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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 %
FFG
951
Ford Financial Group
California
$854K +$406 +3 +0%
CF
952
Cantor Fitzgerald
New York
$850K – – –
LBC
953
Lowe Brockenbrough & Co
Virginia
$850K +$25.3K +187 +3%
VFA
954
Valeo Financial Advisors
Indiana
$847K -$352K -2,607 -29%
SS
955
Simplicity Solutions
Minnesota
$847K -$53.4K -395 -6%
CC
956
Chicago Capital
Illinois
$847K – – –
AIM
957
Avity Investment Management
Connecticut
$847K +$162K +1,200 +24%
WAM
958
WNY Asset Management
New York
$846K +$7.71K +57 +0.9%
MCM
959
Maryland Capital Management
Maryland
$841K – – –
VDI
960
Vaughan David Investments
Illinois
$841K +$270 +2 +0%
EFL
961
ERn Financial LLC
Wisconsin
$838K -$7.7K -57 -0.9%
BW
962
Bison Wealth
Georgia
$830K +$3.11K +23 +0.4%
PMFA
963
Plante Moran Financial Advisors
Michigan
$829K +$233K +1,724 +39%
MYIA
964
Mount Yale Investment Advisors
Colorado
$824K -$22.6K -167 -3%
APWM
965
Atlas Private Wealth Management
New York
$820K -$811 -6 -0.1%
DWM
966
Dopkins Wealth Management
New York
$819K – – –
GCA
967
Gradient Capital Advisors
California
$818K +$50K +370 +7%
HIF
968
Hill Island Financial
Michigan
$816K -$6.35K -47 -0.8%
TC
969
Tenret Company
Florida
$816K – – –
GG
970
Gofen & Glossberg
Illinois
$816K +$270 +2 +0%
FPGK
971
Financial Partners Group (Kansas)
Kansas
$813K -$73.9K -547 -8%
GEA
972
Glen Eagle Advisors
New Jersey
$807K -$172K -1,272 -18%
SFC
973
SYM Financial Corp
Indiana
$805K +$409K +3,027 +103%
HBW
974
Hazlett, Burt & Watson
West Virginia
$800K +$45.9K +339 +6%
QWM
975
Quaker Wealth Management
New Jersey
$797K -$64.6K -478 -7%
37 38
39
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