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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 %
AFM
601
Abbot Financial Management
Massachusetts
$2.98M +$18.6K +121 +0.6%
BBWP
602
Beacon Bridge Wealth Partners
Pennsylvania
$2.96M +$96.9K +629 +3%
SSB
603
Sandy Spring Bank
Maryland
$2.96M +$1.69K +11 +0.1%
SLT
604
St Louis Trust
Missouri
$2.96M – – –
JWM
605
JGP Wealth Management
Oregon
$2.96M -$7.24K -47 -0.2%
FPAS
606
Focus Partners Advisor Solutions
Missouri
$2.96M +$1.79M +11,645 +154%
AIFAIM
607
American Institute for Advanced Investment Management
Arizona
$2.93M -$499K -3,241 -15%
WJWM
608
Williams Jones Wealth Management
New York
$2.93M +$25.3K +164 +0.9%
TC
609
Trilogy Capital
California
$2.92M -$138K -893 -4%
Financial Engines Advisors
610
Financial Engines Advisors
California
$2.91M -$133K -864 -4%
GCL
611
Gouws Capital LLC
North Carolina
$2.87M -$129K -836 -4%
TP
612
Tranquility Partners
Tennessee
$2.83M -$14.8K -96 -0.5%
JFGIW
613
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.82M -$14.6M -94,504 -84%
MCCA
614
Mill Creek Capital Advisors
Pennsylvania
$2.8M – – –
NFG
615
Nations Financial Group
Iowa
$2.79M -$16.9K -110 -0.6%
BWM
616
Baron Wealth Management
Michigan
$2.77M -$1.14M -7,407 -29%
OPS
617
Orion Portfolio Solutions
Nebraska
$2.77M +$429K +2,783 +18%
BCI
618
Brinker Capital Investments
Pennsylvania
$2.77M +$2.54M +16,484 +1,088%
PCMF
619
Private Capital Management (Florida)
Florida
$2.75M +$334K +2,167 +14%
PAMG
620
Patton Albertson Miller Group
Tennessee
$2.74M -$32.7K -212 -1%
SIC
621
Salem Investment Counselors
North Carolina
$2.73M -$85.3K -554 -3%
GWP
622
Gateway Wealth Partners
Wisconsin
$2.73M +$586K +3,806 +27%
GL
623
Graypoint LLC
New York
$2.72M +$514K +3,340 +23%
SCA
624
St. Clair Advisors
Ohio
$2.72M +$770 +5 +0%
PPP
625
Private Portfolio Partners
New Jersey
$2.71M -$45.9K -298 -2%
23 24
25
26 27