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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 %
AWM
1101
Avaii Wealth Management
Wisconsin
$676K +$462 +3 +0.1%
FFM
1102
Forum Financial Management
Illinois
$675K -$7.24K -47 -1%
CG
1103
Cutler Group
California
$673K +$673K +4,371 New
MG
1104
Mather Group
Illinois
$673K -$70.4K -457 -9%
VC
1105
Vicus Capital
Pennsylvania
$668K +$154 +1 +0%
ADL
1106
Asset Dedication LLC
California
$667K – – –
CSC
1107
Caldwell Sutter Capital
California
$667K +$628K +4,078 +1,631%
Deutsche Bank
1108
Deutsche Bank
Germany
$665K – – –
GC
1109
Gratus Capital
Georgia
$661K +$35.6K +231 +6%
SFWA
1110
Summit Financial Wealth Advisors
Louisiana
$659K – – –
WWC
1111
Waypoint Wealth Counsel
Georgia
$658K +$5.39K +35 +0.8%
MTIC
1112
Missouri Trust & Investment Company
Missouri
$656K -$1.08K -7 -0.2%
KC
1113
Kingfisher Capital
North Carolina
$656K +$308 +2 +0%
SC
1114
Stephens Consulting
Michigan
$655K +$7.55K +49 +1%
CCM
1115
Canal Capital Management
Virginia
$653K -$3.77M -24,464 -85%
ACP
1116
Arcus Capital Partners
Georgia
$652K +$1.85K +12 +0.3%
ES
1117
Eagle Strategies
New York
$650K +$2.62K +17 +0.4%
PWLP
1118
Prio Wealth Limited Partnership
Massachusetts
$648K +$53.1K +345 +9%
DBT
1119
Dubuque Bank & Trust
Iowa
$647K -$1.54K -10 -0.2%
PAM
1120
Palisade Asset Management
Minnesota
$647K – – –
RWA
1121
Redhawk Wealth Advisors
Minnesota
$647K – – –
LFS
1122
Legacy Financial Strategies
Kansas
$647K – – –
FFG
1123
Frisch Financial Group
New York
$643K -$10K -65 -2%
LWM
1124
Laidlaw Wealth Management
New York
$642K -$770 -5 -0.1%
RCYC
1125
Richard C. Young & Co
Rhode Island
$642K -$168K -1,094 -21%
43 44
45
46 47