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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,713 hedge funds and large institutions have $30.3B invested in Vanguard Dividend Appreciation ETF in 2021 Q4 according to their latest regulatory filings, with 309 funds opening new positions, 666 increasing their positions, 472 reducing their positions, and 55 closing their positions.

Holders
1,713
Holders Change
+232
Holders Change %
+15.67%
% of All Funds
26.46%
Holding in Top 10
242
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+17.48%
% of All Funds
3.74%
New
309
Increased
666
Reduced
472
Closed
55
Calls
$104M
Puts
$57.6M
Net Calls
+$46.9M
Net Calls Change
+$53.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.34B
2
HWM
2
HB Wealth Management
Georgia
$525M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$185M
4
PWP
4
Perfromance Wealth Partners
Illinois
$82M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.77B

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.17B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$811M
3
AI
3
Atria Investments
North Carolina
$4.64M
4
CG
4
Colony Group
Massachusetts
$130M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$982M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
101
BerganKDV Wealth Management
Minnesota
$39.4M 229,663 +2,268 +1%
NHC
102
Nicholas Hoffman & Company
Georgia
$39M 226,869 +3,703 +2%
WA
103
Wealth Architects
California
$38.4M 223,328 +7,939 +4%
KFAA
104
Klaas Financial Asset Advisors
Illinois
$37.9M 220,516 +8,282 +4%
AAS
105
Ameritas Advisory Services
Nebraska
$37.9M 220,475 +220,475 New
BP
106
Ballentine Partners
Massachusetts
$37.6M 218,827 -226 -0.1%
RCA
107
Resonant Capital Advisors
Wisconsin
$37M 215,572 +13,704 +7%
TCM
108
TD Capital Management
Tennessee
$36.4M 211,693 +2,262 +1%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$36.2M 210,585 -1,290 -0.6%
CIBC World Market
110
CIBC World Market
Ontario, Canada
$35.5M 206,930 -120 -0.1%
SFAL
111
Seneca Financial Advisors LLC
New York
$35.5M 206,407 -1,647 -0.8%
ECG
112
Edge Capital Group
Georgia
$35.4M 206,343 +5,651 +3%
PI
113
PFS Investments
Georgia
$34.8M 202,631 -10,217 -5%
GM
114
GeoWealth Management
Illinois
$34.4M 200,375 +133,381 +199%
DT
115
Diversified Trust
Tennessee
$34.3M 199,482 +1,064 +0.5%
TWP
116
Transparent Wealth Partners
Arkansas
$34.1M 198,831 +198,831 New
EH
117
Equitable Holdings
New York
$34M 197,815 -1,087 -0.5%
PFO
118
Pathstone Family Office
New Jersey
$33.8M 196,874 +4,575 +2%
CL
119
CPWM LLC
Washington
$33.8M 220,112 +220,112 New
TVAMP
120
Tennessee Valley Asset Management Partners
Tennessee
$33.3M 194,033 +12,542 +7%
CFA
121
Carroll Financial Associates
North Carolina
$32.7M 191,070 -30,790 -14%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$32.2M 207,972 +27,537 +15%
BRWA
123
B. Riley Wealth Advisors
Florida
$32M 186,190 -2,040 -1%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$31.7M 184,338 +11,093 +6%
EA
125
Eclectic Associates
California
$31.6M 184,148 +5,685 +3%
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5
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