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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,713 hedge funds and large institutions have $30.3B invested in Vanguard Dividend Appreciation ETF in 2021 Q4 according to their latest regulatory filings, with 309 funds opening new positions, 666 increasing their positions, 472 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
+232
Holders Change %
+15.67%
% of All Funds
26.46%
Holding in Top 10
242
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+17.48%
% of All Funds
3.74%
New
309
Increased
666
Reduced
472
Closed
55
Calls
$104M
Puts
$57.6M
Net Calls
+$46.9M
Net Calls Change
+$53.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.34B
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$185M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.77B
4
AWM
4
AE Wealth Management
Kansas
$72.8M
5
UBS Group
5
UBS Group
Switzerland
$1.01B

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.17B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$811M
3
AI
3
Atria Investments
North Carolina
$4.64M
4
CG
4
Colony Group
Massachusetts
$130M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$982M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
1351
Meridian Wealth Partners
Pennsylvania
$353K +$12K +70 +4%
PWA
1352
Phoenix Wealth Advisors
North Carolina
$350K – – –
BF
1353
Blankinship & Foster
California
$349K -$10.3K -60 -3%
GP
1354
Girard Partners
Pennsylvania
$349K – – –
FFM
1355
Forum Financial Management
Illinois
$349K +$349K +2,030 New
WB
1356
Webster Bank
Connecticut
$345K +$21.8K +127 +7%
FF
1357
FourThought Financial
Florida
$343K – – –
STA
1358
Summit Trail Advisors
New York
$343K +$343K +1,995 New
BCCM
1359
Bridge Creek Capital Management
Massachusetts
$342K +$30.9K +180 +10%
LCM
1360
LVM Capital Management
Michigan
$341K +$8.93K +52 +3%
KWM
1361
Keebeck Wealth Management
Illinois
$340K +$1.2K +7 +0.4%
MCM
1362
Mattern Capital Management
Colorado
$339K -$1.03K -6 -0.3%
SWA
1363
SFMG Wealth Advisors
Texas
$339K +$8.76K +51 +3%
WF
1364
Welch & Forbes
Massachusetts
$337K -$17.2K -100 -5%
JAG
1365
Journey Advisory Group
Kentucky
$337K +$23K +134 +7%
CWM
1366
Cordatus Wealth Management
Pennsylvania
$337K +$337K +1,961 New
SDAM
1367
Shulman DeMeo Asset Management
New York
$335K +$515 +3 +0.2%
NA
1368
Navellier & Associates
Nevada
$335K +$1.37K +8 +0.4%
CFS
1369
Capital Financial Services
New York
$334K +$17.2K +100 +5%
OSNBOA
1370
Old Second National Bank of Aurora
Illinois
$330K +$151K +1,102 +84%
SIC
1371
Sterling Investment Counsel
New York
$330K +$330K +1,921 New
AC
1372
Anson Capital
Georgia
$329K +$329K +2,142 New
DIA
1373
Dana Investment Advisors
Wisconsin
$328K +$515 +3 +0.2%
ICM
1374
IMS Capital Management
Oregon
$328K +$21.4K +125 +7%
HBT
1375
Hills Bank & Trust
Iowa
$327K – – –
53 54
55
56 57