VIG icon

Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,713 hedge funds and large institutions have $28.6B invested in Vanguard Dividend Appreciation ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 747 increasing their positions, 578 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
–
Holders Change %
0%
% of All Funds
27.11%
Holding in Top 10
233
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-3.72%
% of All Funds
3.69%
New
107
Increased
747
Reduced
578
Closed
82
Calls
$98.7M
Puts
$149M
Net Calls
-$50.7M
Net Calls Change
-$97.6M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$366M
2
CG
Colony Group
Massachusetts
+$66.6M
3
Creative Planning
Creative Planning
Kansas
+$57.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$55.9M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$51.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$521M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$328M
3
MGIA
Matthew Goff Investment Advisor
Texas
-$113M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$91.7M
5
NEPWA
New England Private Wealth Advisors
Massachusetts
-$86.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
976
Sunbelt Securities
Texas
$893K -$109K -662 -11%
BWP
977
Baldwin Wealth Partners
Massachusetts
$892K – – –
GCMG
978
Gyroscope Capital Management Group
Florida
$889K – – –
LCC
979
Lincoln Capital Corp
Rhode Island
$888K – – –
GGS
980
Galvin Gaustad & Stein
Arizona
$873K -$5.35K -33 -0.6%
HWM
981
Hemington Wealth Management
Virginia
$867K -$186K -1,145 -18%
LRIA
982
Leonard Rickey Investment Advisors
Washington
$865K -$37.2K -229 -4%
KA
983
Klingman & Associates
New York
$865K +$164K +1,012 +23%
MCM
984
Maryland Capital Management
Maryland
$863K +$40.7K +251 +5%
TI
985
Truepoint Inc
Ohio
$862K +$348K +2,146 +68%
SPI
986
Santori & Peters Inc
Pennsylvania
$858K -$99.3K -613 -10%
MWP
987
Madison Wealth Partners
Wisconsin
$857K +$349K +2,153 +69%
FAG
988
Fortitude Advisory Group
Washington
$856K -$40.5K -250 -5%
RCYC
989
Richard C. Young & Co
Rhode Island
$848K -$5.83M -35,905 -87%
HCM
990
HMS Capital Management
Tennessee
$846K -$2.43K -15 -0.3%
BMD
991
Better Money Decisions
New Mexico
$845K -$22.7K -140 -3%
WFA
992
Wells Financial Advisors
Massachusetts
$843K – – –
CWS
993
Cypress Wealth Services
California
$840K -$5.03K -31 -0.6%
WMG
994
WESCAP Management Group
California
$839K -$104K -643 -11%
MWM
995
Merriman Wealth Management
Washington
$839K +$7.79K +48 +0.9%
CAI
996
Capital Advisors Inc
Oklahoma
$838K +$17K +105 +2%
RFN
997
RDA Financial Network
Iowa
$837K +$181K +1,116 +28%
RC
998
Roundview Capital
New Jersey
$833K +$221K +1,362 +36%
MHIC
999
Marble Harbor Investment Counsel
Massachusetts
$832K – – –
TWM
1000
Titus Wealth Management
California
$831K +$1.14K +7 +0.1%
38 39
40
41 42