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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.

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 %
MGIA
751
Matthew Goff Investment Advisor
Texas
$1.81M -$83.5K -542 -4%
CGPCS
752
Capital Group Private Client Services
California
$1.8M +$8.93K +58 +0.5%
CHJWM
753
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.79M -$152K -976 -8%
PCI
754
Planning Center Inc
Illinois
$1.78M +$4.06K +26 +0.2%
BFIM
755
Beese Fulmer Investment Management
Ohio
$1.77M +$171K +1,112 +11%
AWM
756
Aries Wealth Management
Maine
$1.75M -$22.5K -146 -1%
NFP
757
NorthLanding Financial Partners
New York
$1.75M +$4K +26 +0.2%
VFPI
758
Vantage Financial Partners (Illinois)
Illinois
$1.75M -$277K -1,798 -14%
WCM
759
Windham Capital Management
Massachusetts
$1.74M +$43.7K +284 +3%
TCM
760
Tandem Capital Management
New Jersey
$1.74M +$19.6K +127 +1%
HGERS
761
Householder Group Estate & Retirement Specialist
Arizona
$1.73M +$1.73M +11,250 New
FA
762
FC Advisory
Pennsylvania
$1.73M -$55.8K -362 -3%
CCA
763
Childress Capital Advisors
Texas
$1.72M -$77K -500 -4%
MSAM
764
Moloney Securities Asset Management
Missouri
$1.72M +$504K +3,274 +41%
TCMP
765
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.72M -$1.83K -12 -0.1%
WB
766
West Bancorporation
Iowa
$1.71M +$217K +1,411 +15%
HFS
767
HBC Financial Services
Washington
$1.71M +$3.44K +22 +0.2%
RA
768
RFG Advisory
Alabama
$1.7M -$12K -78 -0.7%
EWM
769
Evercore Wealth Management
New York
$1.66M -$616 -4 -0%
GA
770
Greytown Advisors
Florida
$1.66M -$179K -1,160 -10%
FNT
771
First National Trust
Pennsylvania
$1.65M +$69.9K +454 +4%
CCFCSB
772
Cape Cod Five Cents Savings Bank
Massachusetts
$1.64M -$27.7K -180 -2%
SAA
773
Southeast Asset Advisors
Georgia
$1.63M +$7.24K +47 +0.4%
WCFA
774
Walkner Condon Financial Advisors
Wisconsin
$1.63M +$27.1K +176 +2%
FNBT
775
FineMark National Bank & Trust
Florida
$1.63M -$27.7K -180 -2%
29 30
31
32 33