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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 %
LHEI
576
Leo H. Evart Inc
California
$3.18M -$280K -1,821 -8%
BOH
577
Bank of Hawaii
Hawaii
$3.17M – – –
AC
578
Avant Capital
Louisiana
$3.16M +$33.3K +216 +1%
SWPG
579
Strategic Wealth Partners Group
Illinois
$3.16M +$589K +3,801 +23%
WSFS
580
Wilmington Savings Fund Society
Delaware
$3.13M -$136K -880 -4%
FMII
581
Farmers & Merchants Investments Inc
Nebraska
$3.13M +$68.4K +444 +2%
BAM
582
BTS Asset Management
Massachusetts
$3.12M -$111K -720 -3%
NAMP
583
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.11M +$129K +840 +4%
LNWWM
584
Laird Norton Wetherby Wealth Management
California
$3.11M +$331K +2,151 +12%
MFA
585
Mayflower Financial Advisors
Massachusetts
$3.11M -$33.9K -220 -1%
KeyBank National Association
586
KeyBank National Association
Ohio
$3.1M -$43.4K -282 -1%
GA
587
Greenspring Advisors
Maryland
$3.1M +$96.4K +626 +3%
BFA
588
Benedict Financial Advisors
Georgia
$3.07M +$23.7K +154 +0.8%
CPC
589
Consolidated Planning Corp
Georgia
$3.07M +$33K +214 +1%
RWMH
590
Riverpoint Wealth Management Holdings
Illinois
$3.06M +$2.77K +18 +0.1%
CAM
591
Columbia Asset Management
Michigan
$3.06M +$77.9K +506 +3%
OAM
592
Occidental Asset Management
California
$3.05M -$867K -5,631 -22%
CAAM
593
Cornerstone Advisors Asset Management
Pennsylvania
$3.04M +$1.71M +11,105 +128%
KWM
594
Kaydan Wealth Management
Michigan
$3.04M -$119K -770 -4%
CA
595
CSM Advisors
Pennsylvania
$3.02M – – –
CB
596
Commerce Bank
Missouri
$3.02M -$10.8K -70 -0.4%
KJWM
597
Kiley Juergens Wealth Management
Washington
$3.01M +$354K +2,296 +13%
VWA
598
V Wealth Advisors
Kansas
$3.01M +$127K +827 +4%
LCM
599
Lewis Capital Management
California
$3M -$122K -789 -4%
CAM
600
CPA Asset Management
Florida
$3M -$426K -2,769 -12%
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