VIG icon

Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,713 hedge funds and large institutions have $30.3B invested in Vanguard Dividend Appreciation ETF in 2021 Q4 according to their latest regulatory filings, with 309 funds opening new positions, 666 increasing their positions, 472 reducing their positions, and 55 closing their positions.

Holders
1,713
Holders Change
+232
Holders Change %
+15.67%
% of All Funds
26.46%
Holding in Top 10
242
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+17.48%
% of All Funds
3.74%
New
309
Increased
666
Reduced
472
Closed
55
Calls
$104M
Puts
$57.6M
Net Calls
+$46.9M
Net Calls Change
+$53.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.34B
2
HWM
2
HB Wealth Management
Georgia
$525M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$185M
4
PWP
4
Perfromance Wealth Partners
Illinois
$82M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.77B

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.17B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$811M
3
AI
3
Atria Investments
North Carolina
$4.64M
4
CG
4
Colony Group
Massachusetts
$130M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$982M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
76
BT Wealth Management
Georgia
$51.5M 300,070 +6,208 +2%
MA
77
Mosaic Advisors
Texas
$50.8M 295,909 +7,148 +2%
IC
78
IEQ Capital
California
$50.5M 294,285 -483 -0.2%
CAM
79
Cresset Asset Management
Illinois
$50.4M 293,288 +114,975 +64%
PAS
80
Park Avenue Securities
New York
$49.2M 286,307 +9,753 +4%
DWM
81
Doyle Wealth Management
Florida
$49.1M 285,642 +20,635 +8%
DC
82
Davenport & Co
Virginia
$48.9M 284,544 +22,101 +8%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$48.8M 284,401 +4,144 +1%
BO
84
BRR OpCo
Ohio
$48M 279,506 -5,085 -2%
PWP
85
Principle Wealth Partners
Connecticut
$47.5M 276,754 -20,802 -7%
BFS
86
Bard Financial Services
Connecticut
$47.2M 274,965 +7,476 +3%
EGA
87
E&G Advisors
Texas
$46.4M 270,078 -2,424 -0.9%
JFA
88
JNBA Financial Advisors
Minnesota
$45.2M 263,457 +4,619 +2%
PMG
89
ProVise Management Group
Florida
$44.8M 260,997 -5,439 -2%
ORIO
90
Old Republic International (ORI)
Illinois
$44.6M 259,500 +38,000 +17%
AP
91
Arlington Partners
Alabama
$44.5M 259,244 +34,460 +15%
AFA
92
American Financial Advisors
Georgia
$44.3M 257,969 +29,073 +13%
PA
93
Planning Alternatives
Michigan
$44.2M 257,621 -2,208 -0.8%
DADC
94
D.A. Davidson & Co
Montana
$44.1M 257,019 +106,147 +70%
HPWM
95
Highland Private Wealth Management
Washington
$43.8M 255,035 +20,990 +9%
CWM
96
Connecticut Wealth Management
Connecticut
$42.6M 248,013 -3,209 -1%
EK
97
Evensky & Katz
Florida
$41.4M 241,280 +1,321 +0.6%
NEPWA
98
New England Private Wealth Advisors
Massachusetts
$41.4M 776,665 +533,829 +220%
HTC
99
Haverford Trust Company
Pennsylvania
$40.9M 237,893 +7,149 +3%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$39.7M 231,299 +15,544 +7%
2 3
4
5 6