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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.

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
1
Wealthfront Advisers
California
$882M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$215M
3
RJA
3
Raymond James & Associates
Florida
$331M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$270M
5
AWM
5
Apollon Wealth Management
South Carolina
$39.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.39B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$474M
3
B
3
Barings
North Carolina
$0
4
Brown Advisory
4
Brown Advisory
Maryland
$158M
5
Charles Schwab
5
Charles Schwab
California
$232M
Name Market Value Shares Shares
Change 		Shares
Change %
BMM
51
Berkshire Money Management
Massachusetts
$67.5M 438,255 -34,312 -7%
Franklin Resources
52
Franklin Resources
California
$64.1M 416,214 +13,879 +3%
SF
53
Synovus Financial
Georgia
$62.5M 405,730 -26,020 -6%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$62.5M 405,543 -62,305 -13%
RA
55
Rational Advisors
New York
$62.4M 405,046 -17,079 -4%
MML Investors Services
56
MML Investors Services
Massachusetts
$61.7M 400,714 -66,321 -14%
AWS
57
Atria Wealth Solutions
New York
$61.2M 397,282 -11,803 -3%
DC
58
Davenport & Co
Virginia
$59.6M 386,872 +30,265 +8%
WA
59
Waverly Advisors
Alabama
$58.3M 378,629 +51,054 +16%
Cerity Partners
60
Cerity Partners
New York
$57.9M 376,135 +76,430 +26%
Jones Financial Companies
61
Jones Financial Companies
Missouri
$57.9M 375,782 +7,506 +2%
PAS
62
Park Avenue Securities
New York
$55.4M 359,460 +25,522 +8%
HSWM
63
Hubbell Strickland Wealth Management
Louisiana
$54.6M 354,651 -4,678 -1%
SAI
64
Systematic Alpha Investments
New Jersey
$54.4M 353,000 – –
PCMC
65
Paragon Capital Management (Colorado)
Colorado
$53.7M 348,835 +516 +0.1%
KAS
66
Kestra Advisory Services
Texas
$53.5M 347,504 -26,730 -7%
VM
67
VPR Management
Texas
$51.9M 337,085 – –
NHC
68
Nicholas Hoffman & Company
Georgia
$50.5M 327,918 +4,949 +2%
TPCW
69
TD Private Client Wealth
New York
$48.9M 317,553 +16,033 +5%
CAN
70
Cetera Advisor Networks
California
$46.6M 302,738 +25,431 +9%
CAM
71
Cresset Asset Management
Illinois
$46.5M 301,641 -60,811 -17%
3F
72
360 Financial
Minnesota
$46.2M 300,196 -64,194 -18%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$45.5M 295,707 -3,743 -1%
BPA
74
Beacon Pointe Advisors
California
$45M 292,333 +5,129 +2%
BFS
75
Bard Financial Services
Connecticut
$44.9M 291,395 +906 +0.3%
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