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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 %
WA
1026
WESPAC Advisors
California
$673K +$673K +4,978 New
TSWM
1027
Triangle Securities Wealth Management
North Carolina
$671K +$104K +770 +18%
MHIC
1028
Marble Harbor Investment Counsel
Massachusetts
$667K – – –
KWS
1029
Keystone Wealth Services
California
$667K +$26K +192 +4%
BCM
1030
Brookmont Capital Management
Texas
$666K -$540 -4 -0.1%
BIM
1031
Bridges Investment Management
Nebraska
$658K – – –
KC
1032
Kingfisher Capital
North Carolina
$656K -$73.5K -544 -10%
FEG
1033
Financial Enhancement Group
Indiana
$655K -$177K -1,307 -21%
AWA
1034
Arkadios Wealth Advisors
Georgia
$655K +$11.8K +87 +2%
AAM
1035
Aureus Asset Management
Massachusetts
$653K +$1.89K +14 +0.3%
BFA
1036
Beaumont Financial Advisors
Massachusetts
$651K +$28K +207 +4%
WPC
1037
Wedmont Private Capital
Pennsylvania
$651K +$39.3K +291 +6%
MG
1038
Mather Group
Illinois
$649K +$8.65K +64 +1%
FPW
1039
Flagship Private Wealth
Massachusetts
$647K -$14.3K -106 -2%
PFM
1040
Parsec Financial Management
North Carolina
$646K +$24.9K +184 +4%
WWA
1041
WC Walker & Associates
California
$640K +$640K +4,388 New
KC
1042
Kenfarb & Co
Kentucky
$638K – – –
PCMC
1043
Private Capital Management (Colorado)
Colorado
$637K +$18K +133 +3%
SA
1044
Shilanski & Associates
Alaska
$637K +$637K +4,711 New
TDC
1045
Thompson Davis & Co
Virginia
$632K +$73.2K +541 +13%
JIP
1046
Jaffetilchin Investment Partners
Florida
$630K -$71.7K -531 -10%
MW
1047
Milestone Wealth
New York
$630K – – –
GP
1048
Girard Partners
Pennsylvania
$627K -$16.2K -120 -3%
TWA
1049
TCI Wealth Advisors
Arizona
$625K -$2.97K -22 -0.5%
SFWA
1050
Summit Financial Wealth Advisors
Louisiana
$625K – – –
40 41
42
43 44