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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 %
PWM
1326
PBMares Wealth Management
Virginia
$398K – – –
FWTB
1327
First Western Trust Bank
Colorado
$397K +$128K +829 +47%
BAM
1328
Berkshire Asset Management
Pennsylvania
$397K – – –
BCFS
1329
Butensky & Cohen Financial Security
Florida
$396K -$66.8K -434 -14%
PEA
1330
Park Edge Advisors
Ohio
$395K – – –
AOWM
1331
Alpha Omega Wealth Management
Virginia
$393K +$46.5K +302 +13%
IAP
1332
Indie Asset Partners
Indiana
$389K – – –
CHC
1333
City Holding Co
West Virginia
$387K -$32.6K -212 -8%
Commonwealth Equity Services
1334
Commonwealth Equity Services
Massachusetts
$385K +$17K +110,373 +5%
WDG
1335
Wealth Dimensions Group
Ohio
$384K +$136K +880 +54%
GIA
1336
Guyasuta Investment Advisors
Pennsylvania
$383K +$383K +2,489 New
ABLA
1337
Alan B. Lancz & Associates
Ohio
$383K – – –
TLA
1338
Tanglewood Legacy Advisors
Texas
$382K – – –
ES
1339
ETF Store
Kansas
$382K +$1.4K +9 +0.4%
SIC
1340
Sterling Investment Counsel
New York
$381K – – –
OAM
1341
Oak Asset Management
California
$380K – – –
JJBC
1342
James J. Burns & Company
New York
$380K +$380K +2,466 New
BCG
1343
Breakwater Capital Group
New Jersey
$379K +$43K +279 +13%
SIS
1344
Strategic Investment Solutions
Illinois
$377K +$377K +2,451 New
HCM
1345
Hengehold Capital Management
Ohio
$377K -$30.5K -198 -7%
CSIC
1346
Clifford Swan Investment Counsel
California
$377K – – –
PVI
1347
Pine Valley Investments
New Jersey
$377K +$377K +2,422 New
SWA
1348
SFMG Wealth Advisors
Texas
$376K -$172K -1,119 -31%
PS
1349
Planned Solutions
California
$373K -$37.7K -245 -9%
HW
1350
Hamilton Wealth
California
$371K -$16.5M -107,308 -98%
52 53
54
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