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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,713 hedge funds and large institutions have $28.6B invested in Vanguard Dividend Appreciation ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 747 increasing their positions, 578 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
–
Holders Change %
0%
% of All Funds
27.11%
Holding in Top 10
233
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-3.72%
% of All Funds
3.69%
New
107
Increased
747
Reduced
578
Closed
82
Calls
$98.7M
Puts
$149M
Net Calls
-$50.7M
Net Calls Change
-$97.6M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.51B
2
CG
Colony Group
Massachusetts
$189M
3
Creative Planning
Creative Planning
Kansas
$134M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.17B
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$447M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.58B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$438M
3
MGIA
Matthew Goff Investment Advisor
Texas
$2.02M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$12.4M
5
NEPWA
New England Private Wealth Advisors
Massachusetts
$39.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
351
Benchmark Wealth Management
Connecticut
$7.41M +$129K +798 +2%
DCM
352
Donaldson Capital Management
Indiana
$7.33M -$105K -645 -1%
PCIA
353
Prime Capital Investment Advisors
Kansas
$7.33M -$405K -2,360 -5%
CIA
354
Capital Investment Advisors
Georgia
$7.29M +$287K +1,769 +4%
SWM
355
Spire Wealth Management
Virginia
$7.29M -$404K -2,489 -5%
OSAM
356
O'Shaughnessy Asset Management
Connecticut
$7.28M +$214K +1,320 +3%
AWP
357
Accretive Wealth Partners
New Jersey
$7.26M +$260K +1,604 +4%
FBB
358
Fulton Breakefield Broenniman
Maryland
$7.22M -$52.2K -322 -0.7%
NPI
359
New Perspectives Inc
Mississippi
$7.22M -$7.14K -44 -0.1%
CFO
360
Colony Family Offices
North Carolina
$7.19M +$2.15M +13,272 +43%
Citadel Advisors
361
Citadel Advisors
Florida
$7.18M +$3.87M +23,896 +117%
WA1
362
Wimmer Associates 1
California
$7.17M +$333K +2,052 +5%
AIC
363
Archer Investment Corporation
Indiana
$7.16M -$19.1K -119 -0.3%
NSIM
364
North Star Investment Management
Illinois
$7.15M +$220K +1,355 +3%
FP
365
Financial Perspectives
Minnesota
$7.14M +$207K +1,277 +3%
CIA
366
Compass Ion Advisors
Pennsylvania
$7.08M +$2.41M +14,893 +52%
DWM
367
Defined Wealth Management
Oregon
$7.07M +$587K +3,618 +9%
BFO
368
Boston Family Office
Massachusetts
$7.05M -$320K -1,975 -4%
APP
369
Avantax Planning Partners
Iowa
$7.05M -$5.82M -35,899 -45%
BFM
370
Boston Financial Management
Massachusetts
$7.01M +$3.14M +19,346 +81%
Koshinski Asset Management
371
Koshinski Asset Management
Illinois
$6.98M -$690K -4,252 -9%
LB
372
Leo Brokerage
Texas
$6.92M +$6.92M +42,663 New
PP
373
Palladium Partners
Virginia
$6.9M -$118K -730 -2%
KL
374
KWMG LLC
Kansas
$6.79M -$2.27K -14 -0%
LGWM
375
Litman Gregory Wealth Management
California
$6.78M +$2.11K +13 +0%
13 14
15
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