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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
+$77M
2
Wells Fargo
Wells Fargo
California
+$47.8M
3
WA
Waverly Advisors
Alabama
+$43M
4
AL
Aspiriant LLC
California
+$38.6M
5
PFO
Pathstone Family Office
New Jersey
+$29.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$244M
2
PA
PFG Advisors
Arizona
-$65.5M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$50.3M
4
TF
Trek Financial
Arizona
-$40.5M
5
BMM
Berkshire Money Management
Massachusetts
-$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
501
Citadel Advisors
Florida
$3.51M +$2.78M +20,570 +380%
AWA
502
Acorn Wealth Advisors
Michigan
$3.47M +$69.9K +517 +2%
OAM
503
Occidental Asset Management
California
$3.46M -$13.2K -98 -0.4%
HCM
504
HM Capital Management
Missouri
$3.46M – – –
SSWM
505
Sheets Smith Wealth Management
North Carolina
$3.46M +$135 +1 +0%
PFG
506
Pinnacle Financial Group
Illinois
$3.45M +$45.5K +337 +1%
IWM
507
IHT Wealth Management
Illinois
$3.45M +$649K +4,805 +23%
FI
508
Financial Insights
Washington
$3.43M +$7.7K +57 +0.2%
KFGK
509
Keystone Financial Group (Kentucky)
Kentucky
$3.42M -$71.5K -529 -2%
DJSG
510
D.J. St. Germain
Massachusetts
$3.38M – – –
GWAG
511
Garrett Wealth Advisory Group
Texas
$3.35M -$445K -3,291 -12%
PCM
512
Pennsylvania Capital Management
Pennsylvania
$3.32M -$1.17M -8,647 -26%
CFP
513
Curran Financial Partners
South Carolina
$3.29M +$105K +779 +3%
SCI
514
S&CO Inc
Massachusetts
$3.29M – – –
FMN
515
Financial Management Network
California
$3.27M -$60.9K -428 -2%
CCM
516
Canal Capital Management
Virginia
$3.25M -$219K -1,622 -6%
AR
517
Advisory Research
Illinois
$3.25M -$879K -6,506 -21%
CWS
518
Confluence Wealth Services
Pennsylvania
$3.25M +$3M +22,192 +1,215%
GLA
519
Great Lakes Advisors
Illinois
$3.24M +$135 +1 +0%
SMG
520
Spectrum Management Group
Indiana
$3.24M +$1.61M +11,889 +99%
IAG
521
Investment Advisory Group
Massachusetts
$3.23M +$18.2K +135 +0.6%
BEC
522
Blue Edge Capital
Virginia
$3.23M -$97.9K -724 -3%
SC
523
Savant Capital
Illinois
$3.23M -$38K -281 -1%
JG
524
Jefferies Group
New York
$3.21M +$39.9K +295 +1%
HC
525
Hoese & Co
Minnesota
$3.18M -$18.9K -140 -0.6%
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