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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
1
Bank of America
North Carolina
$3.27B
2
Wells Fargo
2
Wells Fargo
California
$1.36B
3
WA
3
Waverly Advisors
Alabama
$43M
4
AL
4
Aspiriant LLC
California
$181M
5
PFO
5
Pathstone Family Office
New Jersey
$58.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$114M
2
PA
2
PFG Advisors
Arizona
$16.5M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$747M
4
TF
4
Trek Financial
Arizona
$52.5M
5
BMM
5
Berkshire Money Management
Massachusetts
$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
76
Cresset Asset Management
Illinois
$43M -$867K -6,414 -2%
NHC
77
Nicholas Hoffman & Company
Georgia
$42.8M +$771K +5,704 +2%
TPCW
78
TD Private Client Wealth
New York
$40.7M -$4.08M -30,175 -9%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$39.7M +$3.2M +23,707 +9%
BFS
80
Bard Financial Services
Connecticut
$39.4M +$1.74M +12,867 +5%
BO
81
BRR OpCo
Ohio
$38.7M +$345K +2,554 +0.9%
MA
82
Mosaic Advisors
Texas
$38.1M -$168K -1,246 -0.4%
HPWM
83
Highland Private Wealth Management
Washington
$37.8M +$931K +6,889 +3%
IC
84
IEQ Capital
California
$37.5M +$18K +133 +0%
DADC
85
D.A. Davidson & Co
Montana
$36.9M +$115K +851 +0.3%
MA
86
MJP Associates
Connecticut
$36.6M +$845K +6,249 +2%
AWA
87
Arete Wealth Advisors
Illinois
$35.8M -$277K -2,050 -0.8%
PA
88
Planning Alternatives
Michigan
$35.8M +$86.8K +642 +0.2%
PMG
89
ProVise Management Group
Florida
$35.3M -$54.5K -403 -0.2%
BPA
90
Beacon Pointe Advisors
California
$35.1M +$872K +6,444 +3%
HTC
91
Haverford Trust Company
Pennsylvania
$35M -$771K -5,702 -2%
KFAA
92
Klaas Financial Asset Advisors
Illinois
$34.2M +$1.41M +10,418 +4%
AFA
93
American Financial Advisors
Georgia
$33.8M +$470K +3,481 +1%
EK
94
Evensky & Katz
Florida
$33.6M +$575K +4,253 +2%
NEPWA
95
New England Private Wealth Advisors
Massachusetts
$32.8M +$60.6K +448 +0.2%
CWM
96
Connecticut Wealth Management
Connecticut
$32.6M -$630K -4,658 -2%
RCA
97
Resonant Capital Advisors
Wisconsin
$32.5M +$1.41M +10,404 +5%
EGA
98
E&G Advisors
Texas
$32.4M -$806K -5,963 -2%
JFA
99
JNBA Financial Advisors
Minnesota
$32.2M -$83.9K -621 -0.3%
Two Sigma Investments
100
Two Sigma Investments
New York
$32.2M -$297K -2,200 -0.9%
2 3
4
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