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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 %
JF
1376
JSF Financial
California
$264K +$264K +1,955 New
NFP
1377
Narus Financial Partners
Utah
$263K +$48.5K +359 +23%
YWS
1378
Yarger Wealth Strategies
Ohio
$263K +$946 +7 +0.4%
VDBMI
1379
Van Den Berg Management I
Texas
$261K -$8.11K -60 -3%
ZIM
1380
Zacks Investment Management
Illinois
$261K +$19.8K +146 +8%
SAM
1381
Silvercrest Asset Management
New York
$260K -$29.1K -215 -10%
AMCA
1382
Arthur M. Cohen & Associates
Illinois
$260K -$27.1K -200 -9%
NLG
1383
New Legacy Group
New York
$260K – – –
TT
1384
TI-Trust
Illinois
$260K +$11.8K +87 +5%
PCFFS
1385
Pacific Center for Financial Services
California
$259K +$812 +6 +0.3%
OCM
1386
One Capital Management
California
$258K – – –
SAM
1387
Seelaus Asset Management
New Jersey
$256K -$61.5K -456 -19%
I
1388
INVST
Indiana
$255K +$545 +4 +0.2%
ACA
1389
Anchor Capital Advisors
Massachusetts
$254K – – –
WCAMG
1390
Woodard & Company Asset Management Group
North Carolina
$253K – – –
LA
1391
LVW Advisors
New York
$253K +$31K +229 +14%
TI
1392
tru Independence
Oregon
$252K +$252K +1,861 New
IFPG
1393
Intrepid Financial Planning Group
Indiana
$251K – – –
IAMOG
1394
Investors Asset Management of Georgia
Georgia
$251K +$197K +1,454 +364%
PWM
1395
Palumbo Wealth Management
New York
$250K -$21.8K -161 -8%
NSAM
1396
North Star Asset Management
Wisconsin
$250K +$270 +2 +0.1%
AR
1397
Apeiron RIA
Texas
$250K +$250K +1,836 New
GCIG
1398
Grand Central Investment Group
Florida
$247K – – –
SFP
1399
Shepherd Financial Partners
Massachusetts
$247K +$10.6K +78 +4%
EP
1400
Essential Planning
New Hampshire
$247K +$247K +1,828 New
54 55
56
57 58