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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,636 hedge funds and large institutions have $29.3B invested in Vanguard Dividend Appreciation ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 724 increasing their positions, 552 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,636
Holders Change
-43
Holders Change %
-2.56%
% of All Funds
28.29%
Holding in Top 10
233
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.69%
% of All Funds
4.03%
New
66
Increased
724
Reduced
552
Closed
81
Calls
$202M
Puts
$60.1M
Net Calls
+$142M
Net Calls Change
+$117M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$77M
2
Wells Fargo
Wells Fargo
California
+$47.8M
3
WA
Waverly Advisors
Alabama
+$43M
4
AL
Aspiriant LLC
California
+$38.6M
5
PFO
Pathstone Family Office
New Jersey
+$29.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$244M
2
PA
PFG Advisors
Arizona
-$65.5M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$50.3M
4
TF
Trek Financial
Arizona
-$40.5M
5
BMM
Berkshire Money Management
Massachusetts
-$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHFA
626
SC&H Financial Advisors
Maryland
$2.24M -$205K -1,516 -8%
LW
627
Linscomb Wealth
Texas
$2.24M +$2.16K +16 +0.1%
CIC
628
Cutler Investment Counsel
Oregon
$2.24M +$27K +200 +1%
BNP Paribas Financial Markets
629
BNP Paribas Financial Markets
France
$2.22M -$6.7M -49,585 -75%
SIC
630
Salem Investment Counselors
North Carolina
$2.22M +$12.7K +94 +0.6%
EAM
631
Evanson Asset Management
California
$2.21M +$946 +7 +0%
LSPW
632
Lake Street Private Wealth
Illinois
$2.21M +$66.9K +495 +3%
FSA
633
Fort Sheridan Advisors
Illinois
$2.21M +$29.1K +215 +1%
LFP
634
Leeward Financial Partners
Washington
$2.2M – – –
WAG
635
Winthrop Advisory Group
Massachusetts
$2.19M +$15.5K +115 +0.7%
PWM
636
Perigon Wealth Management
California
$2.18M -$50.1K -371 -2%
GB
637
Gunma Bank
Japan
$2.16M – – –
WFA
638
Wellspring Financial Advisors
Ohio
$2.16M +$1.76K +13 +0.1%
KJWM
639
Kiley Juergens Wealth Management
Washington
$2.15M -$35.4K -262 -2%
BFA
640
Beacon Financial Advisory
Ohio
$2.14M +$48.5K +359 +2%
BCMLT
641
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.14M -$159K -1,108 -7%
CNBTD
642
Citizens National Bank Trust Department
Mississippi
$2.14M -$84.5K -625 -4%
SFG
643
Sunburst Financial Group
Alabama
$2.14M -$1.22K -9 -0.1%
PCMF
644
Private Capital Management (Florida)
Florida
$2.09M +$763K +5,649 +57%
RWM
645
Ritholtz Wealth Management
New York
$2.09M +$282K +2,085 +16%
GIA
646
Guyasuta Investment Advisors
Pennsylvania
$2.08M +$9.87K +73 +0.5%
SSWM
647
Smith Salley Wealth Management
North Carolina
$2.06M -$14.7K -109 -0.7%
AWM
648
Aevitas Wealth Management
Massachusetts
$2.06M -$30.4K -225 -1%
VBWMG
649
Von Berge Wealth Management Group
California
$2.05M +$14.7K +108 +0.7%
WOSD
650
WFA of San Diego
California
$2.04M +$265K +1,959 +15%
24 25
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