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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 %
WAM
776
Weinberger Asset Management
California
$1.63M +$20.8K +135 +1%
SFC
777
Strategic Financial Concepts
Texas
$1.62M +$1.62M +10,527 New
MF
778
Meridian Financial
Massachusetts
$1.62M +$154 +1 +0%
BF
779
BOK Financial
Oklahoma
$1.62M -$1.75M -11,341 -52%
CFCI
780
Comprehensive Financial Consultants Institutional
Indiana
$1.62M +$7.39K +48 +0.5%
CFO
781
Collective Family Office
Pennsylvania
$1.62M -$37.3K -242 -2%
EWM
782
Empirical Wealth Management
Washington
$1.62M +$25.6K +166 +2%
FCA
783
FinTrust Capital Advisors
South Carolina
$1.61M – – –
DC
784
Diametric Capital
Massachusetts
$1.61M +$1.61M +10,474 New
MAS
785
Madden Advisory Services
Florida
$1.59M -$10.6K -69 -0.7%
RIA
786
RPG Investment Advisory
California
$1.58M +$14.9K +97 +1%
KFA
787
Kelleher Financial Advisors
New York
$1.58M +$119K +771 +8%
APW
788
Acima Private Wealth
Virginia
$1.57M – – –
JIC
789
JRM Investment Counsel
Nebraska
$1.57M -$271K -1,762 -15%
SI
790
Saxon Interests
Texas
$1.57M -$85.3K -554 -5%
GIA
791
Gladstone Institutional Advisory
Florida
$1.56M -$399K -2,594 -20%
LA
792
Latitude Advisors
Florida
$1.56M +$83.5K +542 +6%
HAIM
793
Hunter Associates Investment Management
Pennsylvania
$1.56M -$43.9K -285 -3%
TAM
794
Townsend Asset Management
North Carolina
$1.54M -$59.6K -387 -4%
CWA
795
CJM Wealth Advisers
Virginia
$1.54M – – –
MA
796
MONECO Advisors
Connecticut
$1.53M +$98.7K +641 +7%
BTI
797
Blue Trust Inc
Georgia
$1.53M -$143K -942 -9%
EA
798
Eudaimonia Advisors
Tennessee
$1.52M -$116K -756 -7%
CPIG
799
Chicago Partners Investment Group
Illinois
$1.51M -$176K -1,122 -10%
TA
800
TFG Advisers
Michigan
$1.5M +$15.4K +100 +1%
30 31
32
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