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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.

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
1
Wealthfront Advisers
California
$882M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$215M
3
RJA
3
Raymond James & Associates
Florida
$331M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$270M
5
AWM
5
Apollon Wealth Management
South Carolina
$39.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.39B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$474M
3
B
3
Barings
North Carolina
$0
4
Brown Advisory
4
Brown Advisory
Maryland
$158M
5
Charles Schwab
5
Charles Schwab
California
$232M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
101
PDS Planning
Ohio
$34.2M 222,145 +8,585 +4%
JMFC
102
J.M. Forbes & Co
Massachusetts
$34.2M 221,809 -4,903 -2%
BWM
103
BerganKDV Wealth Management
Minnesota
$34M 221,046 +3 +0%
TCM
104
TD Capital Management
Tennessee
$32.6M 211,591 -1,855 -0.9%
CWM
105
Connecticut Wealth Management
Connecticut
$32.5M 211,230 -29,759 -12%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$32.5M 211,173 +7,443 +4%
KBFS
107
Kohmann Bosshard Financial Services
Ohio
$32.3M 209,389 +3,670 +2%
BP
108
Ballentine Partners
Massachusetts
$32M 207,743 -1,743 -0.8%
BCM
109
Brookstone Capital Management
Illinois
$31.5M 201,456 +1,857 +0.9%
FIC
110
Family Investment Center
Missouri
$31.3M 203,251 +5,457 +3%
AM
111
AGF Management
Ontario, Canada
$30.9M 200,323 -1,097 -0.5%
APP
112
Avantax Planning Partners
Iowa
$30.7M 199,518 +44,139 +28%
WP
113
WMS Partners
Maryland
$30.6M 198,722 +43,926 +28%
SFA
114
Seneca Financial Advisors
New York
$30.3M 196,849 -2,002 -1%
SPIA
115
Steward Partners Investment Advisory
New York
$30.2M 195,783 +6,376 +3%
AT
116
American Trust
Kentucky
$30M 190,166 +21,906 +13%
OHWA
117
Oak Hill Wealth Advisors
Virginia
$29M 188,393 +1,379 +0.7%
BWFA
118
Baltimore-Washington Financial Advisors
Maryland
$27.9M 180,997 +12,347 +7%
NFW
119
Noble Family Wealth
Florida
$27.8M 180,783 +180,783 New
Northern Trust
120
Northern Trust
Illinois
$27.8M 180,433 -5,644 -3%
KIM
121
Karpus Investment Management
New York
$27.7M 179,837 -11,903 -6%
SFG
122
StrategIQ Financial Group
Indiana
$27.6M 179,408 +1,454 +0.8%
M&T Bank
123
M&T Bank
New York
$27.5M 178,727 -21,793 -11%
EH
124
Equitable Holdings
New York
$27.3M 177,279 -103,733 -37%
HFS
125
Howard Financial Services
Texas
$27.2M 176,851 -3,507 -2%
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5
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