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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 %
BWP
1026
Baldwin Wealth Partners
Massachusetts
$847K – – –
TGCMU
1027
Titan Global Capital Management USA
New York
$842K +$842K +5,464 New
LCC
1028
Lincoln Capital Corp
Rhode Island
$839K – – –
WIP
1029
WealthCare Investment Partners
Rhode Island
$826K -$4.47K -29 -0.5%
FPGK
1030
Financial Partners Group (Kansas)
Kansas
$823K +$15.2K +99 +2%
VCM
1031
Versant Capital Management
Arizona
$818K – – –
WWM
1032
Windsor Wealth Management
Indiana
$818K -$68.3K -442 -8%
FAG
1033
Fortitude Advisory Group
Washington
$817K +$61.1K +397 +8%
WFA
1034
Wells Financial Advisors
Massachusetts
$816K – – –
KWS
1035
Keystone Wealth Services
California
$814K +$40.8K +265 +5%
WPC
1036
Wedmont Private Capital
Pennsylvania
$812K +$27.4K +177 +3%
EL
1037
EMFO LLC
Florida
$809K – – –
LRIA
1038
Leonard Rickey Investment Advisors
Washington
$805K -$12.8K -83 -2%
SFG
1039
SNS Financial Group
Minnesota
$802K -$46.8K -304 -6%
JWBC
1040
John W. Brooker & Co
California
$794K +$16.4K +105 +2%
CCFM
1041
Clear Creek Financial Management
Washington
$794K -$496K -3,218 -38%
PFM
1042
Parsec Financial Management
North Carolina
$794K -$28.3K -184 -3%
TWA
1043
TCI Wealth Advisors
Arizona
$786K +$70.8K +460 +10%
AC
1044
Anson Capital
Georgia
$786K +$315K +2,047 +67%
MFG
1045
Magnus Financial Group
New York
$782K +$3.7K +24 +0.5%
AWM
1046
Axxcess Wealth Management
California
$782K -$368K -2,390 -32%
SPI
1047
Santori & Peters Inc
Pennsylvania
$777K -$43K -279 -5%
AMM
1048
American Money Management
California
$774K -$48.8K -317 -6%
RF
1049
Rollins Financial
Georgia
$772K -$81.3K -528 -10%
DWM
1050
Darwin Wealth Management
Florida
$761K -$19.4K -124 -2%
40 41
42
43 44