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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 %
SB
551
Strategic Blueprint
Georgia
$3.44M +$162K +1,054 +5%
PWMG
552
Pinnacle Wealth Management Group
Michigan
$3.43M -$29K -188 -0.8%
FWM
553
Forza Wealth Management
Florida
$3.4M +$924 +6 +0%
MWM
554
Meridian Wealth Management
Kentucky
$3.4M -$40.7K -264 -1%
FMN
555
Financial Management Network
California
$3.37M -$139K -900 -4%
BEC
556
Blue Edge Capital
Virginia
$3.37M -$154K -998 -4%
JBA
557
Johnson Bixby & Associates
Washington
$3.37M -$41.7K -271 -1%
CF
558
Centaurus Financial
California
$3.37M -$127K -822 -4%
FGG
559
Financial Guidance Group
Florida
$3.36M -$91.6K -595 -3%
Empower Advisory Group
560
Empower Advisory Group
Colorado
$3.36M +$3.36M +21,693 New
BAM
561
Belpointe Asset Management
Nevada
$3.36M -$578K -3,753 -15%
VCA
562
Verdence Capital Advisors
Maryland
$3.36M +$195K +1,263 +6%
TVWM
563
Tower View Wealth Management
Wisconsin
$3.34M -$4.31K -28 -0.1%
BIA
564
Bell Investment Advisors
California
$3.32M +$4.16K +27 +0.1%
MWM
565
Mascoma Wealth Management
New Hampshire
$3.32M -$720K -4,567 -18%
TFGT
566
TS Financial Group (TSFG)
Illinois
$3.32M -$152K -990 -4%
Thrivent Financial for Lutherans
567
Thrivent Financial for Lutherans
Minnesota
$3.31M -$1.21M -7,915 -27%
JFG
568
Jefferies Financial Group
New York
$3.25M -$447K -2,901 -12%
COCM
569
Charter Oak Capital Management
New Hampshire
$3.25M +$89.9K +584 +3%
FCP
570
Fidelis Capital Partners
Florida
$3.24M +$1.27M +8,109 +64%
CIM
571
Corda Investment Management
Texas
$3.23M -$41.1K -267 -1%
FNBOMD
572
First National Bank of Mount Dora
Florida
$3.23M – – –
ACP
573
Aviance Capital Partners
Florida
$3.2M +$306K +1,984 +11%
FHC
574
First Heartland Consultants
Missouri
$3.18M +$219K +1,424 +7%
WFPG
575
Waller Financial Planning Group
Ohio
$3.18M -$110K -714 -3%
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