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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 %
SC
351
SouthState Corp
Florida
$7.35M +$38.5K +250 +0.5%
VWM
352
Vigilare Wealth Management
Arizona
$7.32M -$611K -3,965 -8%
LFAS
353
Level Four Advisory Services
Texas
$7.32M +$784K +5,089 +12%
NSIM
354
North Star Investment Management
Illinois
$7.28M -$4.93K -32 -0.1%
BIA
355
Bigelow Investment Advisors
Maine
$7.27M +$81.5K +529 +1%
TNB
356
Thomasville National Bank
Georgia
$7.25M +$7.25M +47,094 New
JPG
357
Jordan Park Group
California
$7.23M -$4.01M -26,016 -36%
BFO
358
Boston Family Office
Massachusetts
$7.15M +$93.5K +607 +1%
SFP
359
Sandbox Financial Partners
Maryland
$7.14M -$30.5K -198 -0.4%
LIA
360
LS Investment Advisors
Michigan
$7.12M +$1.61M +10,430 +29%
OSAM
361
O'Shaughnessy Asset Management
Connecticut
$7.12M +$434K +2,819 +6%
FBB
362
Fulton Breakefield Broenniman
Maryland
$7.11M -$81.5K -529 -1%
TCM
363
True Capital Management
California
$7.1M +$308 +2 +0%
KCPG
364
Kavar Capital Partners Group
Kansas
$7.09M -$71.2K -462 -1%
AIC
365
Archer Investment Corporation
Indiana
$7.07M -$185K -1,199 -3%
SWA
366
Safir Wealth Advisors
New Hampshire
$7.04M -$243K -1,576 -3%
CA
367
Cornerstone Advisory
Maryland
$7.01M +$230K +1,494 +3%
GVAG
368
Great Valley Advisor Group
Delaware
$7M +$330K +2,146 +5%
IA
369
IFG Advisory
Georgia
$6.95M -$279K -1,810 -4%
SPC
370
Sigma Planning Corp
Michigan
$6.95M -$137K -887 -2%
Koshinski Asset Management
371
Koshinski Asset Management
Illinois
$6.88M -$68.7K -446 -1%
CCWA
372
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.87M -$232K -1,508 -3%
FPCG
373
Forum Private Client Group
Indiana
$6.83M -$262K -1,698 -4%
FP
374
Financial Perspectives
Minnesota
$6.83M +$2.93K +19 +0%
PWM
375
Prentice Wealth Management
New York
$6.81M -$126K -815 -2%
13 14
15
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