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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 %
LL
1051
LWMG LLC
Minnesota
$761K -$106K -691 -12%
PWMG
1052
Prestige Wealth Management Group
New Jersey
$758K -$179K -1,161 -19%
DWM
1053
Dakota Wealth Management
Florida
$757K -$42.7K -277 -5%
VFP
1054
Verus Financial Partners
Virginia
$754K +$3.69K +24 +0.5%
GT
1055
Glenview Trust
Kentucky
$751K -$91.6K -595 -11%
AFG
1056
AFS Financial Group
Maryland
$750K +$14K +91 +2%
JWA
1057
JFS Wealth Advisors
Pennsylvania
$747K +$134K +868 +22%
FG
1058
Fiduciary Group
Georgia
$741K +$19.7K +128 +3%
JIP
1059
Jaffetilchin Investment Partners
Florida
$739K +$17.6K +114 +2%
MCM
1060
Maple Capital Management
Vermont
$738K -$94.7K -615 -11%
FAG
1061
Financial Advisory Group
Texas
$734K – – –
ML
1062
McAdam LLC
Pennsylvania
$733K +$289K +1,876 +65%
KFP
1063
KMG Fiduciary Partners
Ohio
$729K +$75.6K +491 +12%
TFS
1064
Thoroughbred Financial Services
Tennessee
$729K – – –
MCA
1065
MSH Capital Advisors
Arizona
$726K +$256K +1,665 +55%
KC
1066
Kenfarb & Co
Kentucky
$725K – – –
AWA
1067
Arkadios Wealth Advisors
Georgia
$722K -$18.8K -122 -3%
BFA
1068
Beaumont Financial Advisors
Massachusetts
$718K – – –
IP
1069
Ignite Planners
California
$718K +$6.5K +42 +0.9%
TA
1070
TruWealth Advisors
Louisiana
$717K -$32.6K -212 -4%
MIAS
1071
Mason Investment Advisory Services
Virginia
$715K +$308K +2,000 +76%
CCM
1072
Carlson Capital Management
Minnesota
$712K +$1.39K +9 +0.2%
SRC
1073
Sage Rhino Capital
California
$711K – – –
BIM
1074
Baldwin Investment Management
Pennsylvania
$710K – – –
MHIC
1075
Marble Harbor Investment Counsel
Massachusetts
$709K -$61.6K -400 -8%
41 42
43
44 45