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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.

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
1
Bank of America
North Carolina
$4.23B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$642M
3
Wells Fargo
3
Wells Fargo
California
$1.62B
4
Mariner
4
Mariner
Kansas
$204M
5
UBS Group
5
UBS Group
Switzerland
$960M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$35.7B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$767M
3
VWM
3
Venturi Wealth Management
Texas
$3.37M
4
AL
4
Aspiriant LLC
California
$149M
5
TF
5
Trek Financial
Arizona
$5.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$204M 1,345,073 +497,131 +59%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$184M 1,211,743 -35,273 -3%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$177M 1,165,606 +190,107 +19%
CG
29
Colony Group
Massachusetts
$162M 1,069,231 -10,404 -1%
Corient Private Wealth
30
Corient Private Wealth
Florida
$158M 1,043,234 +1,043,234 New
MWM
31
Modera Wealth Management
New Jersey
$155M 1,023,341 +2,848 +0.3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$155M 1,021,223 -81,957 -7%
AL
33
Aspiriant LLC
California
$149M 983,657 -354,606 -26%
JIC
34
Joel Isaacson & Co
New York
$147M 970,073 +35,178 +4%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$144M 946,581 +88,983 +10%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$136M 898,659 +58,789 +7%
Stifel Financial
37
Stifel Financial
Missouri
$124M 815,931 +8,285 +1%
Creative Planning
38
Creative Planning
Kansas
$113M 743,073 -29,373 -4%
LNC
39
Lincoln National Corp
Pennsylvania
$108M 713,527 +9,974 +1%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$103M 681,574 +73,268 +12%
William Blair & Company
41
William Blair & Company
Illinois
$102M 669,925 -11,197 -2%
RPGK
42
Retirement Planning Group (Kansas)
Kansas
$96.5M 635,658 -32,085 -5%
Goldman Sachs
43
Goldman Sachs
New York
$94.5M 622,145 -5,304 -0.8%
GT
44
Glenmede Trust
Pennsylvania
$92.5M 609,233 +32,952 +6%
NFC
45
Northeast Financial Consultants
Connecticut
$90.1M 593,037 +63,406 +12%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$88.8M 584,541 +40,060 +7%
B
47
Barings
North Carolina
$88.6M 583,507 +130,240 +29%
SFO
48
Stokes Family Office
Louisiana
$79.1M 521,010 -23,191 -4%
PWP
49
Perfromance Wealth Partners
Illinois
$77.9M 512,904 +8,618 +2%
MCM
50
MAI Capital Management
Ohio
$72.2M 475,705 +29,484 +7%
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