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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 %
EDRH
1501
Edmond de Rothschild Holding
Switzerland
$169K – – –
ZIG
1502
Zullo Investment Group
Pennsylvania
$162K – – –
TFP
1503
Tilia Fiduciary Partners
North Carolina
$162K +$6.24K +46 +4%
TF
1504
TimeScale Financial
Massachusetts
$161K -$1.08K -8 -0.7%
SAM
1505
Selway Asset Management
$161K +$161K +1,190 New
GWS
1506
Glassman Wealth Services
Virginia
$159K – – –
LFG
1507
Larson Financial Group
Missouri
$153K +$62.8K +466 +70%
CL
1508
COWA LLC
Oklahoma
$150K +$150K +1,100 New
BFPW
1509
BOK Financial Private Wealth
Colorado
$146K – – –
CWA
1510
Clearview Wealth Advisors
Oregon
$146K – – –
CWM
1511
Consultiva Wealth Management
Puerto Rico
$141K +$542 +4 +0.4%
SIC
1512
SJS Investment Consulting
Ohio
$141K +$141K +1,044 New
OC
1513
Oakworth Capital
Alabama
$140K – – –
HCP
1514
Hexagon Capital Partners
Arkansas
$138K – – –
FFC
1515
First Financial Corp
Indiana
$135K – – –
Bank of Montreal
1516
Bank of Montreal
Ontario, Canada
$134K +$12.6K +80,629 +10%
PO
1517
Private Ocean
California
$134K -$7.29K -54 -5%
PWMG
1518
Prestige Wealth Management Group
New Jersey
$131K -$15.3K -113 -10%
EC
1519
Estate Counselors
Wisconsin
$126K -$6.55M -48,585 -98%
PGAM
1520
Princeton Global Asset Management
New Jersey
$124K +$135 +1 +0.1%
RBC
1521
Roble Belko & Company
Pennsylvania
$119K – – –
HI
1522
Hudock Inc
Pennsylvania
$116K +$42.3K +314 +57%
SWM
1523
Selective Wealth Management
Virginia
$114K +$27.7K +205 +32%
MFT
1524
Moisand Fitzgerald Tamayo
Florida
$113K – – –
TCWA
1525
Ten Capital Wealth Advisors
Washington
$113K +$60.2K +444 +114%
59 60
61
62 63