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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,679 hedge funds and large institutions have $25.8B invested in Vanguard Dividend Appreciation ETF in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 711 increasing their positions, 578 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,679
Holders Change
-34
Holders Change %
-1.98%
% of All Funds
28.39%
Holding in Top 10
237
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.72%
% of All Funds
4.01%
New
83
Increased
711
Reduced
578
Closed
95
Calls
$136M
Puts
$111M
Net Calls
+$25M
Net Calls Change
+$75.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$225M
2
Morgan Stanley
Morgan Stanley
New York
+$64.7M
3
Wells Fargo
Wells Fargo
California
+$55.8M
4
PA
PFG Advisors
Arizona
+$55M
5
AL
Aspiriant LLC
California
+$45.1M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$61M
2
PCOC
Power Corp of Canada
Canada
-$35.9M
3
BC
Brio Consultants
California
-$34.3M
4
Charles Schwab
Charles Schwab
California
-$24.2M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCPWS
1151
One Charles Private Wealth Services
Massachusetts
$513K +$286 +2 +0.1%
CA
1152
Crewe Advisors
Utah
$513K +$132K +923 +35%
EP
1153
Edgestream Partners
New Jersey
$513K +$302K +2,103 +143%
HIC
1154
Holderness Investments Company
North Carolina
$511K +$27.8K +194 +6%
MKA
1155
M. Kulyk & Associates
Georgia
$510K +$1.72K +12 +0.3%
PPW
1156
Pasadena Private Wealth
California
$509K +$16.1K +112 +3%
1832 Asset Management
1157
1832 Asset Management
Ontario, Canada
$508K -$23.7K -165 -4%
MAA
1158
Matrix Asset Advisors
New York
$507K +$10.3K +72 +2%
DWM
1159
Destination Wealth Management
California
$505K -$71.8K -500 -12%
VNA
1160
Valley National Advisers
Pennsylvania
$505K – – –
CP
1161
Capital Planning
Washington
$504K -$6.17K -43 -1%
AT
1162
Arden Trust
Delaware
$502K -$4.74K -33 -0.9%
BHWA
1163
Beacon Harbor Wealth Advisors
Virginia
$502K – – –
AP
1164
Appleton Partners
Massachusetts
$498K +$35K +244 +8%
Kovitz Investment Group Partners
1165
Kovitz Investment Group Partners
Illinois
$497K -$5.6K -39 -1%
JWA
1166
JFS Wealth Advisors
Pennsylvania
$495K -$47.8K -333 -9%
SL
1167
Salomon & Ludwin
Virginia
$494K – – –
RWA
1168
Redmont Wealth Advisors
Illinois
$493K – – –
RF
1169
Rollins Financial
Georgia
$493K +$42.4K +295 +9%
FAN
1170
Financial Advisors Network
California
$491K -$28.7K -200 -6%
NL
1171
NVWM LLC
Pennsylvania
$490K +$109K +764 +29%
RCM
1172
Radnor Capital Management
Pennsylvania
$489K – – –
MWP
1173
Meridian Wealth Partners
Pennsylvania
$489K – – –
ML
1174
McAdam LLC
Pennsylvania
$487K +$73.6K +513 +18%
CAM
1175
Covenant Asset Management
New Jersey
$485K +$21.5K +150 +5%
45 46
47
48 49