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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.

New
Increased
Maintained
Reduced
Closed
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
Wealthfront Advisers
California
+$104M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$76.5M
3
RJA
Raymond James & Associates
Florida
+$61.4M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$41.3M
5
AWM
Apollon Wealth Management
South Carolina
+$38M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$901M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$177M
3
B
Barings
North Carolina
-$88.6M
4
Brown Advisory
Brown Advisory
Maryland
-$70.5M
5
Charles Schwab
Charles Schwab
California
-$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFL
976
ERn Financial LLC
Wisconsin
$953K +$8.16K +53 +0.9%
VFA
977
Valeo Financial Advisors
Indiana
$949K +$29K +188 +3%
NWM
978
Northwest Wealth Management
Iowa
$949K -$17.3K -112 -2%
RFN
979
RDA Financial Network
Iowa
$949K +$13.1K +85 +1%
OW
980
Olistico Wealth
Oklahoma
$949K +$3.39K +22 +0.4%
KA
981
Klingman & Associates
New York
$946K +$73.8K +479 +8%
FFM
982
Flagstone Financial Management
Nebraska
$944K -$121K -788 -11%
BMD
983
Better Money Decisions
New Mexico
$943K +$28.5K +185 +3%
JCM
984
Jacobi Capital Management
Pennsylvania
$943K +$1.85K +12 +0.2%
WCM
985
Weik Capital Management
Pennsylvania
$940K +$6.93K +45 +0.7%
LBC
986
Lowe Brockenbrough & Co
Virginia
$939K -$28.8K -187 -3%
APWM
987
Atlas Private Wealth Management
New York
$935K +$308 +2 +0%
EA
988
Evergreen Advisors
Tennessee
$934K +$4.31K +28 +0.5%
PAWA
989
Palo Alto Wealth Advisors
California
$934K -$251K -1,632 -21%
MYIA
990
Mount Yale Investment Advisors
Colorado
$933K – – –
GCA
991
Gradient Capital Advisors
California
$931K -$2.93K -19 -0.3%
TC
992
Tenret Company
Florida
$930K – – –
SEIA
993
Signature Estate & Investment Advisors
California
$923K +$19.1K +124 +2%
CHP
994
Cable Hill Partners
Oregon
$923K -$1.39K -9 -0.1%
MFA
995
Morling Financial Advisors
California
$922K -$96.7K -628 -9%
PI
996
PFG Investments
New York
$918K +$918K +5,958 New
WAM
997
WNY Asset Management
New York
$917K -$46.4K -301 -5%
VDI
998
Vaughan David Investments
Illinois
$917K -$15.2K -99 -2%
RA
999
Rockingstone Advisors
Massachusetts
$916K +$106K +690 +13%
TSWM
1000
Triangle Securities Wealth Management
North Carolina
$916K -$23.7K -154 -3%
38 39
40
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