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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 %
ST
1251
Sageworth Trust
Pennsylvania
$362K – – –
QT
1252
Quantbot Technologies
New York
$362K +$362K +2,682 New
PS
1253
Planned Solutions
California
$361K – – –
BHWM
1254
Bay Harbor Wealth Management
Maryland
$361K – – –
OL
1255
Optas LLC
Texas
$360K – – –
MWM
1256
MBE Wealth Management
Wisconsin
$360K +$4.87K +36 +1%
WCF
1257
West Coast Financial
California
$359K – – –
AG
1258
Ascent Group
Virginia
$358K -$22.1K -149 -6%
HCM
1259
Hengehold Capital Management
Ohio
$358K -$6.49K -48 -2%
FWM
1260
Focused Wealth Management
New York
$357K -$11.5K -85 -3%
MIAS
1261
Mason Investment Advisory Services
Virginia
$357K – – –
TW
1262
TrinityPoint Wealth
Connecticut
$354K – – –
SIC
1263
Samalin Investment Counsel
New York
$354K +$28.5K +211 +9%
MWPCG
1264
Measured Wealth Private Client Group
New Hampshire
$353K – – –
RG
1265
Retirement Group
California
$352K -$1.79M -13,258 -84%
BBA
1266
BLB&B Advisors
Pennsylvania
$352K -$3.11K -23 -0.9%
CDH
1267
Charles D. Hyman
$352K +$1.22K +9 +0.3%
BPWM
1268
Badgley Phelps Wealth Managers
Washington
$352K +$81.7K +605 +30%
PWM
1269
PBMares Wealth Management
Virginia
$349K – – –
SEP
1270
Southland Equity Partners
Missouri
$345K +$5.54K +41 +2%
MIM
1271
Macroview Investment Management
Maryland
$345K +$230K +1,700 +200%
1832 Asset Management
1272
1832 Asset Management
Ontario, Canada
$344K -$135K -1,000 -28%
BAAM
1273
Baker Avenue Asset Management
California
$343K -$1.35K -10 -0.4%
IAP
1274
Indie Asset Partners
Indiana
$342K -$63.6K -470 -16%
MCA
1275
MSH Capital Advisors
Arizona
$340K +$100K +743 +42%
49 50
51
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