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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 %
KLI
926
Kelman-Lazarov Inc
Tennessee
$1.1M -$3.08K -20 -0.3%
LPIC
927
LeJeune Puetz Investment Counsel
Michigan
$1.1M +$15.4K +100 +1%
HWM
928
Horizon Wealth Management
Illinois
$1.1M -$669K -4,347 -38%
NF
929
Norwood Financial
Pennsylvania
$1.09M -$40K -260 -4%
MWAM
930
Manhattan West Asset Management
California
$1.09M – – –
TDC
931
Thompson Davis & Co
Virginia
$1.08M +$77.9K +506 +8%
BL
932
BFSG LLC
California
$1.08M +$16.9K +110 +2%
NFG
933
Nadler Financial Group
Illinois
$1.08M +$93.9K +610 +10%
RRCM
934
Rappaport Reiches Capital Management
Illinois
$1.07M – – –
WSTAM
935
Wilbanks Smith & Thomas Asset Management
Virginia
$1.07M -$302K -1,959 -22%
TCA
936
Trifecta Capital Advisors
Illinois
$1.07M +$23.1K +150 +2%
CNB
937
Camden National Bank
Maine
$1.07M -$87.2K -566 -8%
SIA
938
Schechter Investment Advisors
Michigan
$1.07M +$106K +685 +11%
SHGA
939
Sand Hill Global Advisors
California
$1.07M -$21.7K -141 -2%
MWP
940
Madison Wealth Partners
Wisconsin
$1.07M -$8.78K -57 -0.8%
WMG
941
WESCAP Management Group
California
$1.06M -$12.2K -79 -1%
RT
942
Rockland Trust
Massachusetts
$1.06M -$590K -3,830 -36%
OCM
943
Objective Capital Management
Ohio
$1.05M +$1.69K +11 +0.2%
CAMG
944
CWA Asset Management Group
Florida
$1.05M +$653K +4,241 +163%
MPWT
945
MassMutual Private Wealth & Trust
Connecticut
$1.05M -$483K -3,135 -32%
PWMAG
946
Pinnacle Wealth Management Advisory Group
New Jersey
$1.05M +$280K +1,818 +37%
MLFP
947
MPS Loria Financial Planners
Illinois
$1.05M -$22.9K -149 -2%
SCI
948
Stableford Capital II
Arizona
$1.04M +$1.04M +6,843 New
SB
949
Simmons Bank
Arkansas
$1.04M +$10K +65 +1%
BC
950
Barrett & Company
Rhode Island
$1.03M +$1.23K +8 +0.1%
36 37
38
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