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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 %
EA
1451
Ellsworth Advisors
Ohio
$266K – – –
OCM
1452
Orleans Capital Management
Louisiana
$264K – – –
CC
1453
Cadinha & Co
Hawaii
$264K – – –
AWM
1454
Accurate Wealth Management
Florida
$264K – – –
BFG
1455
Berger Financial Group
Minnesota
$264K +$26.5K +154 +11%
OFS
1456
Oldfather Financial Services
Nebraska
$263K – – –
FCIM
1457
Fairview Capital Investment Management
California
$263K – – –
DA
1458
Doliver Advisors
Texas
$260K -$246K -1,511 -49%
BlackRock
1459
BlackRock
New York
$260K -$9.1K -53 -3%
SCP
1460
Shorepoint Capital Partners
Massachusetts
$259K +$344 +2 +0.1%
HA
1461
HC Advisors
Georgia
$258K – – –
DWM
1462
Denver Wealth Management
Colorado
$258K +$258K +1,500 New
MPCL
1463
My Personal CFO LLC
Washington
$258K +$258K +1,505 New
WIP
1464
WealthCare Investment Partners
Rhode Island
$257K +$257K +1,496 New
BTW
1465
Boston Trust Walden
Massachusetts
$256K – – –
WG
1466
Welch Group
Alabama
$256K +$857 +5 +0.3%
TCM
1467
Triumph Capital Management
Colorado
$255K – – –
BWG
1468
Beta Wealth Group
California
$255K – – –
CFS
1469
Cannon Financial Strategists
Georgia
$253K – – –
BFA
1470
Bragg Financial Advisors
North Carolina
$252K – – –
SLA
1471
Silver Lake Advisory
Utah
$252K +$22.6K +132 +10%
BAM
1472
Bosun Asset Management
Illinois
$252K +$252K +1,470 New
CPSC
1473
Carl P. Sherr & Co
Massachusetts
$251K +$12.5K +73 +5%
FFA
1474
First Foundation Advisors
California
$251K +$15.5K +90 +7%
GSAM
1475
Grant Street Asset Management
Pennsylvania
$251K +$251K +1,460 New
57 58
59
60 61