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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 %
RJT
351
Raymond James Trust
Florida
$7.26M +$1.16M +7,608 +19%
SC
352
SouthState Corp
Florida
$7.21M -$22.8K -150 -0.3%
NSIM
353
North Star Investment Management
Illinois
$7.18M +$1.22K +8 +0%
SWA
354
Safir Wealth Advisors
New Hampshire
$7.18M -$82K -540 -1%
WA
355
Wealth Advisors
California
$7.18M -$1.51M -9,947 -17%
AIC
356
Archer Investment Corporation
Indiana
$7.15M +$76.4K +503 +1%
IA
357
IFG Advisory
Georgia
$7.13M -$75.3K -496 -1%
NPI
358
New Perspectives Inc
Mississippi
$7.1M -$9.42K -62 -0.1%
FBB
359
Fulton Breakefield Broenniman
Maryland
$7.09M -$307K -2,025 -4%
BIA
360
Bigelow Investment Advisors
Maine
$7.09M +$316K +2,078 +5%
SFP
361
Sandbox Financial Partners
Maryland
$7.07M +$18.8K +124 +0.3%
KCPG
362
Kavar Capital Partners Group
Kansas
$7.06M -$19.4K -128 -0.3%
TCM
363
True Capital Management
California
$7M +$7M +46,127 New
CCWA
364
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7M +$7M +46,121 New
FPCG
365
Forum Private Client Group
Indiana
$6.99M -$248K -1,635 -3%
SPC
366
Sigma Planning Corp
Michigan
$6.99M +$339K +2,231 +5%
BFO
367
Boston Family Office
Massachusetts
$6.96M +$164K +1,082 +2%
Koshinski Asset Management
368
Koshinski Asset Management
Illinois
$6.85M +$245K +1,613 +4%
PWM
369
Prentice Wealth Management
New York
$6.84M -$550K -3,620 -7%
GIS
370
Grayhawk Investment Strategies
Alberta, Canada
$6.84M -$262K -1,740 -4%
MAM
371
Madison Asset Management
Wisconsin
$6.78M +$559K +3,679 +9%
ACS
372
Archford Capital Strategies
Illinois
$6.77M +$424K +2,790 +7%
TWC
373
TD Waterhouse Canada
Ontario, Canada
$6.75M -$80.9K -495 -1%
FP
374
Financial Perspectives
Minnesota
$6.73M -$552K -3,638 -8%
CA
375
Cornerstone Advisory
Maryland
$6.69M +$65.1K +429 +1%
13 14
15
16 17