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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,679 hedge funds and large institutions have $25.8B invested in Vanguard Dividend Appreciation ETF in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 711 increasing their positions, 578 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,679
Holders Change
-34
Holders Change %
-1.98%
% of All Funds
28.39%
Holding in Top 10
237
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.72%
% of All Funds
4.01%
New
83
Increased
711
Reduced
578
Closed
95
Calls
$136M
Puts
$111M
Net Calls
+$25M
Net Calls Change
+$75.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$225M
2
Morgan Stanley
Morgan Stanley
New York
+$64.7M
3
Wells Fargo
Wells Fargo
California
+$55.8M
4
PA
PFG Advisors
Arizona
+$55M
5
AL
Aspiriant LLC
California
+$45.1M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$61M
2
PCOC
Power Corp of Canada
Canada
-$35.9M
3
BC
Brio Consultants
California
-$34.3M
4
Charles Schwab
Charles Schwab
California
-$24.2M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
1526
Edmond de Rothschild Holding
Switzerland
$179K – – –
TF
1527
TimeScale Financial
Massachusetts
$172K -$6.76K -47 -4%
ZIG
1528
Zullo Investment Group
Pennsylvania
$172K – – –
GWS
1529
Glassman Wealth Services
Virginia
$169K – – –
TFP
1530
Tilia Fiduciary Partners
North Carolina
$165K +$8.62K +60 +6%
CWA
1531
Clearview Wealth Advisors
Oregon
$155K -$4.58K -32 -3%
PWMG
1532
Prestige Wealth Management Group
New Jersey
$155K +$16.4K +114 +12%
BFPW
1533
BOK Financial Private Wealth
Colorado
$155K +$155K +1,077 New
PO
1534
Private Ocean
California
$150K – – –
CWP
1535
Concord Wealth Partners
Virginia
$150K +$430 +3 +0.3%
OC
1536
Oakworth Capital
Alabama
$149K – – –
CWM
1537
Consultiva Wealth Management
Puerto Rico
$149K +$575 +4 +0.4%
HCP
1538
Hexagon Capital Partners
Arkansas
$147K – – –
FFC
1539
First Financial Corp
Indiana
$143K – – –
AWM
1540
Abound Wealth Management
Tennessee
$138K – – –
HFA
1541
HC Financial Advisors
California
$136K +$2.73K +19 +2%
PGAM
1542
Princeton Global Asset Management
New Jersey
$132K +$144 +1 +0.1%
FSWA
1543
Financial Synergies Wealth Advisors
Texas
$129K +$129K +901 New
RBC
1544
Roble Belko & Company
Pennsylvania
$126K – – –
MIM
1545
Macroview Investment Management
Maryland
$122K +$29.3K +204 +32%
FMP
1546
Financial Management Professionals
Texas
$122K +$122K +848 New
MFT
1547
Moisand Fitzgerald Tamayo
Florida
$120K +$120K +833 New
Bank of Montreal
1548
Bank of Montreal
Ontario, Canada
$119K +$3.54K +23,110 +3%
GC
1549
Garde Capital
Washington
$118K -$6.58K -46 -5%
TF
1550
Tompkins Financial
New York
$115K -$57.5K -400 -33%
60 61
62
63 64