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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 %
WLIM
301
White Lighthouse Investment Management
Massachusetts
$9.03M +$10K +66 +0.1%
DBRC
302
D.B. Root & Company
Pennsylvania
$9M +$95.5K +629 +1%
GWSA
303
Global Wealth Strategies & Associates
Colorado
$8.96M +$8.96M +59,006 New
VVP
304
Venture Visionary Partners
Ohio
$8.95M -$1.55M -10,214 -15%
DWP
305
Destiny Wealth Partners
Florida
$8.94M +$24.4K +161 +0.3%
FMWA
306
Forvis Mazars Wealth Advisors
Missouri
$8.94M -$892K -5,877 -9%
Mirae Asset Global Investments
307
Mirae Asset Global Investments
South Korea
$8.8M +$3.26M +21,500 +59%
KTC
308
Kistler-Tiffany Companies
Pennsylvania
$8.77M +$514K +3,385 +6%
CFA
309
Capstone Financial Advisors
Illinois
$8.76M -$287K -1,890 -3%
WP
310
WealthShield Partners
North Carolina
$8.73M -$122K -803 -1%
RCAG
311
Rehmann Capital Advisory Group
Michigan
$8.72M -$14.9K -98 -0.2%
EFS
312
Essex Financial Services
Connecticut
$8.72M -$420K -2,766 -5%
TCA
313
Transcend Capital Advisors
New Jersey
$8.69M +$2.43K +16 +0%
WP
314
Wealthspan Partners
Iowa
$8.67M -$60.9K -401 -0.7%
SCA
315
Stokes Capital Advisors
South Carolina
$8.41M +$18.7K +123 +0.2%
HH
316
Hilltop Holdings
Texas
$8.39M +$819K +5,391 +11%
CCG
317
Chatham Capital Group
Georgia
$8.28M +$134K +885 +2%
SWA
318
Stratos Wealth Advisors
Ohio
$8.25M -$422K -2,781 -5%
SFS
319
Security Financial Services
Indiana
$8.24M -$49K -323 -0.6%
PA
320
Parallel Advisors
California
$8.24M -$190K -1,252 -2%
HWA
321
HHM Wealth Advisors
Tennessee
$8.23M +$404K +2,658 +5%
CIBC Private Wealth Group
322
CIBC Private Wealth Group
Georgia
$8.16M -$155K -1,760 -2%
UB
323
UMB Bank
Missouri
$8.15M +$1M +6,614 +14%
WPWM
324
Windward Private Wealth Management
Kansas
$8.07M -$43.7K -288 -0.5%
ASN
325
Advisory Services Network
Georgia
$8.05M +$2.11M +13,891 +35%
11 12
13
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