VIG icon

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.

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

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$35.7B
2
Wealthfront Advisers
Wealthfront Advisers
California
$767M
3
VWM
Venturi Wealth Management
Texas
$3.37M
4
AL
Aspiriant LLC
California
$149M
5
TF
Trek Financial
Arizona
$5.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
476
Moser Wealth Advisors
Washington
$4.5M +$8.96K +59 +0.2%
BRG
477
Bay Rivers Group
Virginia
$4.49M -$10.6K -70 -0.2%
FWIA
478
Fort Washington Investment Advisors
Ohio
$4.46M +$101K +664 +2%
SCA
479
STALEY CAPITAL ADVISERS
Pennsylvania
$4.45M -$31.7K -209 -0.7%
IP
480
Investment Partners
Ohio
$4.44M -$440K -2,900 -9%
TYCC
481
Texas Yale Capital Corp
Florida
$4.44M -$194K -1,277 -4%
WPWM
482
Western Pacific Wealth Management
Illinois
$4.4M +$40.2K +265 +0.9%
V
483
Veritable
Delaware
$4.37M -$57.4K -378 -1%
GWANC
484
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.37M -$55K -362 -1%
MW
485
Marcum Wealth
Ohio
$4.37M +$20K +132 +0.5%
CCM
486
Canal Capital Management
Virginia
$4.36M +$706K +4,652 +19%
CFG
487
Citizens Financial Group
Rhode Island
$4.34M -$533K -3,507 -11%
PTC
488
Philadelphia Trust Company
Pennsylvania
$4.33M -$159K -1,050 -4%
MG
489
MilWealth Group
Wisconsin
$4.3M -$273K -1,796 -6%
VAS
490
Vestmark Advisory Solutions
Massachusetts
$4.29M +$1.56M +10,260 +57%
CSB
491
City State Bank
Iowa
$4.22M +$101K +665 +2%
MA
492
Momentum Advisors
New York
$4.21M -$35.8K -236 -0.8%
ODIJL
493
One Day In July LLC
Vermont
$4.18M +$860K +5,666 +26%
NP
494
NorthRock Partners
Minnesota
$4.16M -$56.6K -373 -1%
SSI
495
Scott & Selber Inc
Texas
$4.15M -$492K -3,243 -11%
BA
496
Bridgewater Advisors
New York
$4.15M +$31K +204 +0.8%
JE
497
JMAC Enterprises
Pennsylvania
$4.13M +$8.35K +55 +0.2%
RBFC
498
Roman Butler Fullerton & Co
Missouri
$4.12M +$63.1K +405 +2%
HA
499
Hofer & Associates
California
$4.11M +$68K +448 +2%
AO
500
Advisor OS
Illinois
$4.11M -$5.57M -36,684 -58%
18 19
20
21 22