VIG icon

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 %
FNBOO
1126
First National Bank of Omaha
Nebraska
$499K -$29.1K -215 -6%
HCM
1127
Howland Capital Management
Massachusetts
$498K +$8.78K +65 +2%
1W
1128
1776 Wealth
Georgia
$495K -$6.76K -50 -1%
PSF
1129
Pacific Sun Financial
California
$494K – – –
BWM
1130
Blossom Wealth Management
California
$493K – – –
WCP
1131
Wick Capital Partners
Pennsylvania
$490K – – –
CMS
1132
Capital Market Strategies
Florida
$489K -$4.87K -36 -1%
SWM
1133
Stockman Wealth Management
Montana
$488K -$541 -4 -0.1%
BWM
1134
BCS Wealth Management
Tennessee
$487K – – –
APIM
1135
Agate Pass Investment Management
Washington
$485K -$2.7K -20 -0.6%
KFP
1136
KMG Fiduciary Partners
Ohio
$485K +$135 +1 +0%
VNA
1137
Valley National Advisers
Pennsylvania
$484K -$3.39K -24 -0.7%
OCPWS
1138
One Charles Private Wealth Services
Massachusetts
$484K +$270 +2 +0.1%
CA
1139
Crewe Advisors
Utah
$483K – – –
ML
1140
McAdam LLC
Pennsylvania
$481K +$21.5K +159 +5%
DWM
1141
Destination Wealth Management
California
$479K +$3.25K +24 +0.7%
WB
1142
Webster Bank
Connecticut
$478K +$21.6K +160 +5%
SC
1143
Stephens Consulting
Michigan
$477K -$12.7K -94 -3%
RCM
1144
Radnor Capital Management
Pennsylvania
$474K +$13.5K +100 +3%
TMWM
1145
Taylor & Morgan Wealth Management
Michigan
$473K -$24.7K -183 -5%
GCMG
1146
Gyroscope Capital Management Group
Florida
$473K -$13.5K -100 -3%
BCFS
1147
Butensky & Cohen Financial Security
Florida
$470K -$70.6K -523 -13%
MAA
1148
Matrix Asset Advisors
New York
$470K -$7.98K -59 -2%
AP
1149
Appleton Partners
Massachusetts
$469K – – –
NIC
1150
Northwest Investment Counselors
Oregon
$468K +$387K +2,866 +478%
44 45
46
47 48