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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,713 hedge funds and large institutions have $28.6B invested in Vanguard Dividend Appreciation ETF in 2022 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 747 increasing their positions, 578 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
–
Holders Change %
0%
% of All Funds
27.11%
Holding in Top 10
233
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-3.72%
% of All Funds
3.69%
New
107
Increased
747
Reduced
578
Closed
82
Calls
$98.7M
Puts
$149M
Net Calls
-$50.7M
Net Calls Change
-$97.6M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$366M
2
CG
Colony Group
Massachusetts
+$66.6M
3
Creative Planning
Creative Planning
Kansas
+$57.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$55.9M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$51.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$521M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$328M
3
MGIA
Matthew Goff Investment Advisor
Texas
-$113M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$91.7M
5
NEPWA
New England Private Wealth Advisors
Massachusetts
-$86.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMS
1126
Capital Market Strategies
Florida
$607K +$15.9K +98 +3%
ICM
1127
IMS Capital Management
Oregon
$604K +$294K +1,810 +95%
1W
1128
1776 Wealth
Georgia
$602K – – –
RWP
1129
Revolve Wealth Partners
New Jersey
$601K +$487 +3 +0.1%
CB
1130
Cadence Bank
Mississippi
$600K +$34.4K +212 +6%
SWM
1131
Soundmark Wealth Management
Washington
$599K +$14.1K +87 +2%
TMWM
1132
Taylor & Morgan Wealth Management
Michigan
$597K -$31.6K -195 -5%
1832 Asset Management
1133
1832 Asset Management
Ontario, Canada
$593K +$160K +1,000 +37%
GWSG
1134
GPS Wealth Strategies Group
Colorado
$590K +$230K +1,415 +64%
HHGA
1135
Halbert Hargrove Global Advisors
California
$590K +$327K +2,015 +124%
WCP
1136
Wick Capital Partners
Pennsylvania
$589K -$5.67K -35 -1%
HCM
1137
Howland Capital Management
Massachusetts
$587K – – –
FAN
1138
Financial Advisors Network
California
$587K +$234K +1,445 +66%
WPC
1139
Wedmont Private Capital
Pennsylvania
$586K +$19.4K +119 +3%
BWM
1140
BCS Wealth Management
Tennessee
$584K +$16.2K +100 +3%
WWG
1141
West Wealth Group
California
$584K +$584K +3,602 New
KFP
1142
KMG Fiduciary Partners
Ohio
$582K +$62.8K +387 +12%
OCPWS
1143
One Charles Private Wealth Services
Massachusetts
$581K +$162 +1 +0%
GT
1144
Greenleaf Trust
Michigan
$578K +$38.1K +235 +7%
BWM
1145
Blossom Wealth Management
California
$577K +$23.8K +147 +4%
CP
1146
Capital Planning
Washington
$576K -$31K -191 -5%
CPSAC
1147
Chas P. Smith & Associates (CPS)
Florida
$576K – – –
MKA
1148
M. Kulyk & Associates
Georgia
$575K – – –
AT
1149
Arden Trust
Delaware
$572K +$22.8K +141 +4%
Kovitz Investment Group Partners
1150
Kovitz Investment Group Partners
Illinois
$568K -$450K -2,770 -44%
44 45
46
47 48