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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.

New
Increased
Maintained
Reduced
Closed
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
Wealthfront Advisers
California
+$104M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$76.5M
3
RJA
Raymond James & Associates
Florida
+$61.4M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$41.3M
5
AWM
Apollon Wealth Management
South Carolina
+$38M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$901M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$177M
3
B
Barings
North Carolina
-$88.6M
4
Brown Advisory
Brown Advisory
Maryland
-$70.5M
5
Charles Schwab
Charles Schwab
California
-$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
476
Veritable
Delaware
$4.51M +$76.2K +495 +2%
IP
477
Investment Partners
Ohio
$4.51M +$5.39K +35 +0.1%
TYCC
478
Texas Yale Capital Corp
Florida
$4.5M +$3.7K +24 +0.1%
TCOV
479
Trust Company of Vermont
Vermont
$4.46M -$395K -2,564 -8%
SCA
480
STALEY CAPITAL ADVISERS
Pennsylvania
$4.45M -$62.2K -404 -1%
CFP
481
Curran Financial Partners
South Carolina
$4.44M +$384K +2,492 +9%
CFG
482
Citizens Financial Group
Rhode Island
$4.42M +$15.2K +99 +0.3%
PTC
483
Philadelphia Trust Company
Pennsylvania
$4.39M – – –
Bessemer Group
484
Bessemer Group
New Jersey
$4.39M +$377K +2,447 +9%
OPW
485
Oxler Private Wealth
New York
$4.38M +$266K +1,725 +6%
NP
486
NorthRock Partners
Minnesota
$4.34M +$121K +788 +3%
CSB
487
City State Bank
Iowa
$4.33M +$52.1K +338 +1%
MG
488
MilWealth Group
Wisconsin
$4.31M -$49.6K -322 -1%
AI
489
Atria Investments
North Carolina
$4.27M +$908K +5,893 +27%
JE
490
JMAC Enterprises
Pennsylvania
$4.26M +$75.8K +492 +2%
ODIJL
491
One Day In July LLC
Vermont
$4.26M +$26.3K +171 +0.6%
CAC
492
Certified Advisory Corp
Florida
$4.25M -$636K -4,130 -13%
GWANC
493
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.24M -$189K -1,229 -4%
SSI
494
Scott & Selber Inc
Texas
$4.23M +$17.9K +116 +0.4%
BA
495
Bridgewater Advisors
New York
$4.21M +$154 +1 +0%
RWA
496
Rooted Wealth Advisors
Illinois
$4.17M +$1.17M +7,528 +39%
DOA
497
D'Orazio & Associates
Virginia
$4.15M +$54.7K +355 +1%
D
498
Dentgroup
Louisiana
$4.14M +$16.6K +108 +0.4%
SQA
499
Simon Quick Advisors
New Jersey
$4.11M -$3.7K -24 -0.1%
RBFC
500
Roman Butler Fullerton & Co
Missouri
$4.11M +$5.43K +35 +0.1%
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