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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,636 hedge funds and large institutions have $29.3B invested in Vanguard Dividend Appreciation ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 724 increasing their positions, 552 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,636
Holders Change
-43
Holders Change %
-2.56%
% of All Funds
28.29%
Holding in Top 10
233
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.69%
% of All Funds
4.03%
New
66
Increased
724
Reduced
552
Closed
81
Calls
$202M
Puts
$60.1M
Net Calls
+$142M
Net Calls Change
+$117M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$77M
2
Wells Fargo
Wells Fargo
California
+$47.8M
3
WA
Waverly Advisors
Alabama
+$43M
4
AL
Aspiriant LLC
California
+$38.6M
5
PFO
Pathstone Family Office
New Jersey
+$29.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$244M
2
PA
PFG Advisors
Arizona
-$65.5M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$50.3M
4
TF
Trek Financial
Arizona
-$40.5M
5
BMM
Berkshire Money Management
Massachusetts
-$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
751
Spreng Capital Management
Ohio
$1.49M -$444K -3,284 -23%
WCM
752
Windham Capital Management
Massachusetts
$1.49M – – –
Qube Research & Technologies (QRT)
753
Qube Research & Technologies (QRT)
United Kingdom
$1.49M +$1.49M +10,994 New
CFO
754
Collective Family Office
Pennsylvania
$1.48M +$79.9K +591 +6%
IIC
755
Ironwood Investment Counsel
Arizona
$1.45M +$8.92K +66 +0.6%
SBH
756
Segall Bryant & Hamill
Illinois
$1.45M +$213K +1,578 +17%
HI
757
Horizon Investments
North Carolina
$1.45M -$273K -2,021 -16%
RWA
758
Ropes Wealth Advisors
Massachusetts
$1.44M – – –
EA
759
Eudaimonia Advisors
Tennessee
$1.44M -$42.9K -317 -3%
WB
760
WesBanco Bank
West Virginia
$1.44M -$33.1K -245 -2%
CFCI
761
Comprehensive Financial Consultants Institutional
Indiana
$1.43M -$68.1K -489 -5%
SAA
762
Southeast Asset Advisors
Georgia
$1.42M +$135 +1 +0%
HFS
763
HBC Financial Services
Washington
$1.42M +$70.8K +524 +5%
MF
764
Meridian Financial
Massachusetts
$1.42M +$29.3K +217 +2%
HCMT
765
Highland Capital Management (Tennessee)
Tennessee
$1.41M – – –
GWCM
766
Godshalk Welsh Capital Management
Pennsylvania
$1.41M +$178K +1,320 +14%
CPFP
767
Clear Perspectives Financial Planning
Ohio
$1.41M -$99.4K -735 -7%
TAM
768
Townsend Asset Management
North Carolina
$1.41M +$3.52K +26 +0.3%
BFIM
769
Beese Fulmer Investment Management
Ohio
$1.41M +$174K +1,289 +14%
KMWM
770
Keudell/Morrison Wealth Management
Oregon
$1.41M -$10.1K -75 -0.7%
WFM
771
Wolff Financial Management
Michigan
$1.4M +$1.22K +9 +0.1%
JGCM
772
Joseph Group Capital Management
Ohio
$1.4M -$13.2K -98 -0.9%
HAIM
773
Hunter Associates Investment Management
Pennsylvania
$1.4M +$99.3K +734 +8%
CPIG
774
Chicago Partners Investment Group
Illinois
$1.39M +$547K +3,693 +65%
APW
775
Acima Private Wealth
Virginia
$1.38M – – –
29 30
31
32 33