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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 %
AWA
1001
Arkadios Wealth Advisors
Georgia
$830K -$5.34M -32,925 -87%
CAM
1002
Carret Asset Management
New York
$830K +$19.3K +119 +2%
HI
1003
Horizon Investments
North Carolina
$827K +$172K +1,058 +26%
ES
1004
Eagle Strategies
New York
$821K -$6.35M -39,163 -89%
WB
1005
West Bancorporation
Iowa
$817K -$45.1K -278 -5%
BAS
1006
Brown Advisory Securities
Maryland
$810K +$50.3K +310 +7%
AIM
1007
Avity Investment Management
Connecticut
$809K +$117K +720 +17%
BCM
1008
Brookmont Capital Management
Texas
$801K +$1.79K +11 +0.2%
VAS
1009
Vestmark Advisory Solutions
Massachusetts
$800K -$124K -766 -13%
Neuberger Berman Group
1010
Neuberger Berman Group
New York
$798K -$2.68K -17 -0.3%
LWM
1011
Laidlaw Wealth Management
New York
$798K +$12K +74 +2%
FPW
1012
Flagship Private Wealth
Massachusetts
$793K -$206K -1,269 -21%
BWM
1013
BNC Wealth Management
Oregon
$792K -$487 -3 -0.1%
WH
1014
Willner & Heller
California
$789K -$13.2K -77 -2%
BCI
1015
Brinker Capital Investments
Pennsylvania
$789K +$2.6K +16 +0.3%
IWN
1016
Independent Wealth Network
Iowa
$788K -$183K -1,129 -19%
AWM
1017
Altium Wealth Management
New York
$788K -$156K -963 -17%
KC
1018
Kingfisher Capital
North Carolina
$787K +$162 +1 +0%
SFP
1019
Sterling Financial Planning
New Jersey
$786K -$10.4K -64 -1%
WCM
1020
Weik Capital Management
Pennsylvania
$782K +$38.9K +240 +5%
SC
1021
Saiph Capital
New Jersey
$777K -$15.4K -95 -2%
VAM
1022
Vienna Asset Management
California
$777K +$744K +4,593 +2,285%
TIA
1023
Traphagen Investment Advisors
New Jersey
$774K -$179K -1,105 -19%
HCC
1024
Hirtle Callaghan & Co
Pennsylvania
$773K -$57K -351 -7%
BTWM
1025
Baker Tilly Wealth Management
Wisconsin
$771K -$80.6K -497 -9%
39 40
41
42 43