VIG icon

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 %
SWM
1476
Southern Wealth Management
Texas
$272K +$56.1K +364 +26%
WG
1477
Watchman Group
Texas
$269K +$269K +1,749 New
BIA
1478
Benchmark Investment Advisors
Illinois
$269K -$22.8K -148 -8%
CFS
1479
Cannon Financial Strategists
Georgia
$268K +$42.5K +276 +19%
IAMOG
1480
Investors Asset Management of Georgia
Georgia
$267K +$1.39K +9 +0.5%
OWA
1481
Octavia Wealth Advisors
Ohio
$266K +$770 +5 +0.3%
MCA
1482
Maryland Capital Advisors
Maryland
$266K – – –
LA
1483
Lakeside Advisors
Washington
$265K – – –
BFG
1484
Berger Financial Group
Minnesota
$265K +$7.7K +50 +3%
DTC
1485
Davidson Trust Company
Washington
$264K +$264K +1,717 New
WF
1486
Welch & Forbes
Massachusetts
$264K – – –
PWG
1487
Private Wealth Group
Florida
$263K – – –
LC
1488
Lindbrook Capital
California
$263K – – –
MAWA
1489
Moss Adams Wealth Advisors
Washington
$263K +$1.23K +8 +0.5%
BHWM
1490
Bay Harbor Wealth Management
Maryland
$262K – – –
PWMG
1491
Pioneer Wealth Management Group
Texas
$262K -$11.5K -75 -4%
RVPG
1492
Relative Value Partners Group
$261K +$32.2K +209 +14%
NA
1493
Navellier & Associates
Nevada
$261K +$1.23K +8 +0.5%
ACM
1494
AlphaStar Capital Management
North Carolina
$260K – – –
LFA
1495
Legacy Financial Advisors
Kentucky
$259K -$8.01K -52 -3%
HHGA
1496
Halbert Hargrove Global Advisors
California
$256K +$1.23K +8 +0.5%
SAM
1497
Silvercrest Asset Management
New York
$255K -$34.7K -225 -12%
IPW
1498
Intergy Private Wealth
Colorado
$255K -$7.08K -46 -3%
AC
1499
Abbrea Capital
California
$254K – – –
TCM
1500
Triumph Capital Management
Colorado
$254K -$63.6K -413 -20%
58 59
60
61 62