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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
1076
BSW Wealth Partners
Colorado
$708K +$25.7K +167 +4%
BMWM
1077
Brown Miller Wealth Management
Virginia
$706K -$701K -4,553 -50%
IWN
1078
Independent Wealth Network
Iowa
$702K +$2.31K +15 +0.3%
RBCM
1079
Raub Brock Capital Management
California
$698K +$260K +1,691 +59%
FPW
1080
Flagship Private Wealth
Massachusetts
$697K -$20K -130 -3%
PCMC
1081
Private Capital Management (Colorado)
Colorado
$697K +$1.39K +9 +0.2%
MFWP
1082
Mosaic Family Wealth Partners
Missouri
$697K +$3.85K +25 +0.6%
MWM
1083
Madison Wealth Management
Ohio
$697K -$31.9K -207 -4%
CA
1084
Crane Advisory
California
$694K – – –
AHC
1085
Anderson Hoagland & Co
Missouri
$693K – – –
WDL
1086
Well Done LLC
Michigan
$693K – – –
BPWM
1087
Badgley Phelps Wealth Managers
Washington
$691K +$245K +1,592 +55%
MTWM
1088
Masso Torrence Wealth Management
New Jersey
$691K -$370K -2,403 -35%
SCM
1089
SOL Capital Management
Maryland
$690K +$6.16K +40 +0.9%
ORC
1090
O'Rourke & Company
Massachusetts
$687K +$2.93K +19 +0.4%
SC
1091
Swan Capital
Florida
$683K +$683K +4,437 New
BTW
1092
Boston Trust Walden
Massachusetts
$683K – – –
NEWAS
1093
N.E.W. Advisory Services
Wisconsin
$683K -$58.8K -382 -8%
FWCM
1094
Ferguson Wellman Capital Management
Oregon
$680K -$14K -91 -2%
HFS
1095
Heritage Financial Services
Massachusetts
$680K +$172K +1,116 +34%
HCM
1096
HMS Capital Management
Tennessee
$679K -$123K -801 -15%
CM
1097
Capital Management
Virginia
$678K – – –
KIG
1098
Kowal Investment Group
Wisconsin
$677K +$418K +2,713 +161%
FEG
1099
Financial Enhancement Group
Indiana
$677K – – –
EWA
1100
Exencial Wealth Advisors
Oklahoma
$676K +$8.78K +57 +1%
42 43
44
45 46