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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,713 hedge funds and large institutions have $30.3B invested in Vanguard Dividend Appreciation ETF in 2021 Q4 according to their latest regulatory filings, with 309 funds opening new positions, 666 increasing their positions, 472 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,713
Holders Change
+232
Holders Change %
+15.67%
% of All Funds
26.46%
Holding in Top 10
242
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+17.48%
% of All Funds
3.74%
New
309
Increased
666
Reduced
472
Closed
55
Calls
$104M
Puts
$57.6M
Net Calls
+$46.9M
Net Calls Change
+$53.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.34B
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$185M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.77B
4
AWM
4
AE Wealth Management
Kansas
$72.8M
5
UBS Group
5
UBS Group
Switzerland
$1.01B

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.17B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$811M
3
AI
3
Atria Investments
North Carolina
$4.64M
4
CG
4
Colony Group
Massachusetts
$130M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$982M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
1501
Ipswich Investment Management
Massachusetts
$235K – – –
FPCM
1502
Financial Partners Capital Management
New York
$235K -$2.92K -17 -1%
POIA
1503
Pin Oak Investment Advisors
Texas
$231K – – –
GWM
1504
GSB Wealth Management
Connecticut
$231K +$231K +1,348 New
RMC
1505
Resources Management Corp
Connecticut
$230K – – –
SCM
1506
Shelton Capital Management
Colorado
$230K – – –
CDIA
1507
Capital Directions Investment Advisors
Georgia
$230K – – –
CRI
1508
Colonial River Investments
Virginia
$230K +$230K +1,337 New
PCG
1509
Prosperity Consulting Group
Maryland
$230K +$230K +1,394 New
PCA
1510
Peddock Capital Advisors
Massachusetts
$229K +$172 +1 +0.1%
OWA
1511
One Wealth Advisors
California
$228K +$516 +3 +0.2%
TPW
1512
TL Private Wealth
Texas
$228K +$955 +6 +0.4%
AWA
1513
Archvest Wealth Advisors
California
$228K +$228K +1,325 New
XF
1514
XML Financial
Maryland
$228K +$228K +1,330 New
KWA
1515
Kellett Wealth Advisors
Ohio
$227K +$227K +1,323 New
SWM
1516
Sanctuary Wealth Management
Idaho
$227K +$227K +1,324 New
B
1517
BetterWealth
California
$227K +$227K +1,324 New
NSAM
1518
North Star Asset Management
Wisconsin
$226K – – –
1WM
1519
1900 Wealth Management
Texas
$226K – – –
EWP
1520
Engrave Wealth Partners
Texas
$226K – – –
BC
1521
Barnett & Company
Tennessee
$225K +$183K +1,065 +436%
FWM
1522
ForthRight Wealth Management
Georgia
$225K +$225K +1,308 New
BFG
1523
Baron Financial Group
New Jersey
$225K – – –
WWM
1524
Wolff Wiese Magana
California
$224K -$9.45K -55 -4%
NPA
1525
Nichols & Pratt Advisers
Massachusetts
$223K – – –
59 60
61
62 63