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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 %
CANC
1326
Culbertson A N & Co
Virginia
$301K – – –
CAG
1327
Compass Advisory Group
New York
$300K -$76.2K -563 -20%
AFS
1328
Access Financial Services
Minnesota
$300K – – –
FWM
1329
Fingerlakes Wealth Management
New York
$299K -$1.62K -12 -0.5%
AIM
1330
Aspen Investment Management
Michigan
$299K – – –
CWM
1331
Cedar Wealth Management
California
$299K +$9.2K +68 +3%
AIP
1332
Ahrens Investment Partners
Louisiana
$298K -$963K -7,125 -76%
TPW
1333
Tiller Private Wealth
Pennsylvania
$295K +$135 +1 +0%
SIMG
1334
Sonora Investment Management Group
Arizona
$294K – – –
MIC
1335
Means Investment Company
Maine
$294K +$405 +3 +0.1%
CA
1336
Claro Advisors
Massachusetts
$293K – – –
EWG
1337
Executive Wealth Group
Washington
$292K – – –
AI
1338
Accredited Investors
Minnesota
$292K +$12K +89 +4%
RMDI
1339
R.M. Davis Inc
Maine
$291K -$36.1K -267 -11%
VF
1340
Virtu Financial
New York
$290K +$290K +2,147 New
ERIC
1341
Eagle Rock Investment Company
Georgia
$289K – – –
KWM
1342
Keebeck Wealth Management
Illinois
$289K – – –
TLFA
1343
True Link Financial Advisors
California
$289K – – –
EWM
1344
EPG Wealth Management
Georgia
$287K +$541 +4 +0.2%
OFG
1345
Oxford Financial Group
Indiana
$286K -$14.2K -105 -5%
NCM
1346
NCM Capital Management
New Jersey
$286K +$286K +2,116 New
CBN
1347
Cadence Bank NA
Texas
$284K -$499K -3,694 -64%
CWM
1348
Calamos Wealth Management
Illinois
$283K – – –
FWM
1349
Finer Wealth Management
Massachusetts
$282K – – –
F
1350
F3Logic
Minnesota
$282K +$33.2K +245 +13%
52 53
54
55 56