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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 %
FEG
901
Financial Enhancement Group
Indiana
$1.12M -$394K -2,429 -26%
SP
902
Successful Portfolios
Florida
$1.12M +$81.1K +500 +8%
LMKC
903
L.M. Kohn & Company
Ohio
$1.11M +$1.11M +6,813 New
WA
904
WBH Advisory
Maryland
$1.1M – – –
OCM
905
Objective Capital Management
Ohio
$1.1M +$43.3K +267 +4%
DWM
906
Darwin Wealth Management
Florida
$1.1M -$60.2K -371 -5%
AP
907
Americana Partners
Texas
$1.1M -$17.4K -111 -2%
HIF
908
Hill Island Financial
Michigan
$1.1M -$259K -1,597 -19%
BST
909
Bath Savings Trust
Maine
$1.1M +$41K +253 +4%
RZH
910
Relyea Zuckerberg Hanson
Connecticut
$1.08M +$805 +5 +0.1%
BPWM
911
Badgley Phelps Wealth Managers
Washington
$1.08M +$260K +1,601 +32%
FRA
912
Frank Rimerman Advisors
California
$1.08M -$99.6K -614 -8%
PG
913
Patten Group
Tennessee
$1.07M -$27.9K -172 -3%
CPC
914
Consolidated Planning Corp
Georgia
$1.07M – – –
SWM
915
Silverlake Wealth Management
Vermont
$1.07M -$6.81K -42 -0.6%
GKWIM
916
Gerber Kawasaki Wealth & Investment Management
California
$1.07M +$115K +707 +12%
CFIA
917
Cantor Fitzgerald Investment Advisors
New York
$1.06M – – –
NED
918
Nancy E. Dempze
$1.06M – – –
HCM
919
Highview Capital Management
Illinois
$1.06M – – –
SF
920
Safeguard Financial
Wisconsin
$1.06M +$1.06M +6,520 New
DWM
921
Dopkins Wealth Management
New York
$1.05M +$324 +2 +0%
FPGK
922
Financial Partners Group (Kansas)
Kansas
$1.05M +$2.92K +18 +0.3%
FPB
923
First PREMIER Bank
South Dakota
$1.05M +$65.1K +402 +7%
BS
924
Boenning & Scattergood
Pennsylvania
$1.05M +$93.9K +579 +10%
RIA
925
Realta Investment Advisors
Delaware
$1.05M -$350K -2,161 -25%
35 36
37
38 39