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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,636 hedge funds and large institutions have $29.3B invested in Vanguard Dividend Appreciation ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 724 increasing their positions, 552 reducing their positions, and 81 closing their positions.

Holders
1,636
Holders Change
-43
Holders Change %
-2.56%
% of All Funds
28.29%
Holding in Top 10
233
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.69%
% of All Funds
4.03%
New
66
Increased
724
Reduced
552
Closed
81
Calls
$202M
Puts
$60.1M
Net Calls
+$142M
Net Calls Change
+$117M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.27B
2
Wells Fargo
2
Wells Fargo
California
$1.36B
3
WA
3
Waverly Advisors
Alabama
$43M
4
AL
4
Aspiriant LLC
California
$181M
5
PFO
5
Pathstone Family Office
New Jersey
$58.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$114M
2
PA
2
PFG Advisors
Arizona
$16.5M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$747M
4
TF
4
Trek Financial
Arizona
$52.5M
5
BMM
5
Berkshire Money Management
Massachusetts
$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$169M +$6.4M +47,316 +4%
Brown Advisory
27
Brown Advisory
Maryland
$167M +$8.36M +61,822 +5%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$149M -$4.7M -34,802 -3%
CG
29
Colony Group
Massachusetts
$146M +$3.45M +25,508 +2%
MWM
30
Modera Wealth Management
New Jersey
$138M +$10.4M +77,173 +8%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$132M +$5.42M +40,095 +4%
JIC
32
Joel Isaacson & Co
New York
$126M +$709K +5,243 +0.6%
Mariner
33
Mariner
Kansas
$115M +$1.13M +8,394 +1%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$114M -$244M -1,802,866 -68%
Stifel Financial
35
Stifel Financial
Missouri
$109M +$705K +5,214 +0.6%
Creative Planning
36
Creative Planning
Kansas
$104M -$5.67M -41,968 -5%
LNC
37
Lincoln National Corp
Pennsylvania
$95.1M +$1.07M +7,923 +1%
William Blair & Company
38
William Blair & Company
Illinois
$92.1M -$3.69M -27,271 -4%
RPGK
39
Retirement Planning Group (Kansas)
Kansas
$90.3M -$788K -5,833 -0.9%
Goldman Sachs
40
Goldman Sachs
New York
$84.8M +$25.3M +187,086 +42%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$82.2M +$4.4M +32,519 +6%
GT
42
Glenmede Trust
Pennsylvania
$77.9M +$4.52M +33,451 +6%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$73.6M -$2.95M -21,859 -4%
SFO
44
Stokes Family Office
Louisiana
$73.6M +$3.15M +23,322 +4%
NFC
45
Northeast Financial Consultants
Connecticut
$71.6M +$1.09M +8,033 +2%
PWP
46
Perfromance Wealth Partners
Illinois
$68.2M +$3.78M +27,961 +6%
RA
47
Rational Advisors
New York
$67.3M -$10.2M -75,477 -13%
BMM
48
Berkshire Money Management
Massachusetts
$66.5M -$34.7M -256,515 -34%
VWM
49
Venturi Wealth Management
Texas
$66.1M -$23.7M -175,035 -26%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$65.1M +$3.63M +26,866 +6%
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