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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.

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
1
Wealthfront Advisers
California
$882M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$215M
3
RJA
3
Raymond James & Associates
Florida
$331M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$270M
5
AWM
5
Apollon Wealth Management
South Carolina
$39.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.39B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$474M
3
B
3
Barings
North Carolina
$0
4
Brown Advisory
4
Brown Advisory
Maryland
$158M
5
Charles Schwab
5
Charles Schwab
California
$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$173M +$12.2M +79,528 +8%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$170M -$9.29M -60,339 -5%
MWM
28
Modera Wealth Management
New Jersey
$163M +$4.94M +32,087 +3%
Brown Advisory
29
Brown Advisory
Maryland
$158M -$70.5M -457,628 -31%
JIC
30
Joel Isaacson & Co
New York
$153M +$3.76M +24,385 +3%
CG
31
Colony Group
Massachusetts
$151M -$13.7M -88,832 -8%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$149M +$3.43M +22,290 +2%
AL
33
Aspiriant LLC
California
$147M -$4.28M -27,774 -3%
Stifel Financial
34
Stifel Financial
Missouri
$130M +$4.51M +29,293 +4%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$127M -$30.5M -197,959 -19%
Creative Planning
36
Creative Planning
Kansas
$116M +$2.01M +13,048 +2%
LNC
37
Lincoln National Corp
Pennsylvania
$111M +$1.42M +9,215 +1%
SFO
38
Stokes Family Office
Louisiana
$105M +$24.6M +159,723 +31%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$104M -$595K -3,865 -0.6%
William Blair & Company
40
William Blair & Company
Illinois
$101M -$2.19M -14,232 -2%
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$100M +$2.54M +16,492 +3%
Goldman Sachs
42
Goldman Sachs
New York
$94.1M -$1.71M -11,127 -2%
GT
43
Glenmede Trust
Pennsylvania
$92.3M -$1.57M -10,184 -2%
NFC
44
Northeast Financial Consultants
Connecticut
$88.7M -$2.67M -17,348 -3%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$83.6M -$6.45M -41,879 -7%
PWP
46
Perfromance Wealth Partners
Illinois
$82.3M +$3.35M +21,782 +4%
PAG
47
Private Advisor Group
New Jersey
$77.5M +$2.16M +14,009 +3%
AAS
48
Annex Advisory Services
Wisconsin
$74.5M +$1.62M +10,504 +2%
MCM
49
MAI Capital Management
Ohio
$71.9M -$1.38M -8,946 -2%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$71.3M +$2.83M +18,374 +4%
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