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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 %
TAM
701
Tocqueville Asset Management
New York
$2.1M +$243K +1,578 +13%
AAP
702
Arax Advisory Partners
Colorado
$2.09M +$2.31K +15 +0.1%
SA
703
SRH Advisors
Kansas
$2.09M +$83.9K +545 +4%
SFA
704
Sequoia Financial Advisors
Ohio
$2.08M -$87.5K -568 -4%
BCP
705
Blue Chip Partners
Michigan
$2.08M +$5.24K +34 +0.3%
CA
706
CGN Advisors
Kansas
$2.07M -$140K -911 -6%
RWA
707
Ropes Wealth Advisors
Massachusetts
$2.07M +$136K +882 +7%
CHA
708
Carmichael Hill & Associates
Maryland
$2.06M -$18.5K -120 -0.9%
TWM
709
Tradition Wealth Management
Minnesota
$2.05M +$5.55K +36 +0.3%
9WM
710
9258 Wealth Management
Ohio
$2.05M -$770 -5 -0%
LSA
711
Lion Street Advisors
Texas
$2.04M +$2.04M +13,256 New
ATPW
712
Ashton Thomas Private Wealth
Arizona
$2.04M +$724K +4,702 +55%
MA
713
MKT Advisors
California
$2.04M +$5.86K +38 +0.3%
LRPA
714
L. Roy Papp & Associates
Arizona
$2.03M -$17.2K -112 -0.8%
RFA
715
Resurgent Financial Advisors
Georgia
$2.03M +$125K +809 +7%
SAG
716
SageView Advisory Group
California
$2.02M -$13.4K -87 -0.7%
USCWA
717
U.S. Capital Wealth Advisors
Texas
$2.02M +$123K +801 +7%
BCM
718
Becker Capital Management
Oregon
$2.01M +$2.01M +13,075 New
RMCM
719
Reynders McVeigh Capital Management
Massachusetts
$2.01M -$44.8K -291 -2%
CWM
720
Centurion Wealth Management
Virginia
$2M +$306K +1,988 +18%
Betterment LLC
721
Betterment LLC
New York
$1.99M +$236K +1,535 +13%
FPB
722
First PREMIER Bank
South Dakota
$1.95M -$46.2K -300 -2%
RRA
723
Round Rock Advisors
Connecticut
$1.95M -$15.4K -100 -0.8%
SRWM
724
Shira Ridge Wealth Management
California
$1.94M -$635K -4,126 -25%
CA
725
Continuum Advisory
Idaho
$1.94M +$223K +1,449 +13%
27 28
29
30 31