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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 %
SFA
926
Sequoia Financial Advisors
Ohio
$924K -$107K -790 -10%
OCM
927
Objective Capital Management
Ohio
$920K +$1.22K +9 +0.1%
PTC
928
Private Trust Company
Ohio
$913K -$127K -942 -12%
AWM
929
Angeles Wealth Management
California
$911K +$138K +1,024 +18%
LMKC
930
L.M. Kohn & Company
Ohio
$910K +$6.09K +45 +0.7%
CIAS
931
Capital Investment Advisory Services
North Carolina
$909K -$852K -6,307 -48%
AAM
932
Autus Asset Management
Arizona
$907K +$53.7K +397 +6%
RZH
933
Relyea Zuckerberg Hanson
Connecticut
$904K +$676 +5 +0.1%
FRA
934
Frank Rimerman Advisors
California
$900K +$676 +5 +0.1%
TA
935
TruWealth Advisors
Louisiana
$900K -$592K -4,380 -40%
SS
936
Sunbelt Securities
Texas
$899K +$70K +518 +8%
MFA
937
Morling Financial Advisors
California
$898K -$56.8K -420 -6%
JWCA
938
J.W. Coons Advisors
Ohio
$894K -$97.7K -723 -10%
MAG
939
Mayfair Advisory Group
Alabama
$894K +$57.8K +417 +7%
MSAM
940
Moloney Securities Asset Management
Missouri
$892K +$103K +762 +13%
NED
941
Nancy E. Dempze
$885K – – –
HCM
942
Highview Capital Management
Illinois
$883K – – –
EP
943
Eudaimonia Partners
Tennessee
$869K -$734K -5,436 -46%
PG
944
Patten Group
Tennessee
$869K -$19.7K -144 -2%
CHA
945
Cooper/Haims Advisors
New York
$869K – – –
SFG
946
SNS Financial Group
Minnesota
$867K -$23.3K -172 -3%
NWM
947
Northwest Wealth Management
Iowa
$858K -$6.76K -50 -0.8%
SSC
948
Syverson Strege & Co
Iowa
$856K -$60.4K -447 -7%
JCM
949
Jacobi Capital Management
Pennsylvania
$855K -$18.5K -137 -2%
WA
950
WBH Advisory
Maryland
$854K -$80.4K -595 -9%
36 37
38
39 40