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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,785 hedge funds and large institutions have $64.4B invested in Vanguard Dividend Appreciation ETF in 2022 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 686 increasing their positions, 594 reducing their positions, and 54 closing their positions.

Holders
1,785
Holders Change
+149
Holders Change %
+9.11%
% of All Funds
28.8%
Holding in Top 10
265
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+13.73%
% of All Funds
4.28%
New
243
Increased
686
Reduced
594
Closed
54
Calls
$210M
Puts
$60.5M
Net Calls
+$150M
Net Calls Change
+$7.94M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.23B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$642M
3
Wells Fargo
3
Wells Fargo
California
$1.62B
4
Mariner
4
Mariner
Kansas
$204M
5
UBS Group
5
UBS Group
Switzerland
$960M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$35.7B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$767M
3
VWM
3
Venturi Wealth Management
Texas
$3.37M
4
AL
4
Aspiriant LLC
California
$149M
5
TF
5
Trek Financial
Arizona
$5.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TWP
101
Transparent Wealth Partners
Arkansas
$34.7M 228,707 +2,428 +1%
JMFC
102
J.M. Forbes & Co
Massachusetts
$34.4M 226,712 +198,062 +691%
WA
103
Wealth Architects
California
$34.4M 226,475 +5,662 +3%
BWM
104
BerganKDV Wealth Management
Minnesota
$33.6M 221,043 +4,264 +2%
Prudential Financial
105
Prudential Financial
New Jersey
$32.7M 215,256 -68 -0%
PP
106
PDS Planning
Ohio
$32.4M 213,560 +5,409 +3%
TCM
107
TD Capital Management
Tennessee
$32.4M 213,446 +776 +0.4%
VU
108
Valence8 US
Massachusetts
$32.1M 211,651 +211,651 New
LWMG
109
Levy Wealth Management Group
Pennsylvania
$32M 210,539 +6,990 +3%
HSA
110
HBK Sorce Advisory
Pennsylvania
$31.9M 210,204 +121,031 +136%
NA
111
NewEdge Advisors
Louisiana
$31.9M 265,301 +49,303 +23%
BP
112
Ballentine Partners
Massachusetts
$31.8M 209,486 -8,643 -4%
KBFS
113
Kohmann Bosshard Financial Services
Ohio
$31.2M 205,719 +1,470 +0.7%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$30.9M 203,730 +2,960 +1%
BCM
115
Brookstone Capital Management
Illinois
$30.8M 199,599 -3,159 -2%
AM
116
AGF Management
Ontario, Canada
$30.6M 201,420 +201,420 New
M&T Bank
117
M&T Bank
New York
$30.4M 200,520 -8,992 -4%
SFA
118
Seneca Financial Advisors
New York
$30.2M 198,851 -7,209 -3%
FIC
119
Family Investment Center
Missouri
$30M 197,794 +197,794 New
KIM
120
Karpus Investment Management
New York
$29.1M 191,740 -3,680 -2%
SPIA
121
Steward Partners Investment Advisory
New York
$28.8M 189,407 +9,454 +5%
AAS
122
Ameritas Advisory Services
Nebraska
$28.7M 189,272 +14,764 +8%
OHWA
123
Oak Hill Wealth Advisors
Virginia
$28.4M 187,014 +187,014 New
Northern Trust
124
Northern Trust
Illinois
$28.3M 186,077 +19,211 +12%
FM
125
Family Management
New York
$28M 184,126 +11,509 +7%
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