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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 %
WG
1351
Welch Group
Alabama
$282K +$49.8K +368 +21%
CCB
1352
Cutter & Co Brokerage
Missouri
$281K +$135 +1 +0%
IWS
1353
Insight Wealth Strategies
California
$279K – – –
TSWM
1354
Tyler-Stone Wealth Management
Ohio
$277K -$23.7K -175 -8%
CFS
1355
Capital Financial Services
New York
$277K +$13.5K +100 +5%
DP
1356
Denver PWM
Colorado
$277K +$19K +137 +7%
LWM
1357
Liberty Wealth Management
California
$277K +$24K +178 +9%
TCM
1358
Triumph Capital Management
Colorado
$277K +$42.1K +311 +18%
BC
1359
Barnett & Company
Tennessee
$275K -$145K -1,074 -35%
BF
1360
Blankinship & Foster
California
$275K – – –
AWG
1361
Altus Wealth Group
Colorado
$275K – – –
LTI
1362
Laffer Tengler Investments
Tennessee
$275K +$67K +496 +32%
JWM
1363
Jeppson Wealth Management
California
$274K -$16.6K -123 -6%
AW
1364
Apricus Wealth
South Carolina
$274K – – –
HTHT
1365
Hemenway Trust Hemenway Trust
New Hampshire
$273K -$6.36K -47 -2%
BSI
1366
Bennett Selby Investments
Maine
$272K -$26K -192 -9%
FF
1367
FourThought Financial
Florida
$272K -$18.2K -135 -6%
OPA
1368
Old Port Advisors
Maine
$271K – – –
WCA
1369
Westover Capital Advisors
Delaware
$269K -$33.3K -246 -11%
LCM
1370
LVM Capital Management
Michigan
$268K – – –
MCM
1371
Mattern Capital Management
Colorado
$267K – – –
DIA
1372
Dana Investment Advisors
Wisconsin
$266K -$109K -807 -29%
CBT
1373
CoreFirst Bank & Trust
Kansas
$266K +$234K +1,731 +721%
SDAM
1374
Shulman DeMeo Asset Management
New York
$265K +$406 +3 +0.2%
RWM
1375
Rockwood Wealth Management
Pennsylvania
$265K -$61.4K -454 -19%
53 54
55
56 57