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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 %
CB
901
Community Bank
New York
$1.17M – – –
OWM
902
OneAscent Wealth Management
Alabama
$1.15M -$29.1K -189 -2%
Neuberger Berman Group
903
Neuberger Berman Group
New York
$1.15M +$289K +1,875 +34%
PTC
904
Private Trust Company
Ohio
$1.15M -$2K -13 -0.2%
JWCA
905
J.W. Coons Advisors
Ohio
$1.15M -$4.93K -32 -0.4%
AWM
906
Angeles Wealth Management
California
$1.15M – – –
BAG
907
Bridgewealth Advisory Group
California
$1.15M -$68.7K -446 -6%
NRA
908
NSI Retail Advisors
Pennsylvania
$1.15M – – –
WA
909
WBH Advisory
Maryland
$1.14M +$1.14M +7,421 New
IW
910
Imprint Wealth
South Carolina
$1.14M +$1.14M +7,395 New
HA
911
Herold Advisors
New York
$1.13M +$453K +2,944 +67%
PCA
912
Pallas Capital Advisors
Massachusetts
$1.13M +$632K +4,030 +127%
EA
913
Emerald Advisors
Washington
$1.13M +$90.1K +585 +9%
GCM
914
Gallacher Capital Management
Colorado
$1.12M -$91.2K -592 -8%
AWP
915
Abacus Wealth Partners
California
$1.12M – – –
TC
916
TownSquare Capital
Utah
$1.11M -$159K -1,031 -13%
PBF
917
Petix & Botte Financial
California
$1.11M +$1.11M +7,212 New
EHC
918
Everett Harris & Co
California
$1.11M -$23.1K -150 -2%
AIA
919
Alera Investment Advisors
Illinois
$1.11M -$28.5K -185 -3%
SWM
920
Silverlake Wealth Management
Vermont
$1.11M -$20.9K -136 -2%
ATC
921
Argent Trust Co
Tennessee
$1.1M – – –
ONSWM
922
Old North State Wealth Management
North Carolina
$1.1M +$5.24K +34 +0.5%
MFG
923
Merit Financial Group
Georgia
$1.1M -$57.8K -375 -5%
LCM
924
Logan Capital Management
Pennsylvania
$1.1M -$3.85K -25 -0.3%
NWA
925
Navis Wealth Advisors
New York
$1.1M +$2.93K +19 +0.3%
35 36
37
38 39