VIG icon

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 %
PFA
751
Pettinga Financial Advisors
Indiana
$1.77M -$28.4K -175 -2%
WB
752
WesBanco Bank
West Virginia
$1.76M +$851K +5,250 +94%
CA
753
Continuum Advisory
Idaho
$1.75M – – –
B
754
Bridgeworth
Alabama
$1.75M -$115K -710 -6%
MWM
755
Meridian Wealth Management
Kentucky
$1.75M +$125K +769 +8%
DDC
756
DF Dent & Co
Maryland
$1.75M +$3.24K +20 +0.2%
SI
757
Saxon Interests
Texas
$1.75M +$4.54K +28 +0.3%
IIC
758
Ironwood Investment Counsel
Arizona
$1.74M -$15.4K -95 -0.9%
EWM
759
Empirical Wealth Management
Washington
$1.74M +$408K +2,514 +31%
VV
760
Verity & Verity
South Carolina
$1.74M +$707K +4,358 +69%
MIM
761
Moseley Investment Management
Florida
$1.73M -$662K -4,082 -28%
GIA
762
Gladstone Institutional Advisory
Florida
$1.73M +$691K +4,261 +66%
VFPI
763
Vantage Financial Partners (Illinois)
Illinois
$1.72M -$290K -1,790 -14%
RFA
764
Resurgent Financial Advisors
Georgia
$1.71M +$197K +1,215 +13%
FCI
765
Financial Counselors Inc
Kansas
$1.71M -$149K -921 -8%
EP
766
Eudaimonia Partners
Tennessee
$1.71M +$1.71M +10,544 New
SAA
767
Southeast Asset Advisors
Georgia
$1.71M +$162 +1 +0%
BCFS
768
Butensky & Cohen Financial Security
Florida
$1.71M +$44.4K +274 +3%
WCFA
769
Walkner Condon Financial Advisors
Wisconsin
$1.71M -$292K -1,804 -15%
HCM
770
Hall Capital Management
Rhode Island
$1.71M +$102K +626 +6%
DSC
771
Duncker Streett & Co
Missouri
$1.7M -$676K -4,167 -28%
HCMT
772
Highland Capital Management (Tennessee)
Tennessee
$1.7M -$327K -2,019 -16%
WFM
773
Wolff Financial Management
Michigan
$1.68M -$11.8K -73 -0.7%
JFGIW
774
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.67M -$601K -3,703 -26%
LNWWM
775
Laird Norton Wetherby Wealth Management
California
$1.67M +$6.81K +42 +0.4%
29 30
31
32 33