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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 %
DI
426
DAGCO Inc
Ohio
$5.5M -$234K -1,519 -4%
WFA
427
Wade Financial Advisory
California
$5.44M -$48.8K -317 -0.9%
AWA
428
Amplius Wealth Advisors
Pennsylvania
$5.43M -$438K -2,845 -7%
KFS
429
Kaizen Financial Strategies
California
$5.43M +$4.17M +27,104 +334%
MC
430
Moors & Cabot
Massachusetts
$5.41M +$80.2K +521 +2%
FANJ
431
Financial Architects (New Jersey)
New Jersey
$5.39M -$340K -2,208 -6%
CBFP
432
Cedar Brook Financial Partners
Ohio
$5.39M +$201K +1,302 +4%
HCM
433
Hollencrest Capital Management
California
$5.38M +$27.1K +176 +0.5%
MBT
434
Montecito Bank & Trust
California
$5.38M -$243K -1,577 -4%
CIA
435
Choate Investment Advisors
Massachusetts
$5.35M +$149K +965 +3%
FAIM
436
Financial Advocates Investment Management
Washington
$5.34M -$139K -900 -3%
BCWM
437
Bartlett & Co Wealth Management
Ohio
$5.29M +$21.4K +139 +0.4%
BC
438
Bartlett & Co
Ohio
$5.29M +$21.4K +139 +0.4%
HPC
439
HM Payson & Co
Maine
$5.27M +$90.1K +585 +2%
SC
440
Savant Capital
Illinois
$5.23M +$808K +5,249 +18%
DFA
441
DHJJ Financial Advisors
Illinois
$5.23M -$53.1K -345 -1%
TVAMP
442
Tennessee Valley Asset Management Partners
Tennessee
$5.19M -$246K -1,597 -5%
RMAM
443
Raab & Moskowitz Asset Management
New Jersey
$5.17M -$20.8K -135 -0.4%
DA
444
Detalus Advisors
Missouri
$5.14M -$1.43M -9,253 -22%
CFA
445
CWS Financial Advisors
Michigan
$5.13M +$3.69M +23,942 +256%
RCA
446
Ranch Capital Advisors
Florida
$5.12M +$161K +1,047 +3%
SIAG
447
Safeguard Investment Advisory Group
California
$5.09M -$10.3M -67,087 -67%
SWM
448
Spire Wealth Management
Virginia
$5.08M +$1.15M +7,498 +29%
GB
449
Gunma Bank
Japan
$5.08M +$2.62M +17,000 +106%
FAP
450
Financial Advisory Partners
Florida
$5.04M +$305K +1,981 +6%
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