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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 %
BJL
651
Brighton Jones LLC
Washington
$2.47M -$770K -5,001 -24%
AAG
652
Armstrong Advisory Group
Massachusetts
$2.46M -$49K -318 -2%
PB
653
Pinnacle Bancorp
Nebraska
$2.46M -$17.4K -113 -0.7%
WFA
654
Wellspring Financial Advisors
Ohio
$2.46M +$2K +13 +0.1%
TFO
655
Tarbox Family Office
California
$2.46M – – –
CCA
656
Conservest Capital Advisors
Pennsylvania
$2.46M +$517K +3,357 +27%
BFA
657
Beacon Financial Advisory
Ohio
$2.46M +$9.7K +63 +0.4%
TA
658
TrueWealth Advisors
Alabama
$2.45M -$941K -6,107 -28%
NSB
659
Norway Savings Bank
Maine
$2.45M +$144K +938 +6%
SFG
660
Sunburst Financial Group
Alabama
$2.44M -$5.54K -36 -0.2%
VHAM
661
Van Hulzen Asset Management
California
$2.44M -$31.6K -205 -1%
TFA
662
Tobias Financial Advisors
Florida
$2.44M -$150K -975 -6%
WAG
663
Winthrop Advisory Group
Massachusetts
$2.43M -$51.4K -334 -2%
LWMNY
664
Landmark Wealth Management (New York)
New York
$2.41M +$432K +2,803 +22%
WOSD
665
WFA of San Diego
California
$2.41M +$87.3K +567 +4%
SHFA
666
SC&H Financial Advisors
Maryland
$2.41M -$60.2K -391 -2%
LSA
667
Lansing Street Advisors
Pennsylvania
$2.41M -$30.8K -200 -1%
FT
668
Fiduciary Trust
Massachusetts
$2.39M +$283K +1,835 +13%
RG
669
Retirement Group
California
$2.38M -$10.2K -66 -0.4%
CNBTD
670
Citizens National Bank Trust Department
Mississippi
$2.35M -$22.3K -145 -0.9%
AP
671
Advisors Preferred
Maryland
$2.33M -$3.85M -24,829 -62%
RW
672
RVW Wealth
California
$2.32M -$191K -1,239 -8%
PVAMC
673
PPS&V Asset Management Consultants
Michigan
$2.32M +$54.2K +352 +2%
NWMG
674
National Wealth Management Group
Ohio
$2.32M -$242K -1,560 -9%
GC
675
Grimes & Company
Massachusetts
$2.32M +$12.3K +80 +0.5%
25 26
27
28 29