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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 %
FTC
1426
Farmers Trust Company
Ohio
$233K – – –
MCA
1427
Maryland Capital Advisors
Maryland
$233K – – –
FB
1428
Fulton Bank
Pennsylvania
$233K +$233K +1,724 New
FA
1429
Fermata Advisors
California
$232K -$167K -1,237 -42%
PA
1430
PSI Advisors
Florida
$232K -$9.44K -70 -4%
CI
1431
CX Institutional
Indiana
$232K +$159K +1,176 +218%
Group One Trading
1432
Group One Trading
Illinois
$232K +$232K +1,713 New
SAM
1433
Summit Asset Management
Tennessee
$231K – – –
EPA
1434
Element Pointe Advisors
Florida
$230K – – –
IPW
1435
Intergy Private Wealth
Colorado
$230K – – –
ML
1436
Mayport LLC
Massachusetts
$230K +$230K +1,700 New
SFPM
1437
Sensible Financial Planning & Management
Massachusetts
$229K -$81.2K -600 -26%
FDCC
1438
Foster Dykema Cabot & Co
Massachusetts
$229K – – –
IBOK
1439
Independence Bank of Kentucky
Kentucky
$227K – – –
NA
1440
Navellier & Associates
Nevada
$226K +$1.08K +8 +0.5%
DW
1441
Domani Wealth
Pennsylvania
$225K -$57.6K -427 -20%
FCCM
1442
First City Capital Management
Georgia
$225K – – –
ST
1443
Spinnaker Trust
Maine
$224K -$108K -800 -33%
HHGA
1444
Halbert Hargrove Global Advisors
California
$222K +$1.08K +8 +0.5%
AWMG
1445
Alliance Wealth Management Group
New Jersey
$221K – – –
NCM
1446
Neumann Capital Management
California
$221K – – –
TCM
1447
Towercrest Capital Management
Pennsylvania
$221K – – –
OFS
1448
Oldfather Financial Services
Nebraska
$221K – – –
SC
1449
Schubert & Co
Texas
$219K – – –
FFM
1450
Forum Financial Management
Illinois
$218K -$32.4K -240 -13%
56 57
58
59 60