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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 %
HWA
301
Heritage Wealth Advisors
Virginia
$8.93M -$373K -2,425 -4%
KTC
302
Kistler-Tiffany Companies
Pennsylvania
$8.73M -$170K -1,102 -2%
RMC
303
Resources Management Corp
Connecticut
$8.71M +$8.58M +82,714 +6,437%
MSFS
304
Main Street Financial Solutions
Pennsylvania
$8.71M +$1.14M +7,427 +15%
TCA
305
Transcend Capital Advisors
New Jersey
$8.56M -$255K -1,654 -3%
MWM
306
Mission Wealth Management
California
$8.53M +$7.18M +46,607 +531%
CFA
307
Capstone Financial Advisors
Illinois
$8.45M -$440K -2,855 -5%
SCA
308
Stokes Capital Advisors
South Carolina
$8.45M -$81.6K -530 -1%
HWA
309
HHM Wealth Advisors
Tennessee
$8.44M +$94.3K +612 +1%
CPWA
310
Cerro Pacific Wealth Advisors
California
$8.41M +$590K +3,829 +8%
UB
311
UMB Bank
Missouri
$8.4M +$132K +860 +2%
WP
312
Wealthspan Partners
Iowa
$8.39M -$396K -2,574 -5%
EFS
313
Essex Financial Services
Connecticut
$8.38M -$466K -3,023 -5%
PCIA
314
Prime Capital Investment Advisors
Kansas
$8.24M -$19.9M -129,040 -71%
SFS
315
Security Financial Services
Indiana
$8.24M -$121K -788 -1%
YWM
316
Yoder Wealth Management
California
$8.06M +$8.06M +52,351 New
WA1
317
Wimmer Associates 1
California
$8.04M +$128K +820 +2%
KL
318
KilterHowling LLC
Colorado
$8.04M +$269K +1,745 +3%
AGC
319
Aspen Grove Capital
Colorado
$7.99M +$39.7K +258 +0.5%
WPWM
320
Windward Private Wealth Management
Kansas
$7.95M -$234K -1,521 -3%
IWP
321
IAG Wealth Partners
Wisconsin
$7.86M -$3.24M -21,011 -29%
HI
322
Harbour Investments
Wisconsin
$7.85M +$1.11M +7,234 +17%
WT
323
Washington Trust
Rhode Island
$7.81M +$359K +2,328 +5%
MWA
324
Motive Wealth Advisors
Michigan
$7.72M -$3.68M -23,927 -32%
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$7.72M -$180K -2,117 -2%
11 12
13
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