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 %
Kovitz Investment Group Partners
1151
Kovitz Investment Group Partners
Illinois
$466K -$1.49K -11 -0.3%
EWA
1152
Exencial Wealth Advisors
Oklahoma
$466K +$15.4K +114 +3%
HIC
1153
Holderness Investments Company
North Carolina
$465K -$15.8K -117 -3%
SL
1154
Salomon & Ludwin
Virginia
$465K – – –
RWA
1155
Redmont Wealth Advisors
Illinois
$464K – – –
NL
1156
NVWM LLC
Pennsylvania
$462K – – –
CAM
1157
Covenant Asset Management
New Jersey
$462K +$4.46K +33 +1%
MWP
1158
Meridian Wealth Partners
Pennsylvania
$460K – – –
CAMG
1159
CWA Asset Management Group
Florida
$460K +$62.2K +460 +16%
RIM
1160
Rockbridge Investment Management
New York
$459K +$19.5K +144 +4%
LC
1161
Lindbrook Capital
California
$456K – – –
SPWM
1162
Schrum Private Wealth Management
Florida
$456K +$270 +2 +0.1%
VCP
1163
Vista Capital Partners
Oregon
$455K – – –
CPSAC
1164
Chas P. Smith & Associates (CPS)
Florida
$453K -$40.6K -300 -8%
RF
1165
Rollins Financial
Georgia
$453K -$11.1K -82 -2%
CWM
1166
Congress Wealth Management
Massachusetts
$453K – – –
AT
1167
Arden Trust
Delaware
$452K -$20.7K -153 -4%
FAN
1168
Financial Advisors Network
California
$452K -$9.86K -73 -2%
DLCIG
1169
D.L. Carlson Investment Group
New Hampshire
$451K +$676 +5 +0.2%
ST
1170
Smithfield Trust
Pennsylvania
$451K +$53.1K +393 +13%
LIA
1171
LBMC Investment Advisors
Tennessee
$446K +$44.5K +329 +11%
CCT
1172
Capital City Trust
Florida
$445K -$8.12K -60 -2%
BBPWM
1173
Blue Bell Private Wealth Management
Pennsylvania
$443K -$154K -1,137 -26%
VIM
1174
Vista Investment Management
Pennsylvania
$443K -$10.4K -77 -2%
SFG
1175
Summit Financial Group
West Virginia
$443K – – –
45 46
47
48 49