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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 %
PCFFS
1376
Pacific Center for Financial Services
California
$326K +$1.03K +6 +0.3%
GAM
1377
Grandview Asset Management
Pennsylvania
$326K +$326K +1,897 New
GCIG
1378
Grand Central Investment Group
Florida
$325K -$92.5K -539 -22%
OPA
1379
Old Port Advisors
Maine
$324K -$15.5K -91 -5%
WCAMG
1380
Woodard & Company Asset Management Group
North Carolina
$322K -$8.59K -50 -3%
FM
1381
Foster & Motley
Ohio
$322K – – –
MPM
1382
Meritage Portfolio Management
Kansas
$321K – – –
DP
1383
Denver PWM
Colorado
$318K – – –
Luther King Capital Management (LKCM)
1384
Luther King Capital Management (LKCM)
Texas
$317K – – –
ES
1385
ETF Store
Kansas
$316K +$316K +1,961 New
AF
1386
Aldebaran Financial
$314K – – –
NB
1387
NBT Bank
New York
$314K – – –
PWM
1388
Palumbo Wealth Management
New York
$314K +$858 +5 +0.3%
CSWG
1389
Cardinal Strategic Wealth Guidance
Kentucky
$313K – – –
VCM
1390
Vigilant Capital Management
Maine
$310K – – –
BPC
1391
Banque Pictet & Cie
Switzerland
$309K – – –
PNAA
1392
Pictet North America Advisors
Switzerland
$309K – – –
PL
1393
Plancorp LLC
Missouri
$308K -$29K -169 -9%
EWM
1394
EPG Wealth Management
Georgia
$308K +$688 +4 +0.2%
FCM
1395
Fourpath Capital Management
Oklahoma
$308K +$308K +1,794 New
CCM
1396
Cullen Capital Management
New York
$308K +$308K +1,795 New
KFS
1397
Kaizen Financial Strategies
California
$307K +$515 +3 +0.2%
HAS
1398
Holland Advisory Services
Florida
$306K +$306K +1,780 New
NCM
1399
Neumann Capital Management
California
$304K – – –
HCM
1400
Hilton Capital Management
New York
$302K +$15.8K +92 +6%
54 55
56
57 58