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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,713 hedge funds and large institutions have $28.6B invested in Vanguard Dividend Appreciation ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 747 increasing their positions, 578 reducing their positions, and 82 closing their positions.

Holders
1,713
Holders Change
–
Holders Change %
0%
% of All Funds
27.11%
Holding in Top 10
233
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-3.72%
% of All Funds
3.69%
New
107
Increased
747
Reduced
578
Closed
82
Calls
$98.7M
Puts
$149M
Net Calls
-$50.7M
Net Calls Change
-$97.6M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1.51B
2
CG
2
Colony Group
Massachusetts
$189M
3
Creative Planning
3
Creative Planning
Kansas
$134M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.17B
5
AWS
5
Atria Wealth Solutions
New York
$52.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.58B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$438M
3
MGIA
3
Matthew Goff Investment Advisor
Texas
$2.02M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$12.4M
5
NEPWA
5
New England Private Wealth Advisors
Massachusetts
$39.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CG
26
Colony Group
Massachusetts
$189M 1,166,181 +410,814 +54%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$188M 1,160,940 +426 +0%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$183M 1,126,981 +38,068 +3%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$176M 1,087,795 +11,867 +1%
MWM
30
Modera Wealth Management
New Jersey
$153M 944,326 +48,929 +5%
JIC
31
Joel Isaacson & Co
New York
$147M 924,620 +11,122 +1%
Mariner
32
Mariner
Kansas
$137M 844,645 +196 +0%
BMM
33
Berkshire Money Management
Massachusetts
$135M 834,822 +114,359 +16%
Creative Planning
34
Creative Planning
Kansas
$134M 828,411 +353,687 +75%
Stifel Financial
35
Stifel Financial
Missouri
$127M 783,400 +22,106 +3%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$124M 753,859 +52,001 +7%
AL
37
Aspiriant LLC
California
$120M 739,014 +32,519 +5%
William Blair & Company
38
William Blair & Company
Illinois
$119M 732,834 +155,922 +27%
LNC
39
Lincoln National Corp
Pennsylvania
$113M 695,253 +6,339 +0.9%
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$105M 644,685 +290,099 +82%
TF
41
Trek Financial
Arizona
$102M 630,662 +37,197 +6%
RA
42
Rational Advisors
New York
$94.3M 581,577 -47,538 -8%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$87.7M 540,682 +18,816 +4%
GT
44
Glenmede Trust
Pennsylvania
$87.5M 539,368 +4,792 +0.9%
Goldman Sachs
45
Goldman Sachs
New York
$86.4M 532,631 -18,716 -3%
PAG
46
Private Advisor Group
New Jersey
$85.4M 526,448 +6,444 +1%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$84M 517,763 +50,000 +11%
SFO
48
Stokes Family Office
Louisiana
$83.7M 515,979 +5,696 +1%
NFC
49
Northeast Financial Consultants
Connecticut
$79.9M 492,789 +6,192 +1%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$77.7M 478,959 +111,512 +30%
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