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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,785 hedge funds and large institutions have $64.4B invested in Vanguard Dividend Appreciation ETF in 2022 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 686 increasing their positions, 594 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+149
Holders Change %
+9.11%
% of All Funds
28.8%
Holding in Top 10
265
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+13.73%
% of All Funds
4.28%
New
243
Increased
686
Reduced
594
Closed
54
Calls
$210M
Puts
$60.5M
Net Calls
+$150M
Net Calls Change
+$7.94M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.23B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$642M
3
Wells Fargo
3
Wells Fargo
California
$1.62B
4
Mariner
4
Mariner
Kansas
$204M
5
UBS Group
5
UBS Group
Switzerland
$960M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$35.7B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$767M
3
VWM
3
Venturi Wealth Management
Texas
$3.37M
4
AL
4
Aspiriant LLC
California
$149M
5
TF
5
Trek Financial
Arizona
$5.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
126
B. Riley Wealth Advisors
Florida
$27.9M +$1.11M +7,284 +4%
PCIA
127
Prime Capital Investment Advisors
Kansas
$27.7M +$19.5M +128,213 +236%
CWC
128
Carolinas Wealth Consulting
North Carolina
$27.6M +$277K +1,822 +1%
CAL
129
Capital Advisors Ltd
Ohio
$27.6M +$2.92M +19,255 +12%
HFS
130
Howard Financial Services
Texas
$27.4M -$563K -3,707 -2%
ECG
131
Edge Capital Group
Georgia
$27.3M +$1.29M +8,509 +5%
DT
132
Diversified Trust
Tennessee
$27.2M -$1.03M -6,754 -4%
AC
133
ASB Consultores
Florida
$27M +$237K +1,558 +0.9%
SFG
134
StrategIQ Financial Group
Indiana
$27M +$1.68M +11,050 +7%
PI
135
PFS Investments
Georgia
$26.4M -$1.4M -9,202 -5%
Toronto Dominion Bank
136
Toronto Dominion Bank
Ontario, Canada
$26.3M -$7.59M -50,000 -22%
EA
137
Eclectic Associates
California
$25.6M -$149K -982 -0.6%
BWFA
138
Baltimore-Washington Financial Advisors
Maryland
$25.6M -$20.8M -137,083 -45%
AT
139
American Trust
Kentucky
$25.6M +$1.38M +9,118 +6%
CAWM
140
Capital Advisors Wealth Management
Washington
$25.2M +$1.32M +8,702 +6%
ONB
141
Old National Bancorp
Indiana
$25.1M +$13.4M +88,255 +115%
SI
142
Stephens Inc
Arkansas
$24.8M +$647K +4,262 +3%
FCM
143
Firestone Capital Management
Florida
$24.6M +$213K +1,405 +0.9%
MAC
144
Mason & Associates (California)
California
$24.4M -$654K -4,305 -3%
AA
145
Ancora Advisors
Ohio
$23.9M +$614K +4,041 +3%
LWANC
146
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.9M +$787K +5,185 +3%
MMA
147
Miracle Mile Advisors
California
$23.9M +$16.1M +105,853 +206%
BSSFA
148
Baron Silver Stevens Financial Advisors
Florida
$23.9M +$544K +3,582 +2%
AP
149
Arlington Partners
Alabama
$23.7M -$158K -1,039 -0.7%
APP
150
Avantax Planning Partners
Iowa
$23.6M -$5.99M -39,414 -20%
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6
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