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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 %
IWA
1201
Icon Wealth Advisors
Texas
$408K +$408K +3,022 New
CC
1202
Claybrook Capital
Massachusetts
$405K – – –
HH
1203
HWG Holdings
Texas
$405K +$405K +3,000 New
FNC
1204
First National Corp
Massachusetts
$402K – – –
RG
1205
Rathbones Group
United Kingdom
$402K – – –
MWM
1206
Madison Wealth Management
Ohio
$400K -$92.3K -683 -19%
PAM
1207
Peak Asset Management
Colorado
$398K – – –
CRWM
1208
Castle Rock Wealth Management
California
$397K +$952 +7 +0.2%
WWA
1209
WCG Wealth Advisors
Nevada
$394K +$394K +2,531 New
BTWM
1210
Baker Tilly Wealth Management
Wisconsin
$393K -$20.3K -150 -5%
CHC
1211
City Holding Co
West Virginia
$393K – – –
SBIA
1212
Sheaff Brock Investment Advisors
Indiana
$393K +$11.2K +83 +3%
TWM
1213
Thrive Wealth Management
Pennsylvania
$391K – – –
PWM
1214
Praetorian Wealth Management
California
$389K +$389K +2,879 New
RA
1215
Rise Advisors
New York
$388K +$1.89K +14 +0.5%
Chevy Chase Trust
1216
Chevy Chase Trust
Maryland
$385K – – –
BDF
1217
Black Diamond Financial
Maryland
$384K -$28.6K -212 -7%
RBCM
1218
Raub Brock Capital Management
California
$384K -$21.9K -162 -5%
SAM
1219
SignalPoint Asset Management
Missouri
$383K -$811 -6 -0.2%
RF
1220
RHS Financial
California
$383K – – –
Deutsche Bank
1221
Deutsche Bank
Germany
$383K +$46.9K +347 +14%
B
1222
Bailard
California
$382K – – –
AW
1223
ACG Wealth
Georgia
$381K +$270 +2 +0.1%
BCCM
1224
Bridge Creek Capital Management
Massachusetts
$381K +$37.6K +278 +11%
APC
1225
Asset Planning Corporation
Tennessee
$380K +$540 +4 +0.1%
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