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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 %
USCWA
701
U.S. Capital Wealth Advisors
Texas
$1.74M -$296K -2,186 -15%
SA
702
SRH Advisors
Kansas
$1.73M +$52.2K +386 +3%
RRA
703
Round Rock Advisors
Connecticut
$1.71M -$30.7K -227 -2%
VFPI
704
Vantage Financial Partners (Illinois)
Illinois
$1.71M +$183K +1,355 +12%
HWM
705
Horizon Wealth Management
Illinois
$1.71M -$240K -1,773 -12%
GWM
706
Geneos Wealth Management
Colorado
$1.71M -$1.47M -10,907 -46%
SFS
707
Sowell Financial Services
Arkansas
$1.71M -$128K -950 -7%
BB
708
Busey Bank
Illinois
$1.7M – – –
SAM
709
Secure Asset Management
Michigan
$1.69M -$43.5K -322 -3%
CGA
710
Crescent Grove Advisors
Illinois
$1.67M +$741K +5,481 +79%
MGIA
711
Matthew Goff Investment Advisor
Texas
$1.67M -$14.1K -104 -0.8%
RFA
712
Resurgent Financial Advisors
Georgia
$1.67M +$181K +1,341 +12%
SFS
713
Strategic Financial Services
New York
$1.66M -$292K -2,160 -15%
JCM
714
Jag Capital Management
Missouri
$1.66M -$12.6K -93 -0.8%
GC
715
Grimes & Company
Massachusetts
$1.64M -$7.03K -52 -0.4%
CA
716
CGN Advisors
Kansas
$1.64M -$226K -1,673 -12%
RGC
717
Roberts, Glore & Co
Illinois
$1.63M -$333K -2,460 -17%
TAM
718
Tocqueville Asset Management
New York
$1.63M +$40.7K +301 +3%
PHS
719
Pekin Hardy Strauss
Illinois
$1.62M -$8.78K -65 -0.5%
GA
720
Greytown Advisors
Florida
$1.61M – – –
GL
721
Graypoint LLC
New York
$1.61M +$1.03M +7,620 +177%
AWM
722
Axxcess Wealth Management
California
$1.61M -$157K -1,162 -9%
HGERS
723
Householder Group Estate & Retirement Specialist
Arizona
$1.59M -$22K -163 -1%
PSP
724
Principal Street Partners
Tennessee
$1.59M +$7.84K +58 +0.5%
CCA
725
Conservest Capital Advisors
Pennsylvania
$1.59M -$1.16M -8,105 Closed
27 28
29
30 31