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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 %
SAMT
426
Select Asset Management & Trust
Pennsylvania
$5.6M -$54.4K -358 -1%
MBT
427
Montecito Bank & Trust
California
$5.54M +$160K +1,054 +3%
CAG
428
Csenge Advisory Group
Florida
$5.48M -$38K -250 -0.7%
HWMA
429
Heritage Wealth Management (Arizona)
Arizona
$5.45M +$2.34M +15,380 +75%
NG
430
Northstar Group
New York
$5.44M +$73.2K +482 +1%
LIA
431
LS Investment Advisors
Michigan
$5.44M +$5.44M +35,824 New
WFA
432
Wade Financial Advisory
California
$5.41M +$1.41M +9,259 +35%
FAIM
433
Financial Advocates Investment Management
Washington
$5.41M +$217K +1,427 +4%
SW
434
StrongBox Wealth
Missouri
$5.4M +$1.07M +7,062 +25%
WANY
435
Wealthspire Advisors (New York)
New York
$5.4M -$173K -1,139 -3%
TVAMP
436
Tennessee Valley Asset Management Partners
Tennessee
$5.36M -$19.1M -126,041 -78%
HWM
437
Hohimer Wealth Management
Washington
$5.29M -$1.08M -7,118 -17%
HCM
438
Hollencrest Capital Management
California
$5.28M +$29.9K +197 +0.6%
MC
439
Moors & Cabot
Massachusetts
$5.26M -$275K -1,809 -5%
BWA
440
BDO Wealth Advisors
Florida
$5.25M +$158K +1,043 +3%
DFA
441
DHJJ Financial Advisors
Illinois
$5.2M -$83.9K -553 -2%
BCWM
442
Bartlett & Co Wealth Management
Ohio
$5.19M – – –
BC
443
Bartlett & Co
Ohio
$5.19M – – –
DAS
444
Dynamic Advisor Solutions
Arizona
$5.13M +$373K +2,454 +8%
CIA
445
Choate Investment Advisors
Massachusetts
$5.13M +$751K +4,944 +17%
CBFP
446
Cedar Brook Financial Partners
Ohio
$5.12M +$160K +1,055 +3%
RMAM
447
Raab & Moskowitz Asset Management
New Jersey
$5.12M -$57.6K -379 -1%
HPC
448
HM Payson & Co
Maine
$5.11M -$98.7K -650 -2%
FFP
449
Forbes Financial Planning
Rhode Island
$5.1M – – –
IIA
450
Integral Investment Advisors
California
$4.95M -$331K -2,179 -6%
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