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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 %
PWM
1451
Palumbo Wealth Management
New York
$286K +$924 +6 +0.3%
VCM
1452
Vigilant Capital Management
Maine
$286K – – –
IFPG
1453
Intrepid Financial Planning Group
Indiana
$286K – – –
BC
1454
Barnett & Company
Tennessee
$284K -$27.7K -180 -9%
AR
1455
Apeiron RIA
Texas
$283K -$22.2K -144 -7%
EPA
1456
Element Pointe Advisors
Florida
$283K +$20.9K +136 +8%
MCM
1457
Mattern Capital Management
Colorado
$282K -$22K -143 -7%
Susquehanna International Group
1458
Susquehanna International Group
Pennsylvania
$282K -$2.8M -18,178 -91%
NB
1459
NBT Bank
New York
$281K – – –
WKSWA
1460
White Knight Strategic Wealth Advisors
New Jersey
$281K -$181K -1,175 -39%
MWPCG
1461
Measured Wealth Private Client Group
New Hampshire
$281K – – –
PAI
1462
Pittenger & Anderson Inc
Nebraska
$281K -$71.3K -463 -20%
CWM
1463
Cahaba Wealth Management
Georgia
$280K +$29K +188 +12%
AIM
1464
Anchor Investment Management
South Carolina
$280K – – –
DPI
1465
Diversified Portfolios Inc
Michigan
$279K +$39K +253 +16%
FAM
1466
Family Asset Management
South Carolina
$279K -$14.8K -96 -5%
FCM
1467
Fourpath Capital Management
Oklahoma
$278K +$462 +3 +0.2%
VDBMI
1468
Van Den Berg Management I
Texas
$277K -$770 -5 -0.3%
HVP
1469
Hudson Value Partners
Florida
$277K +$3.39K +22 +1%
WCAMG
1470
Woodard & Company Asset Management Group
North Carolina
$276K -$10.8K -70 -4%
HAS
1471
Holland Advisory Services
Florida
$274K – – –
WAM
1472
Walker Asset Management
Missouri
$273K – – –
DP
1473
Dearborn Partners
Illinois
$273K – – –
TCWA
1474
Ten Capital Wealth Advisors
Washington
$272K +$144K +935 +112%
CD
1475
Chapin Davis
Maryland
$272K +$616 +4 +0.2%
57 58
59
60 61