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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 %
GT
1076
Greenleaf Trust
Michigan
$581K -$41.9K -310 -7%
SFP
1077
Sterling Financial Planning
New Jersey
$581K -$8.11K -60 -1%
IGWM
1078
ICA Group Wealth Management
Colorado
$576K +$10.1K +75 +2%
RWP
1079
Revolve Wealth Partners
New Jersey
$573K +$71.7K +530 +14%
DBT
1080
Dubuque Bank & Trust
Iowa
$571K -$2.84K -21 -0.5%
LWM
1081
Laidlaw Wealth Management
New York
$571K -$2.57K -19 -0.4%
MFG
1082
Merit Financial Group
Georgia
$570K -$554K -4,103 -49%
ACP
1083
Arcus Capital Partners
Georgia
$569K -$43.5K -322 -7%
PAM
1084
Palisade Asset Management
Minnesota
$568K – – –
TFS
1085
Thoroughbred Financial Services
Tennessee
$568K – – –
RWA
1086
Redhawk Wealth Advisors
Minnesota
$568K – – –
LFS
1087
Legacy Financial Strategies
Kansas
$568K +$568K +4,199 New
IB
1088
Intrust Bank
Kansas
$567K -$4.46K -33 -0.8%
FFG
1089
Frisch Financial Group
New York
$565K +$2.57K +19 +0.5%
WWG
1090
West Wealth Group
California
$560K -$143K -1,058 -20%
JWA
1091
JFS Wealth Advisors
Pennsylvania
$560K +$93.8K +694 +20%
GC
1092
Gratus Capital
Georgia
$559K +$242K +1,787 +76%
SFG
1093
Sage Financial Group
Pennsylvania
$555K – – –
FLII
1094
First Long Island Investors
New York
$554K +$554K +4,096 New
GAM
1095
Gemmer Asset Management
California
$553K +$4.86K +36 +0.9%
NEWAS
1096
N.E.W. Advisory Services
Wisconsin
$553K +$44.8K +331 +9%
SCA
1097
Sage Capital Advisors
South Dakota
$552K – – –
HDIM
1098
Hanson & Doremus Investment Management
Vermont
$549K -$4.46K -33 -0.8%
WCWM
1099
Willow Creek Wealth Management
California
$546K – – –
CA
1100
CapWealth Advisors
Tennessee
$545K -$111K -819 -17%
42 43
44
45 46