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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 %
PPW
1176
Pasadena Private Wealth
California
$559K +$308 +2 +0.1%
RIA
1177
Realta Investment Advisors
Delaware
$558K -$20K -130 -3%
APIM
1178
Agate Pass Investment Management
Washington
$558K +$15.9K +103 +3%
SWM
1179
Seaside Wealth Management
California
$558K +$2.77K +18 +0.5%
Chevy Chase Trust
1180
Chevy Chase Trust
Maryland
$556K -$280K -1,816 -33%
KSWA
1181
Kathleen S. Wright Associates
Pennsylvania
$555K +$462 +3 +0.1%
BWM
1182
BCS Wealth Management
Tennessee
$555K – – –
GIM
1183
Goelzer Investment Management
Indiana
$554K -$129K -836 -19%
MPI
1184
Mairs & Power Inc
Minnesota
$553K +$123K +800 +29%
AWP
1185
Ascent Wealth Partners
New York
$553K -$20.5K -133 -4%
OCPWS
1186
One Charles Private Wealth Services
Massachusetts
$553K +$308 +2 +0.1%
CAS
1187
Coppell Advisory Solutions
Texas
$552K +$482K +3,170 +691%
CASC
1188
Coppell Advisory Solutions Corp
Texas
$552K +$482K +3,170 +691%
BOPW
1189
Brandywine Oak Private Wealth
Pennsylvania
$551K -$155K -1,008 -22%
SMA
1190
Sage Mountain Advisors
Georgia
$547K +$2.46K +16 +0.5%
WWG
1191
West Wealth Group
California
$543K -$6.01K -39 -1%
LIA
1192
LBMC Investment Advisors
Tennessee
$541K +$924 +6 +0.2%
RIM
1193
Rockbridge Investment Management
New York
$541K +$39.7K +258 +8%
HCM
1194
Howland Capital Management
Massachusetts
$540K -$8.47K -55 -2%
GCMG
1195
Gyroscope Capital Management Group
Florida
$539K – – –
Kovitz Investment Group Partners
1196
Kovitz Investment Group Partners
Illinois
$539K +$22.6K +147 +4%
VNA
1197
Valley National Advisers
Pennsylvania
$537K +$1.1K +7 +0.2%
PMG
1198
Private Management Group
California
$534K +$534K +3,468 New
SEP
1199
Southland Equity Partners
Missouri
$534K +$155K +1,004 +41%
NIC
1200
Northwest Investment Counselors
Oregon
$534K – – –
46 47
48
49 50