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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,636 hedge funds and large institutions have $29.3B invested in Vanguard Dividend Appreciation ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 724 increasing their positions, 552 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,636
Holders Change
-43
Holders Change %
-2.56%
% of All Funds
28.29%
Holding in Top 10
233
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.69%
% of All Funds
4.03%
New
66
Increased
724
Reduced
552
Closed
81
Calls
$202M
Puts
$60.1M
Net Calls
+$142M
Net Calls Change
+$117M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$77M
2
Wells Fargo
Wells Fargo
California
+$47.8M
3
WA
Waverly Advisors
Alabama
+$43M
4
AL
Aspiriant LLC
California
+$38.6M
5
PFO
Pathstone Family Office
New Jersey
+$29.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$244M
2
PA
PFG Advisors
Arizona
-$65.5M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$50.3M
4
TF
Trek Financial
Arizona
-$40.5M
5
BMM
Berkshire Money Management
Massachusetts
-$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
1001
Institute for Wealth Management
Colorado
$735K -$106K -788 -13%
PIA
1002
Perennial Investment Advisors
California
$732K +$88.6K +655 +14%
LRIA
1003
Leonard Rickey Investment Advisors
Washington
$724K +$2.7K +20 +0.4%
HWM
1004
Hemington Wealth Management
Virginia
$723K – – –
KA
1005
Klingman & Associates
New York
$723K +$676 +5 +0.1%
CAM
1006
Carret Asset Management
New York
$723K +$17.8K +132 +3%
BDF
1007
Balasa Dinverno & Foltz
$722K – – –
FG
1008
Fiduciary Group
Georgia
$718K +$24.8K +162 +4%
WFA
1009
Wells Financial Advisors
Massachusetts
$716K +$13.5K +100 +2%
SPI
1010
Santori & Peters Inc
Pennsylvania
$715K +$3.11K +23 +0.4%
Neuberger Berman Group
1011
Neuberger Berman Group
New York
$712K +$11.1K +82 +2%
HCM
1012
HMS Capital Management
Tennessee
$709K -$2.57K -19 -0.4%
CCM
1013
Crew Capital Management
Ohio
$707K +$135 +1 +0%
DWM
1014
Dakota Wealth Management
Florida
$707K +$108K +800 +18%
VFP
1015
Verus Financial Partners
Virginia
$706K +$49.4K +350 +8%
MWM
1016
Merriman Wealth Management
Washington
$702K -$23.5K -174 -3%
FAG
1017
Fortitude Advisory Group
Washington
$702K – – –
BTI
1018
Blue Trust Inc
Georgia
$701K -$49.7K -346 -7%
SL
1019
SWMG LLC
Texas
$699K +$699K +5,170 New
CP
1020
Capital Planning
Washington
$697K +$223K +1,648 +47%
PFG
1021
Pacific Financial Group
Washington
$695K -$56.2K -416 -7%
MFG
1022
Magnus Financial Group
New York
$694K +$4.6K +34 +0.7%
IWA
1023
IBEX Wealth Advisors
New Jersey
$691K -$2.43K -18 -0.4%
BC
1024
Bowman & Company
Wisconsin
$677K +$153K +1,129 +29%
FAG
1025
Financial Advisory Group
Texas
$676K +$52K +385 +8%
39 40
41
42 43