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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 %
BAM
1276
Baldrige Asset Management
Pennsylvania
$338K – – –
HR
1277
Howe & Rusling
New York
$338K +$9.05K +67 +3%
APW
1278
Aurora Private Wealth
New Jersey
$338K +$34.2K +253 +11%
RP
1279
Rowlandmiller & Partners
Georgia
$337K +$19.5K +144 +6%
RP
1280
Rice Partnership
Hawaii
$336K +$10.8K +80 +3%
BFIC
1281
Bedell Frazier Investment Counselling
California
$335K -$19.3K -143 -5%
AWE
1282
Avidian Wealth Enterprises
Texas
$335K +$7.31K +54 +2%
SIC
1283
Sterling Investment Counsel
New York
$334K – – –
OAM
1284
Oak Asset Management
California
$334K +$334K +2,470 New
VPIM
1285
Vanguard Personalized Indexing Management
California
$334K +$334K +2,470 New
ABLA
1286
Alan B. Lancz & Associates
Ohio
$333K +$135 +1 +0%
CAP
1287
Columbia Advisory Partners
Washington
$332K +$332K +2,454 New
CSIC
1288
Clifford Swan Investment Counsel
California
$331K +$5K +37 +2%
AIM
1289
Acropolis Investment Management
Missouri
$330K +$135 +1 +0%
BFC
1290
Bedel Financial Consulting
Indiana
$327K +$5.92K +40 +2%
PWA
1291
Physician Wealth Advisors
Utah
$327K +$122K +858 +59%
RWIA
1292
Roger Wittlin Investment Advisory
California
$326K -$4.95M -36,736 -94%
C
1293
Certuity
Florida
$325K -$8.51K -63 -3%
AC
1294
Anson Capital
Georgia
$325K +$17.2K +127 +6%
SCM
1295
Sterneck Capital Management
Missouri
$324K – – –
MAM
1296
McLean Asset Management
Virginia
$322K +$274 +2 +0.1%
WPC
1297
White Pine Capital
Minnesota
$320K – – –
SDWMA
1298
Schneider Downs Wealth Management Advisors
Pennsylvania
$317K – – –
ES
1299
ETF Store
Kansas
$317K +$55.5K +410 +21%
BRC
1300
Bell Rock Capital
Delaware
$317K +$317K +2,343 New
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