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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 %
MSA
676
Marino Stram & Associates
Massachusetts
$2.31M -$333K -2,159 -13%
CBT
677
CoreFirst Bank & Trust
Kansas
$2.31M +$1.51M +9,805 +190%
CG
678
Caprock Group
Idaho
$2.27M -$1.02M -6,640 -31%
WP
679
WealthSource Partners
California
$2.26M -$58.8K -382 -3%
BWM
680
Baystate Wealth Management
Massachusetts
$2.24M +$154K +1,001 +7%
FSA
681
Fort Sheridan Advisors
Illinois
$2.24M +$86.9K +564 +4%
CPIA
682
Cornell Pochily Investment Advisors
New York
$2.24M -$14.5K -94 -0.6%
SSWM
683
Smith Salley Wealth Management
North Carolina
$2.22M -$126K -821 -5%
PCM
684
Parsons Capital Management
Rhode Island
$2.22M -$7.7K -50 -0.3%
SM
685
Sweeney & Michel
California
$2.21M +$2.21M +14,070 New
SWM
686
SeaCrest Wealth Management
New York
$2.21M -$6.01K -39 -0.3%
OLA
687
Oliver Luxxe Assets
New Jersey
$2.2M -$22.3K -145 -1%
SIG
688
Stonegate Investment Group
Alabama
$2.2M +$10.6K +69 +0.5%
MIM
689
Moseley Investment Management
Florida
$2.19M +$99.2K +644 +5%
SCG
690
Sonata Capital Group
Washington
$2.19M -$53.9K -350 -2%
Renaissance Technologies
691
Renaissance Technologies
New York
$2.17M -$370K -2,400 -15%
AF
692
Affiance Financial
Minnesota
$2.16M -$25.3K -164 -1%
JPLA
693
Joseph P. Lucia & Associates
New York
$2.16M -$98.3K -638 -4%
SPA
694
Sentinel Pension Advisors
Massachusetts
$2.16M +$28.9K +187 +1%
BAM
695
BOS Asset Management
Illinois
$2.16M -$1.17M -7,579 -35%
STA
696
Summit Trail Advisors
New York
$2.15M +$1.61M +10,483 +302%
PFA
697
Pathway Financial Advisers
Indiana
$2.13M +$198K +1,284 +10%
HIA
698
Harbor Investment Advisory
Maryland
$2.11M +$85.8K +557 +4%
LA
699
LexAurum Advisors
Kansas
$2.11M +$67.5K +438 +3%
ZF
700
Zhang Financial
Michigan
$2.1M -$233K -1,515 -10%
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