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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,636 hedge funds and large institutions have $29.3B invested in Vanguard Dividend Appreciation ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 724 increasing their positions, 552 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,636
Holders Change
-43
Holders Change %
-2.56%
% of All Funds
28.29%
Holding in Top 10
233
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.69%
% of All Funds
4.03%
New
66
Increased
724
Reduced
552
Closed
81
Calls
$202M
Puts
$60.1M
Net Calls
+$142M
Net Calls Change
+$117M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$77M
2
Wells Fargo
Wells Fargo
California
+$47.8M
3
WA
Waverly Advisors
Alabama
+$43M
4
AL
Aspiriant LLC
California
+$38.6M
5
PFO
Pathstone Family Office
New Jersey
+$29.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$244M
2
PA
PFG Advisors
Arizona
-$65.5M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$50.3M
4
TF
Trek Financial
Arizona
-$40.5M
5
BMM
Berkshire Money Management
Massachusetts
-$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
1476
Libra Wealth
California
$204K – – –
DWM
1477
Denver Wealth Management
Colorado
$204K +$948 +7 +0.5%
BO
1478
Bank OZK
Arkansas
$203K -$1.76K -13 -0.9%
CC
1479
Courier Capital
New York
$203K – – –
TNBTD
1480
Trustmark National Bank Trust Department
Mississippi
$203K – – –
HBT
1481
Hills Bank & Trust
Iowa
$203K – – –
HA
1482
HC Advisors
Georgia
$203K – – –
MPCL
1483
My Personal CFO LLC
Washington
$203K – – –
BTW
1484
Boston Trust Walden
Massachusetts
$202K – – –
MFS
1485
Madrona Financial Services
Washington
$202K +$5.94K +44 +3%
AWM
1486
Abound Wealth Management
Tennessee
$201K +$71.4K +528 +55%
OA
1487
Operose Advisors
Wisconsin
$195K – – –
TIM
1488
Tortoise Investment Management
New York
$195K – – –
FSWA
1489
Financial Synergies Wealth Advisors
Texas
$191K +$69.3K +513 +57%
MCM
1490
MV Capital Management
Maryland
$191K – – –
RDFA
1491
Ritter Daniher Financial Advisory
Ohio
$190K – – –
HCA
1492
Heck Capital Advisors
Wisconsin
$187K – – –
JEST
1493
JTC Employer Solutions Trustee
Jersey
$186K – – –
PP
1494
Pacifica Partners
Canada
$183K – – –
POIA
1495
Pin Oak Investment Advisors
Texas
$182K – – –
CDIA
1496
Capital Directions Investment Advisors
Georgia
$181K -$193K -1,342 Closed
BlackRock
1497
BlackRock
New York
$178K -$674 -5 -0.4%
WWM
1498
Wolff Wiese Magana
California
$176K – – –
RMC
1499
Resources Management Corp
Connecticut
$174K -$4.88K -36 -3%
AWM
1500
AllSquare Wealth Management
New York
$172K – – –
58 59
60
61 62