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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 %
MWM
801
Moulton Wealth Management
Washington
$1.53M -$3.37M -20,719 -69%
AIP
802
Ahrens Investment Partners
Louisiana
$1.53M -$3.41K -21 -0.2%
CFD
803
Creative Financial Designs
Indiana
$1.52M +$315K +1,940 +26%
EBSAM
804
Eubel Brady & Suttman Asset Management
Ohio
$1.52M +$7.3K +45 +0.5%
NCM
805
New Capital Management
Texas
$1.51M – – –
NCM
806
Novare Capital Management
North Carolina
$1.5M +$238K +1,468 +19%
ECG
807
EPIQ Capital Group
California
$1.49M +$3.73K +23 +0.3%
DWT
808
Dorsey & Whitney Trust
South Dakota
$1.49M -$722K -4,452 -33%
Vontobel Holding
809
Vontobel Holding
Switzerland
$1.49M +$243K +1,499 +20%
M
810
MOTCO
Texas
$1.49M -$2.76K -17 -0.2%
VFA
811
Valeo Financial Advisors
Indiana
$1.49M +$38.7K +239 +3%
GWCM
812
Godshalk Welsh Capital Management
Pennsylvania
$1.48M -$70.5K -435 -5%
SBH
813
Segall Bryant & Hamill
Illinois
$1.48M +$1.48M +9,132 New
MA
814
MONECO Advisors
Connecticut
$1.47M -$94.4K -582 -6%
GP
815
Greenline Partners
New York
$1.46M – – –
MTWM
816
Masso Torrence Wealth Management
New Jersey
$1.45M -$50.9K -314 -3%
DC
817
Darrow Company
Massachusetts
$1.42M -$19.6K -121 -1%
MWM
818
Mission Wealth Management
California
$1.42M -$128K -788 -8%
LWCFA
819
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.42M -$111K -683 -7%
TA
820
TFG Advisers
Michigan
$1.42M -$13.9K -86 -1%
NRA
821
NSI Retail Advisors
Pennsylvania
$1.42M – – –
ARC
822
Advisor Resource Council
Texas
$1.41M -$19M -117,391 -93%
KTA
823
Keeley-Teton Advisors
Illinois
$1.41M – – –
SAM
824
Smithbridge Asset Management
Pennsylvania
$1.41M – – –
Betterment LLC
825
Betterment LLC
New York
$1.4M +$253K +1,563 +22%
31 32
33
34 35