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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,713 hedge funds and large institutions have $28.6B invested in Vanguard Dividend Appreciation ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 747 increasing their positions, 578 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
–
Holders Change %
0%
% of All Funds
27.11%
Holding in Top 10
233
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-3.72%
% of All Funds
3.69%
New
107
Increased
747
Reduced
578
Closed
82
Calls
$98.7M
Puts
$149M
Net Calls
-$50.7M
Net Calls Change
-$97.6M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$366M
2
CG
Colony Group
Massachusetts
+$66.6M
3
Creative Planning
Creative Planning
Kansas
+$57.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$55.9M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$51.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$521M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$328M
3
MGIA
Matthew Goff Investment Advisor
Texas
-$113M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$91.7M
5
NEPWA
New England Private Wealth Advisors
Massachusetts
-$86.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
526
Johnson Investment Counsel
Ohio
$3.94M +$505K +3,114 +15%
BEC
527
Blue Edge Capital
Virginia
$3.93M -$5.42M -33,437 -58%
KWM
528
Kaydan Wealth Management
Michigan
$3.89M -$57.2K -353 -1%
WAL
529
W Advisors LLC
Tennessee
$3.89M +$122K +755 +3%
MCM
530
Manchester Capital Management
Vermont
$3.89M +$765K +4,718 +25%
CIA
531
Choate Investment Advisors
Massachusetts
$3.88M +$811 +5 +0%
FGG
532
Financial Guidance Group
Florida
$3.86M +$3.86M +23,795 New
MFA
533
Mayflower Financial Advisors
Massachusetts
$3.85M +$688K +4,245 +22%
DJSG
534
D.J. St. Germain
Massachusetts
$3.82M +$120K +737 +3%
BC
535
Bartlett & Co
Ohio
$3.79M +$88.1K +543 +2%
BCWM
536
Bartlett & Co Wealth Management
Ohio
$3.79M +$88.1K +543 +2%
PFG
537
Pinnacle Financial Group
Illinois
$3.79M -$144K -888 -4%
FMN
538
Financial Management Network
California
$3.79M +$21K +129 +0.6%
C1AG
539
Client 1st Advisory Group
Florida
$3.78M +$649 +4 +0%
SWA
540
Strategies Wealth Advisors
Michigan
$3.76M +$349K +2,152 +10%
LCM
541
Lewis Capital Management
California
$3.75M +$98.3K +606 +3%
LHEI
542
Leo H. Evart Inc
California
$3.75M +$16.2K +100 +0.4%
AIFAIM
543
American Institute for Advanced Investment Management
Arizona
$3.74M -$138K -848 -4%
LCS
544
Levin Capital Strategies
New York
$3.73M – – –
FFS
545
Founders Financial Securities
Maryland
$3.73M -$694K -4,282 -16%
IFS
546
Intelligent Financial Strategies
Minnesota
$3.73M +$2.92K +18 +0.1%
JPG
547
Jordan Park Group
California
$3.71M – – –
GWM
548
Geneos Wealth Management
Colorado
$3.62M -$11.5M -71,107 -76%
FWM
549
Fairhaven Wealth Management
Illinois
$3.59M +$31.3K +193 +0.9%
MW
550
Marcum Wealth
Ohio
$3.57M +$649 +4 +0%
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