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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 %
AP
1151
Appleton Partners
Massachusetts
$588K -$13.1K -85 -2%
AF
1152
Advisornet Financial
Minnesota
$587K -$4.31K -28 -0.7%
LFS
1153
Lutz Financial Services
Nebraska
$587K +$4.93K +32 +0.8%
SSWM
1154
Strait & Sound Wealth Management
California
$585K +$462 +3 +0.1%
WB
1155
WesBanco Bank
West Virginia
$585K -$9.24K -60 -2%
CA
1156
Crewe Advisors
Utah
$585K +$149K +968 +34%
CNC
1157
Citizens & Northern Corp
Pennsylvania
$581K – – –
IB
1158
Intrust Bank
Kansas
$581K -$65K -422 -10%
DWM
1159
Destination Wealth Management
California
$581K +$120K +781 +26%
SWM
1160
Sugarloaf Wealth Management
Georgia
$581K -$154 -1 -0%
DWMG
1161
DB Wealth Management Group
California
$580K -$22.5K -146 -4%
CRI
1162
Commonwealth Retirement Investments
Virginia
$574K +$53.3K +346 +10%
PP
1163
PrairieView Partners
Minnesota
$573K -$25.3K -164 -4%
FNBOO
1164
First National Bank of Omaha
Nebraska
$568K – – –
TC
1165
Trust Company
Kansas
$568K -$508K -3,300 -47%
SC
1166
Saiph Capital
New Jersey
$568K -$2.93K -19 -0.5%
GCM
1167
Gunderson Capital Management
South Carolina
$567K – – –
SDWMA
1168
Schneider Downs Wealth Management Advisors
Pennsylvania
$566K +$10.2K +66 +2%
1W
1169
1776 Wealth
Georgia
$564K – – –
CJL
1170
Cyrus J. Lawrence
New York
$564K -$10.8K -70 -2%
PMFA
1171
Plante Moran Financial Advisors
Michigan
$563K -$32.3K -210 -5%
AIS
1172
AM Investment Strategies
Tennessee
$563K – – –
MAA
1173
Matrix Asset Advisors
New York
$563K +$45K +292 +9%
KCFA
1174
Key Client Fiduciary Advisors
New Jersey
$561K +$33.1K +215 +6%
CCT
1175
Capital City Trust
Florida
$560K -$29.3K -190 -5%
45 46
47
48 49