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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 %
IAA
826
Independent Advisor Alliance
North Carolina
$1.21M +$705K +5,216 +140%
DWT
827
Dorsey & Whitney Trust
South Dakota
$1.2M -$292K -2,159 -20%
AWM
828
Aries Wealth Management
Maine
$1.2M +$268K +1,807 +29%
ATPW
829
Ashton Thomas Private Wealth
Arizona
$1.19M +$258K +1,909 +28%
SIA
830
Sage Investment Advisers
New York
$1.19M +$366K +2,711 +45%
DC
831
Darrow Company
Massachusetts
$1.18M -$676 -5 -0.1%
LWCFA
832
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.18M – – –
NCM
833
Novare Capital Management
North Carolina
$1.18M -$131K -971 -10%
FNBT
834
FineMark National Bank & Trust
Florida
$1.17M -$487K -3,602 -29%
SEIA
835
Signature Estate & Investment Advisors
California
$1.17M -$2.43K -18 -0.2%
BFO
836
Biltmore Family Office
North Carolina
$1.15M – – –
ARC
837
Advisor Resource Council
Texas
$1.15M -$12.5M -92,366 -92%
MWM
838
Moulton Wealth Management
Washington
$1.15M -$123K -911 -10%
BWM
839
BNC Wealth Management
Oregon
$1.15M +$462K +3,416 +67%
MPW
840
Monterey Private Wealth
California
$1.15M -$52.5K -383 -4%
MTWM
841
Masso Torrence Wealth Management
New Jersey
$1.15M -$13.1K -97 -1%
RWA
842
RGT Wealth Advisors
Texas
$1.15M -$467K -3,458 -29%
SAM
843
Smithbridge Asset Management
Pennsylvania
$1.14M – – –
MGIA
844
Moneta Group Investment Advisors
Missouri
$1.14M -$73.5K -544 -6%
AA
845
Advisory Alpha
Michigan
$1.12M -$75.7K -560 -6%
First Manhattan
846
First Manhattan
New York
$1.12M -$42.8K -317 -4%
SYBT
847
Stock Yards Bank & Trust
Kentucky
$1.12M +$70.3K +520 +7%
AFG
848
Albion Financial Group
Utah
$1.12M -$2.29M -16,964 -67%
ICM
849
IMS Capital Management
Oregon
$1.12M +$134K +992 +14%
FCA
850
FinTrust Capital Advisors
South Carolina
$1.12M +$182K +1,287 +19%
32 33
34
35 36