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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 %
NSAM
1251
North Star Asset Management
Wisconsin
$462K +$187K +1,213 +68%
CC
1252
Claybrook Capital
Massachusetts
$462K – – –
OBGC
1253
O'Brien Greene & Co
Pennsylvania
$462K -$20.3K -132 -4%
PCM
1254
Pennsylvania Capital Management
Pennsylvania
$462K -$1.75M -11,357 -79%
RG
1255
Rathbones Group
United Kingdom
$458K – – –
AT
1256
Arden Trust
Delaware
$457K +$14K +91 +3%
GAG
1257
GM Advisory Group
New York
$454K -$169K -1,099 -27%
BCCM
1258
Bridge Creek Capital Management
Massachusetts
$453K +$12.8K +83 +3%
B
1259
Bailard
California
$451K +$15.4K +100 +4%
TWM
1260
Tanager Wealth Management
United Kingdom
$449K +$449K +2,916 New
AF
1261
Apexium Financial
Texas
$442K +$442K +2,870 New
FNC
1262
First National Corp
Massachusetts
$440K -$3.08K -20 -0.7%
BW
1263
Bison Wealth
Georgia
$439K -$171K -1,102 -28%
SWM
1264
Stockman Wealth Management
Montana
$438K -$117K -760 -21%
HPIA
1265
Hamilton Point Investment Advisors
North Carolina
$438K +$438K +2,845 New
SBIA
1266
Sheaff Brock Investment Advisors
Indiana
$436K -$13.7K -89 -3%
AWE
1267
Avidian Wealth Enterprises
Texas
$436K -$592K -3,847 -58%
RF
1268
RHS Financial
California
$436K -$616 -4 -0.1%
APC
1269
Asset Planning Corporation
Tennessee
$435K +$770 +5 +0.2%
KP
1270
Keel Point
Alabama
$434K +$10.9K +71 +3%
AFG
1271
ABLE Financial Group
Arizona
$434K +$434K +2,817 New
LWM
1272
LJI Wealth Management
Indiana
$434K +$69.6K +452 +19%
DLCIG
1273
D.L. Carlson Investment Group
New Hampshire
$432K -$37.9K -246 -8%
ZIM
1274
Zacks Investment Management
Illinois
$431K -$207K -1,341 -32%
SAM
1275
SignalPoint Asset Management
Missouri
$430K -$1.54K -10 -0.4%
49 50
51
52 53