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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 %
W
1101
Wealthquest
Ohio
$544K – – –
GI
1102
Gradient Investments
Minnesota
$544K +$270 +2 +0%
GAG
1103
GM Advisory Group
New York
$540K – – –
AMM
1104
American Money Management
California
$535K +$135 +1 +0%
RI
1105
Ridgewood Investments
New Jersey
$534K +$405 +3 +0.1%
SWM
1106
Seaside Wealth Management
California
$533K +$2.68K +18 +0.5%
DWMG
1107
DB Wealth Management Group
California
$531K – – –
PP
1108
PrairieView Partners
Minnesota
$526K -$77.1K -571 -13%
SAM
1109
S.A. Mason
Michigan
$526K +$135 +1 +0%
RIA
1110
Realta Investment Advisors
Delaware
$524K -$3.78K -28 -0.7%
CAAS
1111
Capital Asset Advisory Services
Michigan
$523K -$112K -832 -18%
MSFP
1112
Mark Sheptoff Financial Planning
Connecticut
$522K – – –
PPW
1113
Pasadena Private Wealth
California
$522K +$42.3K +313 +9%
BCM
1114
Boltwood Capital Management
California
$517K – – –
WPA
1115
West Paces Advisors
Georgia
$514K – – –
CJL
1116
Cyrus J. Lawrence
New York
$513K -$10.8K -80 -2%
GT
1117
Glenview Trust
Kentucky
$513K – – –
LFS
1118
Lutz Financial Services
Nebraska
$511K -$15.1K -112 -3%
CNC
1119
Citizens & Northern Corp
Pennsylvania
$510K – – –
DFG
1120
Demars Financial Group
Washington
$508K – – –
AWP
1121
Ascent Wealth Partners
New York
$508K +$4.32K +32 +0.9%
PWLP
1122
Prio Wealth Limited Partnership
Massachusetts
$508K – – –
XF
1123
XML Financial
Maryland
$507K +$290K +2,146 +134%
SC
1124
Saiph Capital
New Jersey
$503K -$75.4K -558 -13%
WIM
1125
Westside Investment Management
California
$500K +$24.8K +1,790 +5%
43 44
45
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