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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 %
First Manhattan
851
First Manhattan
New York
$1.32M +$174K +1,133 +15%
ICM
852
IMS Capital Management
Oregon
$1.32M – – –
DWT
853
Dorsey & Whitney Trust
South Dakota
$1.32M -$10K -65 -0.8%
ACM
854
AUA Capital Management
Pennsylvania
$1.32M – – –
AIA
855
AIMZ Investment Advisors
California
$1.32M +$68.7K +446 +6%
MPW
856
Monterey Private Wealth
California
$1.31M +$17.7K +115 +1%
BFO
857
Biltmore Family Office
North Carolina
$1.31M – – –
WS
858
Wedbush Securities
California
$1.31M +$3.24K +21 +0.2%
AWM
859
Avior Wealth Management
Nebraska
$1.31M -$10.3K -67 -0.8%
BA
860
Bristlecone Advisors
Washington
$1.31M -$118K -769 -8%
MWM
861
Moulton Wealth Management
Washington
$1.3M -$7.44K -48 -0.6%
SAM
862
Smithbridge Asset Management
Pennsylvania
$1.3M -$4.62K -30 -0.4%
CAI
863
Capital Advisors Inc
Oklahoma
$1.29M +$460K +2,986 +55%
AFG
864
Albion Financial Group
Utah
$1.29M – – –
TWA
865
Talisman Wealth Advisors
New Jersey
$1.29M +$3.7K +24 +0.3%
CCWM
866
Cassaday & Co Wealth Management
Virginia
$1.28M -$640K -4,157 -33%
M
867
MOTCO
Texas
$1.27M -$140K -910 -10%
DC
868
Darrow Company
Massachusetts
$1.27M -$48.7K -316 -4%
HIP
869
HUB Investment Partners
Texas
$1.27M +$1.27M +8,247 New
LMKC
870
L.M. Kohn & Company
Ohio
$1.27M +$274K +1,776 +27%
PW
871
Peninsula Wealth
California
$1.26M +$3.23K +21 +0.3%
BCM
872
Bienville Capital Management
New York
$1.26M -$9.09K -59 -0.7%
BA
873
Bluesphere Advisors
Pennsylvania
$1.25M +$12.8K +83 +1%
FFS
874
Founders Financial Securities
Maryland
$1.25M -$6.47K -42 -0.5%
ECG
875
EPIQ Capital Group
California
$1.25M -$4K -26 -0.3%
33 34
35
36 37