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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 %
LWP
1301
LMG Wealth Partners
Louisiana
$415K -$61K -396 -13%
SFC
1302
SYM Financial Corp
Indiana
$413K -$121K -788 -23%
MCWS
1303
McKinley Carter Wealth Services
West Virginia
$413K -$10.8K -70 -3%
ST
1304
Sageworth Trust
Pennsylvania
$412K -$29.7K -193 -7%
PWA
1305
Physician Wealth Advisors
Utah
$411K +$46.5K +297 +13%
DI
1306
Disciplined Investments
Oklahoma
$410K +$154 +1 +0%
LWM
1307
Liberty Wealth Management
California
$409K +$409K +2,658 New
AG
1308
Ascent Group
Virginia
$409K -$4.31K -28 -1%
BMM
1309
Buffington Mohr McNeal
Idaho
$409K – – –
WCF
1310
West Coast Financial
California
$409K – – –
Fisher Asset Management
1311
Fisher Asset Management
Washington
$409K +$59.8K +388 +17%
CPP
1312
Capasso Planning Partners
South Carolina
$408K -$45K -292 -10%
BAM
1313
Baldrige Asset Management
Pennsylvania
$407K +$11.4K +74 +3%
FWM
1314
Focused Wealth Management
New York
$407K +$154 +1 +0%
MCM
1315
Mengis Capital Management
Oregon
$406K +$154 +1 +0%
DFS
1316
Dixon Fnancial Services
California
$405K -$13.2K -86 -3%
WOC
1317
West Oak Capital
California
$404K – – –
DIA
1318
Dana Investment Advisors
Wisconsin
$404K -$6.93K -45 -2%
TW
1319
TrinityPoint Wealth
Connecticut
$404K – – –
CRWM
1320
Castle Rock Wealth Management
California
$403K -$140K -902 -26%
FPFS
1321
First Personal Financial Services
North Carolina
$403K -$23.1K -150 -5%
VCM
1322
Virtue Capital Management
Tennessee
$402K +$461 +3 +0.1%
BBA
1323
BLB&B Advisors
Pennsylvania
$401K – – –
DWM
1324
Denver Wealth Management
Colorado
$401K +$137K +890 +52%
KFI
1325
Key Financial Inc
Pennsylvania
$398K +$346K +2,248 +671%
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