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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.39B
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$474M
3
B
Barings
North Carolina
$0
4
Brown Advisory
Brown Advisory
Maryland
$158M
5
Charles Schwab
Charles Schwab
California
$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
326
Ledyard National Bank
$7.71M -$46.8K -304 -0.6%
SFM
327
Signet Financial Management
New Jersey
$7.7M -$84.9K -551 -1%
RJT
328
Raymond James Trust
Florida
$7.7M +$332K +2,154 +5%
Jane Street
329
Jane Street
New York
$7.67M +$7.14M +46,343 +1,334%
FCFS
330
First Command Financial Services
Texas
$7.67M -$3.26M -21,169 -30%
FCB
331
First Command Bank
Texas
$7.67M -$3.26M -21,169 -30%
AWP
332
Accretive Wealth Partners
New Jersey
$7.67M +$187K +1,216 +3%
OC
333
Oppenheimer & Co
New York
$7.66M +$28.3K +184 +0.4%
CIA
334
Capital Investment Advisors
Georgia
$7.66M +$884K +5,740 +13%
CAL
335
Capital Analysts LLC
Pennsylvania
$7.64M +$141K +915 +2%
CIA
336
Compass Ion Advisors
Pennsylvania
$7.61M -$407K -2,642 -5%
WP
337
WealthShield Partners
North Carolina
$7.61M -$1.25M -8,091 -14%
MWP
338
MYCIO Wealth Partners
Pennsylvania
$7.57M +$30.8K +200 +0.4%
CSPIA
339
Cary Street Partners Investment Advisory
Virginia
$7.57M +$30.2K +196 +0.4%
WIC
340
Woodmont Investment Counsel
Tennessee
$7.55M -$327K -2,120 -4%
OAJ
341
Ogorek Anthony Joseph
New York
$7.55M -$47.1K -306 -0.6%
JWBC
342
J.W. Burns & Co
New York
$7.54M +$1.09M +7,056 +17%
OCM
343
Orion Capital Management
California
$7.53M +$135K +874 +2%
1WA
344
180 Wealth Advisors
Washington
$7.52M +$70.5K +458 +0.9%
BWM
345
Benchmark Wealth Management
Connecticut
$7.51M -$19K -122 -0.3%
WA
346
Wealth Advisors
California
$7.47M +$148K +957 +2%
SWA
347
Stratos Wealth Advisors
Ohio
$7.46M -$910K -5,909 -11%
PWM
348
Peterson Wealth Management
Nevada
$7.42M -$53.1K -345 -0.7%
ACS
349
Archford Capital Strategies
Illinois
$7.4M +$520K +3,370 +8%
BFM
350
Boston Financial Management
Massachusetts
$7.39M -$166K -1,076 -2%
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