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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 %
IF
876
IRON Financial
Illinois
$1.25M +$924 +6 +0.1%
PFA
877
Pettinga Financial Advisors
Indiana
$1.24M -$447K -2,905 -26%
KTA
878
Keeley-Teton Advisors
Illinois
$1.24M – – –
SWP
879
Summit Wealth Partners
Florida
$1.23M +$770 +5 +0.1%
FFA
880
Farther Finance Advisors
California
$1.23M +$384K +2,496 +45%
CMBA
881
C.M. Bidwell & Associates
Hawaii
$1.23M +$3.54K +23 +0.3%
HF
882
HRT Financial
New York
$1.23M +$868K +5,638 +243%
PCS
883
Personal CFO Solutions
New Jersey
$1.22M +$308 +2 +0%
VWM
884
Venturi Wealth Management
Texas
$1.22M -$2.19M -14,246 -64%
VV
885
Verity & Verity
South Carolina
$1.22M +$13.6K +88 +1%
CWMGP
886
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.22M +$6.01K +39 +0.5%
CPRC
887
Consolidated Portfolio Review Corp
New York
$1.22M +$1.22M +7,913 New
GG
888
Gleason Group
Kentucky
$1.21M -$5.39K -35 -0.4%
GKWIM
889
Gerber Kawasaki Wealth & Investment Management
California
$1.21M -$44.4K -288 -4%
MPW
890
MA Private Wealth
California
$1.21M -$415K -2,693 -26%
PFP
891
Paragon Financial Partners
California
$1.2M +$31.1K +202 +3%
AP
892
Americana Partners
Texas
$1.2M +$154 +1 +0%
CIAS
893
Capital Investment Advisory Services
North Carolina
$1.2M +$205K +1,334 +21%
HGWM
894
Horst & Graben Wealth Management
Oregon
$1.19M +$4.16K +27 +0.4%
FCA
895
Fortis Capital Advisors
Kansas
$1.19M -$288K -1,873 -20%
VCM
896
Vivaldi Capital Management
Illinois
$1.18M -$11.9K -77 -1%
MAG
897
Mayfair Advisory Group
Alabama
$1.18M +$216K +1,388 +22%
CL
898
Choreo LLC
Illinois
$1.18M +$699K +4,538 +146%
EFG
899
Ethos Financial Group
Pennsylvania
$1.17M +$47.3K +307 +4%
TW
900
Towerpoint Wealth
California
$1.17M +$6.16K +40 +0.5%
34 35
36
37 38