VIG icon

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 %
PFP
726
Pinnacle Financial Partners
Tennessee
$1.94M -$84.1K -546 -4%
IIC
727
Ironwood Investment Counsel
Arizona
$1.94M +$344K +2,235 +22%
RGC
728
Roberts, Glore & Co
Illinois
$1.93M +$73.2K +475 +4%
WBCM
729
Wilson & Boucher Capital Management
California
$1.91M -$63K -409 -3%
BB
730
Busey Bank
Illinois
$1.91M -$154 -1 -0%
CGA
731
Crescent Grove Advisors
Illinois
$1.91M – – –
SWA
732
Sax Wealth Advisors
New Jersey
$1.9M +$37.1K +241 +2%
BCMLT
733
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.9M -$178K -1,154 -9%
ACA
734
Atlas Capital Advisors
Wyoming
$1.89M -$144K -936 -7%
CM
735
Cornerstone Management
Georgia
$1.89M -$723K -4,692 -28%
GWM
736
Geneos Wealth Management
Colorado
$1.87M -$349K -2,269 -16%
MC
737
Miramar Capital
Illinois
$1.86M -$89.3K -580 -5%
FCI
738
Financial Counselors Inc
Kansas
$1.86M +$73.8K +479 +4%
SAM
739
Secure Asset Management
Michigan
$1.85M -$41.7K -271 -2%
SFS
740
Sowell Financial Services
Arkansas
$1.84M -$1.09M -7,074 -37%
ACM
741
Advisors Capital Management
New Jersey
$1.83M +$60.2K +391 +3%
PSP
742
Principal Street Partners
Tennessee
$1.83M +$9.09K +59 +0.5%
HCM
743
Hall Capital Management
Rhode Island
$1.83M +$62.5K +406 +4%
PNC
744
Park National Corp
Ohio
$1.82M -$6.31K -41 -0.3%
PIA
745
Perennial Investment Advisors
California
$1.81M +$976K +6,336 +117%
RC
746
Roundview Capital
New Jersey
$1.81M +$424K +2,754 +31%
CWP
747
Curated Wealth Partners
California
$1.81M -$20.8K -135 -1%
PGWM
748
Pitti Group Wealth Management
New York
$1.81M +$8.16K +53 +0.5%
PHS
749
Pekin Hardy Strauss
Illinois
$1.81M -$45.9K -298 -2%
B
750
Bridgeworth
Alabama
$1.81M +$33.6K +218 +2%
28 29
30
31 32