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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 %
LB
376
Leo Brokerage
Texas
$6.73M +$6.73M +43,676 New
SFA
377
Souders Financial Advisors
Ohio
$6.7M -$1.3M -8,427 -16%
TWC
378
TD Waterhouse Canada
Ontario, Canada
$6.66M -$295K -1,749 -4%
MAM
379
Madison Asset Management
Wisconsin
$6.65M -$222K -1,440 -3%
KC
380
Kades & Cheifetz
Pennsylvania
$6.62M +$481K +3,122 +8%
TFCP
381
Twin Focus Capital Partners
Massachusetts
$6.52M +$69.3K +450 +1%
IA
382
IFP Advisors
Florida
$6.51M -$4.24M -41,207 -39%
Lido Advisors
383
Lido Advisors
California
$6.47M +$3.71M +24,101 +135%
WF
384
Warner Financial
Maryland
$6.42M +$28K +182 +0.4%
KL
385
KWMG LLC
Kansas
$6.38M +$84.9K +551 +1%
Natixis Advisors
386
Natixis Advisors
Massachusetts
$6.37M -$55.3K -359 -0.9%
T
387
TCWP
Ohio
$6.36M +$70.4K +457 +1%
FHA
388
First Horizon Advisors
Tennessee
$6.36M -$188K -1,218 -3%
Mirae Asset Global Investments
389
Mirae Asset Global Investments
South Korea
$6.35M -$2.57M -16,700 -29%
CIBC World Market
390
CIBC World Market
Ontario, Canada
$6.34M -$3.13M -20,322 -33%
BW
391
BIP Wealth
Georgia
$6.29M +$6.29M +40,858 New
PFA
392
Pathway Financial Advisors
Vermont
$6.28M -$45.9K -298 -0.7%
GSIAS
393
Garden State Investment Advisory Services
New Jersey
$6.28M +$99.3K +645 +2%
EWM
394
Evergreen Wealth Management
Michigan
$6.24M -$43M -279,053 -87%
PGFC
395
Peapack-Gladstone Financial Corp
New Jersey
$6.22M +$44K +285 +0.7%
BNP Paribas Financial Markets
396
BNP Paribas Financial Markets
France
$6.19M +$2.87M +18,666 +87%
JIC
397
Johnson Investment Counsel
Ohio
$6.08M -$202K -1,314 -3%
SAMT
398
Select Asset Management & Trust
Pennsylvania
$6.06M +$382K +2,478 +7%
MFS
399
McNamara Financial Services
Massachusetts
$6.05M +$11.4K +74 +0.2%
AWM
400
Aberdeen Wealth Management
Illinois
$6.04M +$257K +1,671 +4%
14 15
16
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