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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.

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 %
HT
501
Heritage Trust
Oklahoma
$4.08M -$170K -1,122 -4%
DE
502
Day & Ennis
Georgia
$4.07M +$9.42K +62 +0.2%
D
503
Dentgroup
Louisiana
$4.06M +$74.4K +490 +2%
SQA
504
Simon Quick Advisors
New Jersey
$4.06M -$476K -3,133 -10%
OPW
505
Oxler Private Wealth
New York
$4.06M -$91.3K -601 -2%
RCA
506
Riverview Capital Advisers
Massachusetts
$4.05M -$92.8K -611 -2%
DOA
507
D'Orazio & Associates
Virginia
$4.04M +$4.04M +26,614 New
TF
508
TIAA FSB
Florida
$4.04M -$358K -2,358 -8%
SCM
509
Sebold Capital Management
Illinois
$4.02M +$4.02M +26,495 New
MCM
510
Morton Capital Management
California
$4.02M -$1.97K -13 -0%
CFP
511
Curran Financial Partners
South Carolina
$4M +$299K +1,970 +8%
WAL
512
W Advisors LLC
Tennessee
$3.99M +$30.2K +199 +0.8%
USAA
513
United Services Automobile Association
Texas
$3.97M -$335K -2,205 -8%
Bessemer Group
514
Bessemer Group
New Jersey
$3.96M -$106K -701 -3%
FCA
515
FLC Capital Advisors
California
$3.95M – – –
FIA
516
Foundations Investment Advisors
Arizona
$3.94M -$49.2K -324 -1%
AWA
517
Acorn Wealth Advisors
Michigan
$3.93M +$30.1K +198 +0.8%
GLA
518
Great Lakes Advisors
Illinois
$3.93M +$283K +1,865 +8%
MWM
519
Mascoma Wealth Management
New Hampshire
$3.89M +$1.08M +7,098 +38%
PFG
520
Pinnacle Financial Group
Illinois
$3.89M +$6.68K +44 +0.2%
BAM
521
Belpointe Asset Management
Nevada
$3.88M -$2.41M -15,843 -38%
SWM
522
Spire Wealth Management
Virginia
$3.87M -$340K -2,240 -8%
OAM
523
Occidental Asset Management
California
$3.86M -$24.1K -159 -0.6%
KFP
524
KB Financial Partners
New Jersey
$3.86M +$3.86M +25,427 New
BWM
525
Baron Wealth Management
Michigan
$3.86M +$3.86M +25,417 New
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