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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.

New
Increased
Maintained
Reduced
Closed
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
Wealthfront Advisers
California
+$104M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$76.5M
3
RJA
Raymond James & Associates
Florida
+$61.4M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$41.3M
5
AWM
Apollon Wealth Management
South Carolina
+$38M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$901M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$177M
3
B
Barings
North Carolina
-$88.6M
4
Brown Advisory
Brown Advisory
Maryland
-$70.5M
5
Charles Schwab
Charles Schwab
California
-$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
1226
TAGStone Capital
North Carolina
$499K +$499K +3,240 New
SIAS
1227
Summit Investment Advisory Services
Minnesota
$499K -$79.3K -515 -14%
TWM
1228
Thrive Wealth Management
Pennsylvania
$498K – – –
VIM
1229
Vista Investment Management
Pennsylvania
$498K -$10.5K -68 -2%
BFP
1230
Beacon Financial Planning
Massachusetts
$494K +$616 +4 +0.1%
GWAM
1231
Guardian Wealth Advisors (Minnesota)
Minnesota
$492K +$616 +4 +0.1%
TMWM
1232
Taylor & Morgan Wealth Management
Michigan
$487K -$43.3K -281 -8%
NC
1233
NovaPoint Capital
Georgia
$487K +$18.6K +121 +4%
MWM
1234
Merriman Wealth Management
Washington
$485K -$94.7K -615 -16%
CWM
1235
Congress Wealth Management
Massachusetts
$485K -$791K -5,135 -62%
WCP
1236
Wick Capital Partners
Pennsylvania
$485K -$52.2K -339 -10%
PA
1237
Parkside Advisors
California
$484K – – –
JC
1238
JB Capital
Connecticut
$483K +$44.2K +287 +10%
BDF
1239
Black Diamond Financial
Maryland
$478K +$39.7K +258 +9%
S
1240
SimplyRich
California
$477K – – –
BBPWM
1241
Blue Bell Private Wealth Management
Pennsylvania
$476K -$4.62K -30 -1%
VIA
1242
Vident Investment Advisory
Georgia
$473K +$473K +3,070 New
IAIM
1243
Industrial Alliance Investment Management
Quebec, Canada
$472K -$338K -2,192 -42%
TPWA
1244
TRUE Private Wealth Advisors
Oregon
$470K -$2K -13 -0.4%
EA
1245
Ellsworth Advisors
Ohio
$470K +$154 +1 +0%
WPC
1246
White Pine Capital
Minnesota
$468K +$104K +675 +29%
EIP
1247
Ellis Investment Partners
Pennsylvania
$467K -$30.2K -196 -6%
IWP
1248
Icon Wealth Partners
Texas
$465K +$465K +3,022 New
LPT
1249
Legacy Private Trust
Wisconsin
$465K -$7.7K -50 -2%
BAAM
1250
Baker Avenue Asset Management
California
$464K +$80.9K +525 +21%
48 49
50
51 52