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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,713 hedge funds and large institutions have $28.6B invested in Vanguard Dividend Appreciation ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 747 increasing their positions, 578 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
–
Holders Change %
0%
% of All Funds
27.11%
Holding in Top 10
233
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-3.72%
% of All Funds
3.69%
New
107
Increased
747
Reduced
578
Closed
82
Calls
$98.7M
Puts
$149M
Net Calls
-$50.7M
Net Calls Change
-$97.6M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$366M
2
CG
Colony Group
Massachusetts
+$66.6M
3
Creative Planning
Creative Planning
Kansas
+$57.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$55.9M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$51.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$521M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$328M
3
MGIA
Matthew Goff Investment Advisor
Texas
-$113M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$91.7M
5
NEPWA
New England Private Wealth Advisors
Massachusetts
-$86.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
726
IBEX Wealth Advisors
New Jersey
$1.95M -$124K -766 -6%
TAM
727
Townsend Asset Management
North Carolina
$1.95M +$77.5K +478 +4%
PFP
728
Pinnacle Financial Partners
Tennessee
$1.94M -$79.9K -493 -4%
GA
729
Greytown Advisors
Florida
$1.93M – – –
PHS
730
Pekin Hardy Strauss
Illinois
$1.93M -$215K -1,323 -10%
PCM
731
Parsons Capital Management
Rhode Island
$1.91M +$94.7K +584 +5%
JCM
732
Jag Capital Management
Missouri
$1.91M +$70.9K +482 +4%
CCA
733
Childress Capital Advisors
Texas
$1.9M – – –
TAM
734
Tocqueville Asset Management
New York
$1.9M +$162 +1 +0%
PSP
735
Principal Street Partners
Tennessee
$1.89M +$8.11K +50 +0.4%
PCI
736
Planning Center Inc
Illinois
$1.89M +$3.73K +23 +0.2%
PGWM
737
Pitti Group Wealth Management
New York
$1.89M +$284K +1,749 +18%
CIAS
738
Capital Investment Advisory Services
North Carolina
$1.88M -$545K -3,362 -22%
MWA
739
Monograph Wealth Advisors
California
$1.88M -$454K -2,803 -19%
NSB
740
Norway Savings Bank
Maine
$1.87M +$423K +2,608 +29%
FNBT
741
FineMark National Bank & Trust
Florida
$1.86M -$144K -885 -7%
FFWM
742
Future Financial Wealth Management
Ohio
$1.85M +$28.4K +175 +2%
RMCM
743
Reynders McVeigh Capital Management
Massachusetts
$1.85M -$21.4K -132 -1%
RWA
744
Ropes Wealth Advisors
Massachusetts
$1.83M +$17.7K +109 +1%
WKWM
745
Walter & Keenan Wealth Management
Indiana
$1.82M +$50K +308 +3%
EA
746
Eudaimonia Advisors
Tennessee
$1.81M +$4.22K +26 +0.2%
SCM
747
Southport Capital Management
Tennessee
$1.79M -$241K -1,487 -12%
WCM
748
Windham Capital Management
Massachusetts
$1.78M – – –
RT
749
Rockland Trust
Massachusetts
$1.78M -$103K -637 -5%
GIM
750
Goelzer Investment Management
Indiana
$1.77M +$69.6K +429 +4%
28 29
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