VIG icon

Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,679 hedge funds and large institutions have $25.8B invested in Vanguard Dividend Appreciation ETF in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 711 increasing their positions, 578 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,679
Holders Change
-34
Holders Change %
-1.98%
% of All Funds
28.39%
Holding in Top 10
237
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.72%
% of All Funds
4.01%
New
83
Increased
711
Reduced
578
Closed
95
Calls
$136M
Puts
$111M
Net Calls
+$25M
Net Calls Change
+$75.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$225M
2
Morgan Stanley
Morgan Stanley
New York
+$64.7M
3
Wells Fargo
Wells Fargo
California
+$55.8M
4
PA
PFG Advisors
Arizona
+$55M
5
AL
Aspiriant LLC
California
+$45.1M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$61M
2
PCOC
Power Corp of Canada
Canada
-$35.9M
3
BC
Brio Consultants
California
-$34.3M
4
Charles Schwab
Charles Schwab
California
-$24.2M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCYC
1001
Richard C. Young & Co
Rhode Island
$780K +$30.5K +213 +4%
PWMAG
1002
Pinnacle Wealth Management Advisory Group
New Jersey
$778K +$101K +701 +15%
Citadel Advisors
1003
Citadel Advisors
Florida
$776K -$5.57M -38,844 -88%
KC
1004
Kingfisher Capital
North Carolina
$775K +$78.5K +547 +11%
PW
1005
Peninsula Wealth
California
$774K +$197K +1,374 +34%
BST
1006
Bath Savings Trust
Maine
$772K -$200K -1,392 -21%
MWM
1007
Merriman Wealth Management
Washington
$770K +$28.2K +197 +4%
T
1008
TCWP
Ohio
$768K +$353K +2,466 +85%
HWM
1009
Hemington Wealth Management
Virginia
$767K – – –
VAS
1010
Vestmark Advisory Solutions
Massachusetts
$767K +$58.8K +410 +8%
KA
1011
Klingman & Associates
New York
$766K +$143 +1 +0%
BDF
1012
Balasa Dinverno & Foltz
$766K +$85.2K +594 +13%
KC
1013
Kenfarb & Co
Kentucky
$765K – – –
LRIA
1014
Leonard Rickey Investment Advisors
Washington
$765K +$430 +3 +0.1%
TIA
1015
Traphagen Investment Advisors
New Jersey
$762K +$76.6K +534 +11%
SPI
1016
Santori & Peters Inc
Pennsylvania
$756K -$3.44K -24 -0.5%
HCM
1017
HMS Capital Management
Tennessee
$755K +$6.17K +43 +0.8%
CCM
1018
Crew Capital Management
Ohio
$750K +$362K +2,523 +93%
CAM
1019
Carret Asset Management
New York
$749K +$14.4K +100 +2%
WFA
1020
Wells Financial Advisors
Massachusetts
$746K – – –
WWG
1021
West Wealth Group
California
$746K +$230K +1,603 +45%
FAG
1022
Fortitude Advisory Group
Washington
$745K -$12.5K -87 -2%
JIP
1023
Jaffetilchin Investment Partners
Florida
$745K +$3.01K +21 +0.4%
Neuberger Berman Group
1024
Neuberger Berman Group
New York
$744K +$17.5K +122 +2%
PCMC
1025
Private Capital Management (Colorado)
Colorado
$742K – – –
39 40
41
42 43