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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
1
Wealthfront Advisers
California
$882M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$215M
3
RJA
3
Raymond James & Associates
Florida
$331M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$270M
5
AWM
5
Apollon Wealth Management
South Carolina
$39.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.39B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$474M
3
B
3
Barings
North Carolina
$0
4
Brown Advisory
4
Brown Advisory
Maryland
$158M
5
Charles Schwab
5
Charles Schwab
California
$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
126
Diversified Trust
Tennessee
$27.1M -$469K -3,044 -2%
PI
127
PFS Investments
Georgia
$26.3M -$592K -3,830 -2%
CAWM
128
Capital Advisors Wealth Management
Washington
$26.2M +$684K +4,441 +3%
EA
129
Eclectic Associates
California
$26.2M +$151K +978 +0.6%
CAL
130
Capital Advisors Ltd
Ohio
$25.8M -$2.17M -14,116 -8%
AAS
131
Ameritas Advisory Services
Nebraska
$25.7M -$3.84M -24,623 -13%
CWC
132
Carolinas Wealth Consulting
North Carolina
$25.2M -$2.78M -18,062 -10%
ECG
133
Edge Capital Group
Georgia
$25.1M -$2.62M -17,018 -9%
MA
134
Mutual Advisors
Nebraska
$24.8M +$5.14M +33,388 +26%
LWANC
135
Laurel Wealth Advisors (North Carolina)
North Carolina
$24.8M +$554K +3,597 +2%
Prudential Financial
136
Prudential Financial
New Jersey
$24.7M -$6.48M -44,715 -21%
FCM
137
Firestone Capital Management
Florida
$24.6M -$415K -2,692 -2%
FI
138
FIDELIS iM
Oregon
$24.4M +$1.59M +10,316 +7%
AA
139
Ancora Advisors
Ohio
$24.2M -$39.4K -256 -0.2%
MAC
140
Mason & Associates (California)
California
$24.2M -$575K -3,734 -2%
GLLW
141
Graves Light Lenhart Wealth
Virginia
$24M +$94.4K +613 +0.4%
EL
142
EWA LLC
Pennsylvania
$23.9M +$23.9M +153,737 New
SI
143
Stephens Inc
Arkansas
$23.9M -$1.27M -8,252 -5%
AP
144
Arlington Partners
Alabama
$23.7M -$410K -2,661 -2%
BRWA
145
B. Riley Wealth Advisors
Florida
$23.5M -$4.71M -30,561 -17%
Toronto Dominion Bank
146
Toronto Dominion Bank
Ontario, Canada
$23.5M -$3.08M -20,000 -12%
EDRIA
147
Edmonds Duncan Registered Investment Advisors
Kansas
$23.2M +$550K +3,570 +2%
SAF
148
Smith Anglin Financial
Texas
$22.3M +$307K +1,994 +1%
HI
149
Human Investing
Oregon
$22.3M +$2.01M +13,079 +10%
OIA
150
OneDigital Investment Advisors
Kansas
$22.2M +$3.73M +24,203 +20%
4 5
6
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