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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 %
JFG
626
JMG Financial Group
Illinois
$2.71M -$462 -3 -0%
PFGIA
627
Patriot Financial Group Insurance Agency
Massachusetts
$2.7M -$101K -677 -4%
AWM
628
Atticus Wealth Management
Florida
$2.7M -$159K -1,031 -6%
EWM
629
Elmwood Wealth Management
California
$2.69M -$261K -1,694 -9%
CIC
630
Cutler Investment Counsel
Oregon
$2.65M -$154 -1 -0%
EAM
631
Evanson Asset Management
California
$2.63M +$107K +696 +4%
FIA
632
Foundations Investment Advisors
Arizona
$2.62M -$1.38M -8,936 -34%
AFO
633
Arrowroot Family Office
California
$2.61M +$2.61M +16,975 New
VBWMG
634
Von Berge Wealth Management Group
California
$2.61M +$6.82K +44 +0.3%
NAS
635
Nicolet Advisory Services
Wisconsin
$2.61M -$144K -933 -5%
RFC
636
Regions Financial Corp
Alabama
$2.6M +$91.6K +595 +4%
KIA
637
KCM Investment Advisors
California
$2.6M +$3.08K +20 +0.1%
LSPW
638
Lake Street Private Wealth
Illinois
$2.59M -$13.6K -88 -0.5%
PWM
639
Perigon Wealth Management
California
$2.56M -$86.4K -561 -3%
FDDB
640
Fidelity D&D Bancorp
Pennsylvania
$2.56M +$2.56M +14,021 New
WKWM
641
Walter & Keenan Wealth Management
Indiana
$2.56M +$439K +2,852 +21%
NRI
642
NFP Retirement Inc
California
$2.55M -$127K -823 -5%
OCG
643
Opus Capital Group
Ohio
$2.55M -$71.5K -464 -3%
LW
644
Linscomb Wealth
Texas
$2.54M -$22.8K -148 -0.9%
RWIA
645
Roger Wittlin Investment Advisory
California
$2.54M +$55.6K +361 +2%
LWCFA
646
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.52M +$1.07M +6,923 +73%
LFP
647
Leeward Financial Partners
Washington
$2.51M – – –
LP
648
LGL Partners
Pennsylvania
$2.5M -$48.1K -312 -2%
LSIA
649
LaSalle St. Investment Advisors
Illinois
$2.47M +$123K +800 +5%
AFP
650
Ausdal Financial Partners
Iowa
$2.47M -$519K -3,373 -17%
24 25
26
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