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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 %
EWM
901
Empirical Wealth Management
Washington
$984K -$35.8K -265 -4%
LCM
902
Logan Capital Management
Pennsylvania
$977K -$2.03K -15 -0.2%
WF
903
Welch & Forbes
Massachusetts
$974K +$709K +5,244 +267%
FPAS
904
Focus Partners Advisor Solutions
Missouri
$968K +$555K +4,109 +135%
AWP
905
Abacus Wealth Partners
California
$965K +$965K +7,140 New
BL
906
BFSG LLC
California
$961K – – –
MLFP
907
MPS Loria Financial Planners
Illinois
$960K -$20.7K -153 -2%
CHP
908
Cable Hill Partners
Oregon
$959K -$67.6K -500 -7%
MWAM
909
Manhattan West Asset Management
California
$957K -$8.52K -63 -0.9%
VV
910
Verity & Verity
South Carolina
$955K -$290K -2,146 -23%
CWM
911
Cranbrook Wealth Management
Michigan
$949K – – –
CAAM
912
Cornerstone Advisors Asset Management
Pennsylvania
$948K +$105K +778 +12%
MWP
913
Madison Wealth Partners
Wisconsin
$947K -$37.9K -280 -4%
NWA
914
Navis Wealth Advisors
New York
$947K +$2.7K +20 +0.3%
LPIC
915
LeJeune Puetz Investment Counsel
Michigan
$946K – – –
IF
916
Intrua Financial
Texas
$945K -$2.97K -22 -0.3%
TC
917
Trust Company
Kansas
$944K – – –
RRCM
918
Rappaport Reiches Capital Management
Illinois
$943K – – –
FB
919
First Bancorp
Maine
$940K -$18.9K -140 -2%
WMG
920
WESCAP Management Group
California
$938K – – –
YIA
921
YHB Investment Advisors
Connecticut
$938K +$10.1K +75 +1%
NFG
922
Nadler Financial Group
Illinois
$937K – – –
EA
923
Emerald Advisors
Washington
$937K +$16.6K +123 +2%
PCM
924
Piedmont Capital Management
Montana
$934K -$112K -820 -11%
BOTW
925
Bank of the West
California
$931K – – –
35 36
37
38 39