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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 %
Qube Research & Technologies (QRT)
1351
Qube Research & Technologies (QRT)
United Kingdom
$371K -$2.2M -14,278 -86%
HCA
1352
Heck Capital Advisors
Wisconsin
$368K – – –
QCG
1353
Quadrant Capital Group
Ohio
$368K -$38.5K -250 -9%
CWA
1354
Clearview Wealth Advisors
Oregon
$366K -$1.04M -6,763 -74%
DWP
1355
Daymark Wealth Partners
Ohio
$366K +$366K +2,375 New
TA
1356
Tiedemann Advisors
New York
$361K +$924 +6 +0.3%
AIM
1357
Acropolis Investment Management
Missouri
$360K +$308 +2 +0.1%
DA
1358
Doliver Advisors
Texas
$358K +$19.3K +125 +6%
SIMG
1359
Sonora Investment Management Group
Arizona
$358K -$33.4K -217 -9%
FPCP
1360
Fort Point Capital Partners
California
$357K – – –
NSG
1361
Nalls Sherbakoff Group
Tennessee
$357K +$357K +2,344 New
FA
1362
Fiduciary Alliance
South Carolina
$356K – – –
MIC
1363
Means Investment Company
Maine
$355K -$1.54K -10 -0.4%
RCI
1364
RS Crum Inc
California
$355K +$308 +2 +0.1%
SFB
1365
STAR Financial Bank
Indiana
$355K -$133K -866 -27%
AIA
1366
Avalon Investment & Advisory
Texas
$355K – – –
BFIC
1367
Bedell Frazier Investment Counselling
California
$355K -$27.4K -178 -7%
BFC
1368
Bedel Financial Consulting
Indiana
$355K +$10.6K +69 +3%
SSW
1369
Stone Summit Wealth
Florida
$354K – – –
MWM
1370
Maripau Wealth Management
Indiana
$352K -$2.77K -18 -0.8%
JWM
1371
Jeppson Wealth Management
California
$351K -$14.2K -92 -4%
C
1372
Certuity
Florida
$350K +$36.8K +239 +12%
CS
1373
Cannell & Spears
New York
$350K -$154 -1 -0%
EWM
1374
EPG Wealth Management
Georgia
$349K +$6.32K +41 +2%
TFA
1375
Trinity Financial Advisors
Ohio
$349K +$462 +3 +0.1%
53 54
55
56 57