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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,785 hedge funds and large institutions have $64.4B invested in Vanguard Dividend Appreciation ETF in 2022 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 686 increasing their positions, 594 reducing their positions, and 54 closing their positions.

Holders
1,785
Holders Change
+149
Holders Change %
+9.11%
% of All Funds
28.8%
Holding in Top 10
265
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+13.73%
% of All Funds
4.28%
New
243
Increased
686
Reduced
594
Closed
54
Calls
$210M
Puts
$60.5M
Net Calls
+$150M
Net Calls Change
+$7.94M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.23B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$642M
3
Wells Fargo
3
Wells Fargo
California
$1.62B
4
Mariner
4
Mariner
Kansas
$204M
5
UBS Group
5
UBS Group
Switzerland
$960M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$35.7B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$767M
3
VWM
3
Venturi Wealth Management
Texas
$3.37M
4
AL
4
Aspiriant LLC
California
$149M
5
TF
5
Trek Financial
Arizona
$5.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
51
Annex Advisory Services
Wisconsin
$71.8M 473,013 +4,711 +1%
BMM
52
Berkshire Money Management
Massachusetts
$71.8M 472,567 -19,220 -4%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$71M 467,848 +29,775 +7%
MML Investors Services
54
MML Investors Services
Massachusetts
$70.9M 467,035 +14,666 +3%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$67.6M 444,885 -36,683 -8%
SF
56
Synovus Financial
Georgia
$65.6M 431,750 -1,276 -0.3%
RA
57
Rational Advisors
New York
$64.1M 422,125 -76,131 -15%
PFO
58
Pathstone Family Office
New Jersey
$63.3M 452,980 +20,748 +5%
AWS
59
Atria Wealth Solutions
New York
$62.1M 409,085 +30,264 +8%
Franklin Resources
60
Franklin Resources
California
$61.1M 402,335 +5,557 +1%
KAS
61
Kestra Advisory Services
Texas
$56.8M 374,234 +44,198 +13%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$55.9M 368,276 +7,225 +2%
HSWM
63
Hubbell Strickland Wealth Management
Louisiana
$54.6M 359,329 +3,203 +0.9%
DC
64
Davenport & Co
Virginia
$54.2M 356,607 +24,406 +7%
SAI
65
Systematic Alpha Investments
New Jersey
$53.6M 353,000 – –
PCMC
66
Paragon Capital Management (Colorado)
Colorado
$52.9M 348,319 +1,830 +0.5%
CAM
67
Cresset Asset Management
Illinois
$51.9M 362,452 +44,383 +14%
VM
68
VPR Management
Texas
$51.2M 337,085 – –
PAS
69
Park Avenue Securities
New York
$50.7M 333,938 +11,446 +4%
WA
70
Waverly Advisors
Alabama
$49.7M 327,575 +9,259 +3%
3F
71
360 Financial
Minnesota
$49.3M 364,390 – –
PWP
72
Principle Wealth Partners
Connecticut
$49M 322,990 +1,282 +0.4%
NHC
73
Nicholas Hoffman & Company
Georgia
$49M 322,969 +6,536 +2%
PS
74
Portfolio Strategies
New York
$47.4M 312,532 +312,332 +156,166%
TPCW
75
TD Private Client Wealth
New York
$45.8M 301,520 +735 +0.2%
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