
Missouri
$9.4M -$840K -5,530 -8%
CIBC World Market
295
CIBC World Market
Ontario, Canada
$9.34M -$3M -19,740 -24%
HSG
296
Helen Stephens Group
Texas
$9.31M +$721K +4,751 +8%
AWS
297
Aspen Wealth Strategies
Colorado
$9.26M +$9.26M +60,970 New
ICMP
298
Integrated Capital Management (Pennsylvania)
Pennsylvania
$9.26M -$61K -402 -0.7%
SCA
299
Sandy Cove Advisors
Massachusetts
$9.23M +$215K +1,413 +2%
HWA
300
Heritage Wealth Advisors
Virginia
$9.17M -$442K -2,910 -5%
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