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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 %
AIM
401
Allen Investment Management
New York
$6.03M +$6.03M +39,145 New
WCG
402
Weaver Consulting Group
California
$6.01M -$35.6K -231 -0.6%
EWA
403
EP Wealth Advisors
California
$6M -$22.7M -95,227 -79%
SW
404
StrongBox Wealth
Missouri
$5.99M +$507K +3,295 +9%
BFS
405
Bradley Foster & Sargent
Connecticut
$5.98M +$281K +1,824 +5%
RSWM
406
Robertson Stephens Wealth Management
California
$5.95M -$2.16M -14,014 -27%
SMG
407
Smart Money Group
Texas
$5.89M -$307K -1,947 -5%
HNB
408
Huntington National Bank
Ohio
$5.89M -$5.68M – –
DCM
409
Donaldson Capital Management
Indiana
$5.88M -$697K -4,528 -11%
NG
410
Northstar Group
New York
$5.86M +$338K +2,192 +6%
TGAM
411
TBH Global Asset Management
Tennessee
$5.85M -$15.4K -100 -0.3%
WANY
412
Wealthspire Advisors (New York)
New York
$5.85M +$375K +2,438 +7%
FDCDDQ
413
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.82M +$4.31K +28 +0.1%
WTC
414
WhitTier Trust Company
Nevada
$5.81M -$70.1K -455 -1%
FA
415
Fortis Advisors
Pennsylvania
$5.79M +$80.4K +522 +1%
CAG
416
Crestwood Advisors Group
Massachusetts
$5.77M +$33.4K +217 +0.6%
CA
417
Cambridge Advisors
Nebraska
$5.74M -$40.2K -261 -0.7%
SL
418
Stevard LLC
Illinois
$5.74M -$65.1K -423 -1%
MFA
419
McClarren Financial Advisors
Pennsylvania
$5.69M -$205K -1,339 -3%
PFA
420
Plotkin Financial Advisors
Maryland
$5.65M -$80.7K -524 -1%
CAG
421
Csenge Advisory Group
Florida
$5.65M +$92.3K +599 +2%
MGIA
422
Moneta Group Investment Advisors
Missouri
$5.6M +$3.97M +25,774 +243%
MSWM
423
McGlone Suttner Wealth Management
Wisconsin
$5.58M -$173K -1,126 -3%
HWMG
424
Hurlow Wealth Management Group
Indiana
$5.57M +$812K +5,275 +17%
WIM
425
Westside Investment Management
California
$5.55M -$412K -2,675 -7%
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