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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 %
FGA
1001
Fortis Group Advisors
New Jersey
$913K +$913K +5,792 New
FFA
1002
Founders Financial Alliance
North Carolina
$909K +$18.3K +117 +2%
SGI
1003
Summit Global Investments
Utah
$908K +$908K +5,897 New
TIA
1004
Traphagen Investment Advisors
New Jersey
$908K +$1.39K +9 +0.2%
MAA
1005
Mraz Amerine & Associates
California
$908K -$384K -2,493 -30%
PG
1006
Patten Group
Tennessee
$908K -$10.2K -66 -1%
NP
1007
Nilsine Partners
Colorado
$907K +$907K +5,886 New
CWM
1008
Cranbrook Wealth Management
Michigan
$905K -$75.5K -490 -8%
GEA
1009
Glen Eagle Advisors
New Jersey
$902K -$21.1K -137 -2%
IFWM
1010
Institute for Wealth Management
Colorado
$898K +$42.8K +278 +5%
NB
1011
Northwest Bancshares
Pennsylvania
$897K – – –
JCM
1012
Jag Capital Management
Missouri
$897K +$17.6K +114 +2%
FRA
1013
Front Row Advisors
California
$895K +$28.3K +184 +3%
CW
1014
CIC Wealth
Maryland
$893K -$58.5K -380 -6%
CAM
1015
Carret Asset Management
New York
$883K +$63.7K +414 +8%
EBSAM
1016
Eubel Brady & Suttman Asset Management
Ohio
$872K -$597K -3,878 -41%
XF
1017
XML Financial
Maryland
$872K +$206K +1,337 +31%
QWM
1018
Quaker Wealth Management
New Jersey
$871K -$30.3K -197 -3%
MLL
1019
Moody Lynn & Lieberson
Massachusetts
$868K – – –
NDSI
1020
Newman Dignan & Sheerar Inc
Rhode Island
$867K -$20.9K -136 -2%
Two Sigma Investments
1021
Two Sigma Investments
New York
$863K +$339K +2,200 +65%
IF
1022
Intrua Financial
Texas
$861K -$221K -1,424 -20%
WFAG
1023
Worth Financial Advisory Group
North Carolina
$856K +$168K +1,090 +24%
IGWM
1024
ICA Group Wealth Management
Colorado
$849K +$203K +1,320 +31%
TFA
1025
Triad Financial Advisors
North Carolina
$848K -$35.4K -230 -4%
39 40
41
42 43