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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.

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
1
Wealthfront Advisers
California
$882M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$215M
3
RJA
3
Raymond James & Associates
Florida
$331M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$270M
5
AWM
5
Apollon Wealth Management
South Carolina
$39.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.39B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$474M
3
B
3
Barings
North Carolina
$0
4
Brown Advisory
4
Brown Advisory
Maryland
$158M
5
Charles Schwab
5
Charles Schwab
California
$232M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$44.6M 289,469 +24,168 +9%
IC
77
IEQ Capital
California
$43.8M 284,523 +5,022 +2%
DADC
78
D.A. Davidson & Co
Montana
$43.3M 281,210 +13,451 +5%
MA
79
MJP Associates
Connecticut
$42.9M 278,842 +43,613 +19%
EK
80
Evensky & Katz
Florida
$41.3M 268,464 +17,234 +7%
PWP
81
Principle Wealth Partners
Connecticut
$40.2M 261,127 -61,863 -19%
RCA
82
Resonant Capital Advisors
Wisconsin
$40.1M 260,151 +10,680 +4%
KFAA
83
Klaas Financial Asset Advisors
Illinois
$39.7M 257,485 +9,102 +4%
AWA
84
Arete Wealth Advisors
Illinois
$39.4M 255,619 +20,832 +9%
AWM
85
Apollon Wealth Management
South Carolina
$39.2M 254,412 +246,595 +3,155%
PA
86
Planning Alternatives
Michigan
$39.1M 254,116 +569 +0.2%
HTC
87
Haverford Trust Company
Pennsylvania
$38.8M 251,641 -9,831 -4%
MA
88
Mosaic Advisors
Texas
$38.1M 247,237 -847 -0.3%
AFA
89
American Financial Advisors
Georgia
$38.1M 247,074 -3,119 -1%
VU
90
Valence8 US
Massachusetts
$37.6M 243,984 +32,333 +15%
US Bancorp
91
US Bancorp
Minnesota
$37.4M 242,689 -6,162 -2%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$37M 239,988 -2,256 -0.9%
NEPWA
93
New England Private Wealth Advisors
Massachusetts
$36.1M 234,200 -8,975 -4%
WA
94
Wealth Architects
California
$35.9M 233,317 +6,842 +3%
JFA
95
JNBA Financial Advisors
Minnesota
$35.8M 232,715 -944 -0.4%
EGA
96
E&G Advisors
Texas
$35.8M 232,478 -4,926 -2%
PMG
97
ProVise Management Group
Florida
$35.8M 232,310 -33,386 -13%
TWP
98
Transparent Wealth Partners
Arkansas
$35.6M 231,183 +2,476 +1%
LWMG
99
Levy Wealth Management Group
Pennsylvania
$34.9M 226,703 +16,164 +8%
PFO
100
Pathstone Family Office
New Jersey
$34.6M 224,465 -228,515 -50%
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4
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