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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 %
RCI
1226
RS Crum Inc
California
$379K -$48.2K -356 -11%
STA
1227
Summit Trail Advisors
New York
$378K -$945 -7 -0.2%
MPI
1228
Mairs & Power Inc
Minnesota
$377K +$62.5K +463 +20%
BFWA
1229
Benchmark Financial Wealth Advisors
Florida
$377K +$377K +2,790 New
JHCP
1230
Jackson Hole Capital Partners
Oklahoma
$376K – – –
AGP
1231
Autumn Glory Partners
Texas
$375K – – –
FPFS
1232
First Personal Financial Services
North Carolina
$374K -$54K -400 -13%
QCG
1233
Quadrant Capital Group
Ohio
$374K -$13.7K -101 -4%
JC
1234
JB Capital
Connecticut
$372K -$60.2K -445 -14%
MCWS
1235
McKinley Carter Wealth Services
West Virginia
$372K +$46K +340 +14%
TWP
1236
Total Wealth Planning
Ohio
$370K -$26.5K -196 -7%
KP
1237
Keel Point
Alabama
$370K -$2.3K -17 -0.6%
CPP
1238
Capasso Planning Partners
South Carolina
$369K +$8.92K +66 +2%
SSW
1239
Stone Summit Wealth
Florida
$368K – – –
MCM
1240
Mengis Capital Management
Oregon
$368K +$135 +1 +0%
DFS
1241
Dixon Fnancial Services
California
$367K -$5.41K -40 -1%
Comerica Bank
1242
Comerica Bank
Texas
$367K +$73.1K +510 +25%
CA
1243
Carson Advisory
Georgia
$366K +$16.1K +119 +5%
DY
1244
Dowling & Yahnke
California
$366K +$145K +1,073 +66%
TW
1245
Transform Wealth
Colorado
$365K -$54.1K -400 -13%
DI
1246
Disciplined Investments
Oklahoma
$365K -$23.5K -174 -6%
VCM
1247
Virtue Capital Management
Tennessee
$364K -$1.62K -12 -0.4%
MF
1248
Montis Financial
Massachusetts
$364K – – –
AWM
1249
Accurate Wealth Management
Florida
$363K +$127K +908 +54%
BAM
1250
Berkshire Asset Management
Pennsylvania
$362K -$1.35K -10 -0.4%
48 49
50
51 52