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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 %
KCFA
1176
Key Client Fiduciary Advisors
New Jersey
$443K +$1.35K +10 +0.3%
SCA
1177
Scott Capital Advisors
Oregon
$443K +$2.43K +18 +0.6%
TCOO
1178
Trust Company of Oklahoma
Oklahoma
$443K – – –
TPWA
1179
TRUE Private Wealth Advisors
Oregon
$442K -$702K -5,196 -61%
SOS
1180
Silver Oak Securities
Tennessee
$439K +$95.7K +616 +28%
B
1181
Bensler
Washington
$438K +$405 +3 +0.1%
ICG
1182
InterOcean Capital Group
Tennessee
$438K -$56.8K -420 -11%
HFS
1183
Heritage Financial Services
Massachusetts
$436K – – –
GWAM
1184
Guardian Wealth Advisors (Minnesota)
Minnesota
$431K – – –
VC
1185
Vicus Capital
Pennsylvania
$427K -$270 -2 -0.1%
EIP
1186
Ellis Investment Partners
Pennsylvania
$426K +$1.22K +9 +0.3%
SMA
1187
Sage Mountain Advisors
Georgia
$425K +$2.16K +16 +0.5%
WKSWA
1188
White Knight Strategic Wealth Advisors
New Jersey
$422K +$1.62K +12 +0.4%
APG
1189
Abacus Planning Group
South Carolina
$421K -$33.8K -250 -7%
CL
1190
Choreo LLC
Illinois
$420K – – –
S
1191
SimplyRich
California
$419K – – –
FWCM
1192
Ferguson Wellman Capital Management
Oregon
$417K -$82.9K -614 -17%
PA
1193
Parkside Advisors
California
$417K -$5.27K -39 -1%
LPT
1194
Legacy Private Trust
Wisconsin
$415K – – –
KSWA
1195
Kathleen S. Wright Associates
Pennsylvania
$414K +$406 +3 +0.1%
CIG
1196
Cairn Investment Group
Washington
$413K -$12.4K -92 -3%
FW
1197
FirstPurpose Wealth
Utah
$413K +$58.7K +434 +17%
FNWM
1198
Financial Network Wealth Management
Utah
$412K – – –
MJB
1199
Mark J. Bradley
$411K – – –
FWI
1200
Facet Wealth Inc
Maryland
$410K +$296 +2 +0.1%
46 47
48
49 50