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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 %
CCP
676
Corient Capital Partners
California
$2.34M +$188K +1,162 +9%
RGC
677
Roberts, Glore & Co
Illinois
$2.33M -$32.4K -200 -1%
TCMP
678
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.33M +$331K +2,038 +17%
E
679
Ergoteles
New York
$2.32M +$2.32M +14,299 New
AF
680
Affiance Financial
Minnesota
$2.31M -$46.4K -286 -2%
LIA
681
LBMC Investment Advisors
Tennessee
$2.3M +$811 +5 +0%
PCA
682
Permit Capital Advisors
Pennsylvania
$2.3M +$2.3M +14,049 New
SWA
683
Sax Wealth Advisors
New Jersey
$2.27M -$95.5K -589 -4%
ZF
684
Zhang Financial
Michigan
$2.26M +$164K +1,010 +8%
MA
685
MUFG Americas
New York
$2.26M +$75.1K +463 +3%
CFA
686
CWS Financial Advisors
Michigan
$2.25M +$346K +2,136 +18%
CHA
687
Carmichael Hill & Associates
Maryland
$2.24M +$42K +259 +2%
CAN
688
Claraphi Advisory Network
United States
$2.22M -$363K -2,239 -14%
VHAM
689
Van Hulzen Asset Management
California
$2.21M -$194K -1,196 -8%
AIP
690
Almanack Investment Partners
Pennsylvania
$2.21M -$153K -946 -6%
VR
691
Viridian RIA
Washington
$2.2M -$2.33M -13,559 Closed
AWM
692
Avior Wealth Management
Nebraska
$2.19M -$103K -634 -4%
LWAC
693
Laurel Wealth Advisors (California)
California
$2.18M -$716K -4,415 -25%
CA
694
CGN Advisors
Kansas
$2.17M +$260K +1,601 +14%
SSB
695
Sandy Spring Bank
Maryland
$2.16M +$836K +5,157 +63%
TWM
696
Tradition Wealth Management
Minnesota
$2.16M -$31.8K -196 -1%
SAM
697
Secure Asset Management
Michigan
$2.15M -$310K -1,913 -13%
RWM
698
Ritholtz Wealth Management
New York
$2.15M -$7.78K -48 -0.4%
9WM
699
9258 Wealth Management
Ohio
$2.14M +$162 +1 +0%
LP
700
LGL Partners
Pennsylvania
$2.14M +$9.24K +57 +0.4%
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