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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 %
IFO
526
Independent Family Office
New York
$3.18M -$129K -957 -4%
AWM
527
Alterna Wealth Management
Texas
$3.18M +$2.19M +16,174 +221%
FGG
528
Financial Guidance Group
Florida
$3.16M – – –
JBA
529
Johnson Bixby & Associates
Washington
$3.16M -$157K -1,163 -5%
MWM
530
Meridian Wealth Management
Kentucky
$3.12M -$1.19M -8,787 -28%
LCS
531
Levin Capital Strategies
New York
$3.11M – – –
PWMG
532
Pinnacle Wealth Management Group
Michigan
$3.09M +$851K +6,298 +38%
AIFAIM
533
American Institute for Advanced Investment Management
Arizona
$3.09M – – –
TFGT
534
TS Financial Group (TSFG)
Illinois
$3.09M +$767K +5,675 +33%
C1AG
535
Client 1st Advisory Group
Florida
$3.08M -$3.24K -24 -0.1%
IFS
536
Intelligent Financial Strategies
Minnesota
$3.08M -$10.1K -75 -0.3%
LCM
537
Lewis Capital Management
California
$3.07M -$11.8K -87 -0.4%
TA
538
TrueWealth Advisors
Alabama
$3.04M -$682K -5,042 -18%
PA
539
Pinnacle Associates
New York
$3.04M -$135 -1 -0%
GHA
540
GW Henssler & Associates
Georgia
$3.04M +$23.9K +177 +0.8%
LHEI
541
Leo H. Evart Inc
California
$3.04M -$137K -1,013 -4%
FWM
542
Fairhaven Wealth Management
Illinois
$3.02M +$36.8K +272 +1%
BIA
543
Bell Investment Advisors
California
$3.01M -$62.4K -462 -2%
KWM
544
Kaydan Wealth Management
Michigan
$3M -$219K -1,622 -7%
CF
545
Centaurus Financial
California
$2.99M +$18.4K +136 +0.6%
CIM
546
Corda Investment Management
Texas
$2.99M -$91.2K -675 -3%
ODIJL
547
One Day In July LLC
Vermont
$2.95M +$490K +3,624 +20%
TVWM
548
Tower View Wealth Management
Wisconsin
$2.93M +$25.3K +187 +0.9%
PCA
549
Personal Capital Advisors
California
$2.92M +$78.1K +578 +3%
GA
550
Greenspring Advisors
Maryland
$2.91M +$215K +1,594 +8%
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