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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,713 hedge funds and large institutions have $28.6B invested in Vanguard Dividend Appreciation ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 747 increasing their positions, 578 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
–
Holders Change %
0%
% of All Funds
27.11%
Holding in Top 10
233
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-3.72%
% of All Funds
3.69%
New
107
Increased
747
Reduced
578
Closed
82
Calls
$98.7M
Puts
$149M
Net Calls
-$50.7M
Net Calls Change
-$97.6M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$366M
2
CG
Colony Group
Massachusetts
+$66.6M
3
Creative Planning
Creative Planning
Kansas
+$57.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$55.9M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$51.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$521M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$328M
3
MGIA
Matthew Goff Investment Advisor
Texas
-$113M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$91.7M
5
NEPWA
New England Private Wealth Advisors
Massachusetts
-$86.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
626
JGP Wealth Management
Oregon
$2.74M +$246K +1,512 +10%
COCM
627
Charter Oak Capital Management
New Hampshire
$2.74M +$72.5K +447 +3%
HGERS
628
Householder Group Estate & Retirement Specialist
Arizona
$2.72M -$377K -2,325 -12%
SW
629
StrongBox Wealth
Missouri
$2.72M -$185K -1,139 -6%
SIS
630
SVB Investment Services
Utah
$2.72M +$1.89M +11,645 +227%
KOMWMG
631
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.69M +$448K +2,761 +20%
B
632
Brightworth
Georgia
$2.67M +$62.9K +388 +2%
Cerity Partners
633
Cerity Partners
New York
$2.66M +$1.58M +14,970 +146%
PBF
634
Petix & Botte Financial
California
$2.65M +$1.33M +8,175 +100%
CIC
635
Cutler Investment Counsel
Oregon
$2.65M +$20.9K +129 +0.8%
LFP
636
Leeward Financial Partners
Washington
$2.64M – – –
PWMG
637
Pinnacle Wealth Management Group
Michigan
$2.61M -$1.24M -7,622 -32%
FMII
638
Farmers & Merchants Investments Inc
Nebraska
$2.61M – – –
ODIJL
639
One Day In July LLC
Vermont
$2.61M +$542K +3,341 +26%
FSA
640
Fort Sheridan Advisors
Illinois
$2.6M +$282K +1,739 +12%
BCMLT
641
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.6M +$2.6M +16,056 New
SIC
642
Salem Investment Counselors
North Carolina
$2.6M -$148K -912 -5%
JFG
643
JMG Financial Group
Illinois
$2.6M +$108K +669 +4%
BAM
644
Belpointe Asset Management
Nevada
$2.59M -$211K -1,299 -8%
TFO
645
Tarbox Family Office
California
$2.59M +$90.3K +557 +4%
BJL
646
Brighton Jones LLC
Washington
$2.58M +$159K +979 +7%
WFA
647
Wellspring Financial Advisors
Ohio
$2.58M -$92.3K -569 -3%
JPLA
648
Joseph P. Lucia & Associates
New York
$2.57M +$1.2M +7,425 +88%
WAG
649
Winthrop Advisory Group
Massachusetts
$2.56M +$95.5K +589 +4%
NEGWA
650
New England Guild Wealth Advisors
Connecticut
$2.54M +$162 +1 +0%
24 25
26
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