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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
Bank of America
North Carolina
$4.23B
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$642M
3
Wells Fargo
Wells Fargo
California
$1.62B
4
Mariner
Mariner
Kansas
$204M
5
UBS Group
UBS Group
Switzerland
$960M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$35.7B
2
Wealthfront Advisers
Wealthfront Advisers
California
$767M
3
VWM
Venturi Wealth Management
Texas
$3.37M
4
AL
Aspiriant LLC
California
$149M
5
TF
Trek Financial
Arizona
$5.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
376
Capital Investment Advisors
Georgia
$6.68M +$82.5K +543 +1%
HI
377
Harbour Investments
Wisconsin
$6.64M -$1.72M -11,298 -21%
OSAM
378
O'Shaughnessy Asset Management
Connecticut
$6.59M +$36.4K +240 +0.6%
GVAG
379
Great Valley Advisor Group
Delaware
$6.58M +$69.8K +460 +1%
DCM
380
Donaldson Capital Management
Indiana
$6.49M -$222K -1,465 -3%
DA
381
Detalus Advisors
Missouri
$6.47M -$3.87M -25,455 -37%
FHA
382
First Horizon Advisors
Tennessee
$6.45M +$2.2M +14,465 +52%
LFAS
383
Level Four Advisory Services
Texas
$6.44M +$1.49M +9,802 +30%
TFCP
384
Twin Focus Capital Partners
Massachusetts
$6.36M +$536K +3,533 +9%
JWBC
385
J.W. Burns & Co
New York
$6.36M +$1.01M +6,651 +19%
LGWM
386
Litman Gregory Wealth Management
California
$6.34M – – –
Natixis Advisors
387
Natixis Advisors
Massachusetts
$6.34M +$226K +1,486 +4%
WF
388
Warner Financial
Maryland
$6.3M +$340K +2,241 +6%
EWM
389
Evergreen Wealth Management
Michigan
$6.25M +$6.25M +319,572 New
PFA
390
Pathway Financial Advisors
Vermont
$6.23M -$27.9K -184 -0.4%
T
391
TCWP
Ohio
$6.2M -$1.02M -6,721 -14%
KL
392
KWMG LLC
Kansas
$6.2M -$249K -1,638 -4%
MOS
393
MGO One Seven
Ohio
$6.2M -$1.32M -8,720 -18%
JIC
394
Johnson Investment Counsel
Ohio
$6.19M +$566K +3,728 +10%
EWMCB
395
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$6.14M +$299K +1,966 +5%
GSIAS
396
Garden State Investment Advisory Services
New Jersey
$6.09M +$6.09M +40,107 New
PGFC
397
Peapack-Gladstone Financial Corp
New Jersey
$6.08M +$581K +3,824 +11%
KC
398
Kades & Cheifetz
Pennsylvania
$6.05M +$6.05M +39,867 New
AP
399
Advisors Preferred
Maryland
$6.05M +$4.14M +27,307 +217%
NL
400
NWAM LLC
Washington
$6M +$1.07M +7,028 +22%
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