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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 %
CSWG
1401
Cardinal Strategic Wealth Guidance
Kentucky
$246K – – –
VCM
1402
Vigilant Capital Management
Maine
$244K – – –
SLA
1403
Silver Lake Advisory
Utah
$244K +$6.5K +48 +3%
TAM
1404
Tucker Asset Management
Colorado
$244K -$2.68K -18 -1%
KWA
1405
Kellett Wealth Advisors
Ohio
$243K -$16.4K -110 -6%
OSNBOA
1406
Old Second National Bank of Aurora
Illinois
$243K – – –
FCM
1407
Fourpath Capital Management
Oklahoma
$243K +$405 +3 +0.2%
GAM
1408
Grandview Asset Management
Pennsylvania
$242K +$812 +6 +0.3%
BIA
1409
Benchmark Investment Advisors
Illinois
$242K +$4.99K +37 +2%
BFG
1410
Berger Financial Group
Minnesota
$241K -$53.2K -393 -18%
BHB
1411
Bank Hapoalim BM
Israel
$241K -$19.7K -146 -8%
HAS
1412
Holland Advisory Services
Florida
$241K – – –
BCI
1413
Brinker Capital Investments
Pennsylvania
$240K -$507K -3,759 -68%
HVP
1414
Hudson Value Partners
Florida
$240K +$27K +200 +13%
DP
1415
Dearborn Partners
Illinois
$240K +$45.3K +335 +23%
FWTB
1416
First Western Trust Bank
Colorado
$237K – – –
HCM
1417
Hilton Capital Management
New York
$237K – – –
UID
1418
Union Investments & Development
Israel
$237K +$237K +9,000 New
WAM
1419
Walker Asset Management
Missouri
$236K – – –
OWA
1420
Octavia Wealth Advisors
Ohio
$236K +$236K +1,745 New
FFA
1421
First Foundation Advisors
California
$235K -$70.7K -524 -23%
ACM
1422
AlphaStar Capital Management
North Carolina
$234K -$119K -884 -34%
CF
1423
Convergence Financial
Missouri
$234K – – –
LWP
1424
Legacy Wealth Planning
Nevada
$233K -$70K -517 -23%
LA
1425
Lakeside Advisors
Washington
$233K – – –
55 56
57
58 59