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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 %
HT
526
Heritage Trust
Oklahoma
$3.78M -$362K -2,350 -9%
IFO
527
Independent Family Office
New York
$3.75M +$51.6K +335 +1%
SCI
528
S&CO Inc
Massachusetts
$3.74M – – –
RWM
529
Revisor Wealth Management
Ohio
$3.7M +$3.7M +24,022 New
AR
530
Advisory Research
Illinois
$3.7M – – –
PA
531
Pinnacle Associates
New York
$3.68M +$157K +1,020 +4%
PFS
532
Prospera Financial Services
Texas
$3.67M +$653K +4,238 +22%
GWAG
533
Garrett Wealth Advisory Group
Texas
$3.66M -$36.3K -236 -1%
VAS
534
Vestmark Advisory Solutions
Massachusetts
$3.66M -$693K -4,498 -16%
GHA
535
GW Henssler & Associates
Georgia
$3.66M +$30.2K +196 +0.8%
BWA
536
BDO Wealth Advisors
Florida
$3.64M -$1.69M -10,973 -32%
TF
537
Trek Financial
Arizona
$3.63M -$2.05M -13,319 -36%
TFA
538
Transamerica Financial Advisors
Florida
$3.63M +$1M +6,500 +38%
TF
539
Theory Financial
Colorado
$3.63M +$146K +951 +4%
PSCM
540
Per Stirling Capital Management
Texas
$3.62M -$1.39M -9,049 -28%
WAL
541
W Advisors LLC
Tennessee
$3.58M -$470K -3,054 -12%
HC
542
Hoese & Co
Minnesota
$3.58M – – –
PJSIMP
543
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.55M +$428K +2,741 +14%
LCS
544
Levin Capital Strategies
New York
$3.54M – – –
IWM
545
IHT Wealth Management
Illinois
$3.54M +$108K +700 +3%
CFGS
546
Concourse Financial Group Securities
Alabama
$3.54M -$260K -1,688 -7%
SLWA
547
San Luis Wealth Advisors
California
$3.53M +$3.53M +22,893 New
GLA
548
Good Life Advisors
Pennsylvania
$3.5M +$157K +1,021 +5%
IFS
549
Intelligent Financial Strategies
Minnesota
$3.47M -$52.7K -342 -1%
C1AG
550
Client 1st Advisory Group
Florida
$3.46M -$18.5K -120 -0.5%
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