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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
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 %
FTC
1501
Farmers Trust Company
Ohio
$253K -$11.7K -76 -4%
OFS
1502
Oldfather Financial Services
Nebraska
$252K – – –
MCA
1503
Magnolia Capital Advisors
Mississippi
$251K +$251K +1,633 New
RI
1504
Rinkey Investments
California
$251K +$31.6K +205 +14%
FDCC
1505
Foster Dykema Cabot & Co
Massachusetts
$251K – – –
SC
1506
Schubert & Co
Texas
$250K – – –
LHWM
1507
Lake Hills Wealth Management
Texas
$250K -$72.5K -471 -23%
SXL
1508
Summit X LLC
Missouri
$250K +$250K +1,621 New
CIA
1509
Cape Investment Advisory
Georgia
$249K +$249K +1,615 New
FCCM
1510
First City Capital Management
Georgia
$248K +$2.52K +16 +1%
LT
1511
Legacy Trust
Michigan
$247K – – –
ML
1512
Mayport LLC
Massachusetts
$246K – – –
SM
1513
Sensible Money
Arizona
$246K -$9.24K -60 -4%
GAM
1514
Grandview Asset Management
Pennsylvania
$244K -$8.92K -58 -4%
CPSC
1515
Carl P. Sherr & Co
Massachusetts
$243K +$5.24K +34 +2%
DFG
1516
Delta Financial Group
New Jersey
$242K +$17.2K +112 +8%
OCM
1517
Orleans Capital Management
Louisiana
$242K – – –
WMA
1518
Wealth Management Associates
New Jersey
$241K – – –
SAM
1519
Summit Asset Management
Tennessee
$241K -$23.1K -150 -9%
PFA
1520
Petra Financial Advisors
Colorado
$240K – – –
GCP
1521
Gill Capital Partners
Colorado
$240K – – –
AWM
1522
Altus Wealth Management
Kentucky
$240K – – –
FF
1523
Francis Financial
$240K – – –
GA
1524
Goldstein Advisors
Wisconsin
$239K +$239K +1,552 New
SAM
1525
Strategy Asset Managers
California
$239K +$239K +1,551 New
59 60
61
62 63