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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 %
MCC
276
Money Concepts Capital
Florida
$10M +$9.23M +807,703 +1,147%
SWP
277
Stratos Wealth Partners
Ohio
$10M -$286K -1,860 -3%
DBRC
278
D.B. Root & Company
Pennsylvania
$10M +$865K +5,616 +9%
HNWAG
279
High Net Worth Advisory Group
Florida
$9.94M +$132K +859 +1%
MWA
280
Meridian Wealth Advisors
Texas
$9.76M +$71.6K +465 +0.7%
HSG
281
Helen Stephens Group
Texas
$9.75M +$301K +1,954 +3%
LIM
282
Leavell Investment Management
Alabama
$9.74M -$2.16M -13,998 -18%
GWSG
283
GPS Wealth Strategies Group
Colorado
$9.72M -$754K -4,894 -7%
SWM
284
Segment Wealth Management
Texas
$9.67M -$166K -1,078 -2%
GWSA
285
Global Wealth Strategies & Associates
Colorado
$9.61M +$521K +3,381 +6%
SCA
286
Sandy Cove Advisors
Massachusetts
$9.55M +$185K +1,199 +2%
AWS
287
Aspen Wealth Strategies
Colorado
$9.5M +$115K +746 +1%
AO
288
Advisor OS
Illinois
$9.41M +$5.25M +34,063 +126%
WLIM
289
White Lighthouse Investment Management
Massachusetts
$9.39M +$237K +1,536 +3%
ACA
290
Aptus Capital Advisors
Alabama
$9.32M +$4.72M +30,679 +103%
BIAS
291
Beacon Investment Advisory Services
New Jersey
$9.31M -$1.02M -6,612 -10%
RBC
292
Romano Brothers & Co
Illinois
$9.23M -$751K -4,878 -8%
OPCM
293
Osborne Partners Capital Management
California
$9.11M -$671K -4,359 -7%
CCB
294
Country Club Bank
Missouri
$9.1M -$314K -2,064 -3%
DWP
295
Destiny Wealth Partners
Florida
$9.06M -$10K -65 -0.1%
WFA
296
West Financial Advisors
Iowa
$9.04M -$808K -5,248 -8%
PA
297
Parallel Advisors
California
$9M +$642K +4,171 +8%
CCG
298
Chatham Capital Group
Georgia
$8.97M +$568K +3,686 +7%
RCAG
299
Rehmann Capital Advisory Group
Michigan
$8.96M +$117K +762 +1%
FMWA
300
Forvis Mazars Wealth Advisors
Missouri
$8.96M -$108K -701 -1%
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