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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 %
OFG
1426
Oxford Financial Group
Indiana
$304K – – –
HTHT
1427
Hemenway Trust Hemenway Trust
New Hampshire
$303K -$7.7K -50 -2%
SDAM
1428
Shulman DeMeo Asset Management
New York
$303K +$462 +3 +0.2%
OSNBOA
1429
Old Second National Bank of Aurora
Illinois
$302K -$863K -5,605 -74%
TLFA
1430
True Link Financial Advisors
California
$302K -$34.7K -225 -10%
IWS
1431
Insight Wealth Strategies
California
$301K +$154 +1 +0.1%
LFG
1432
Larson Financial Group
Missouri
$301K +$75K +487 +33%
FFP
1433
FourThought Financial Partners
Florida
$301K – – –
GFWA
1434
Grey Fox Wealth Advisors
Delaware
$299K +$1.39K +9 +0.5%
PCFFS
1435
Pacific Center for Financial Services
California
$297K +$297K +1,928 New
NLG
1436
New Legacy Group
New York
$296K – – –
AMCA
1437
Arthur M. Cohen & Associates
Illinois
$296K – – –
CCM
1438
Crew Capital Management
Ohio
$295K -$19.1K -124 -6%
GLR
1439
Great Lakes Retirement
Ohio
$293K – – –
PIM
1440
Penobscot Investment Management
Massachusetts
$293K +$293K +1,900 New
OPA
1441
Old Port Advisors
Maine
$293K -$3.1K -20 -1%
IA
1442
IFG Advisors
Missouri
$292K +$1.08K +7 +0.4%
WE
1443
Wealth Effects
Massachusetts
$290K – – –
ACA
1444
Anchor Capital Advisors
Massachusetts
$290K – – –
1832 Asset Management
1445
1832 Asset Management
Ontario, Canada
$290K – – –
APW
1446
Aurora Private Wealth
New Jersey
$288K -$5.4K -35 -2%
TI
1447
tru Independence
Oregon
$288K +$462 +3 +0.2%
IFPL
1448
Investments & Financial Planning LLC
Kentucky
$287K – – –
CF
1449
Convergence Financial
Missouri
$286K +$20K +130 +8%
APG
1450
Abacus Planning Group
South Carolina
$286K +$924 +6 +0.3%
56 57
58
59 60