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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 %
TF
1526
Tompkins Financial
New York
$108K – – –
SJIA
1527
St. James Investment Advisors
New York
$103K +$44.8K +330 +77%
NFSG
1528
Newbridge Financial Services Group
Florida
$100K +$27.8K +206 +39%
BAM
1529
Bellevue Asset Management
Washington
$96K – – –
MRCM
1530
M&R Capital Management
New Jersey
$96K +$268 +2 +0.3%
PFBT
1531
Parkside Financial Bank & Trust
Missouri
$94K – – –
VC
1532
Vestor Capital
Illinois
$93K +$25.5K +189 +38%
IFAM
1533
Institutional & Family Asset Management
Colorado
$92K – – –
FCMT
1534
Founders Capital Management (Texas)
Texas
$88K – – –
MWC
1535
MBM Wealth Consultants
Missouri
$86K – – –
ATC
1536
Adirondack Trust Company
New York
$85K – – –
EI
1537
Ellevest Inc
New York
$84K -$11.8K -87 -12%
GIA
1538
GHP Investment Advisors
Colorado
$84K +$67.5K +500 +410%
CCM
1539
Cribstone Capital Management
Maine
$82K -$2.98K -22 -4%
GA
1540
GoalVest Advisory
New York
$81K – – –
NOI
1541
Newton One Investments
Delaware
$81K – – –
WAM
1542
WFA Asset Management
Wisconsin
$78.9K +$271 +2 +0.3%
BLC
1543
Brown, Lisle/Cummings
Rhode Island
$75.7K – – –
EWM
1544
Evermay Wealth Management
Virginia
$75K +$8.89K +66 +13%
AssetMark Inc
1545
AssetMark Inc
California
$70K – – –
AWM
1546
Avondale Wealth Management
Texas
$70K – – –
TLCM
1547
Twin Lakes Capital Management
California
$68K +$134 +1 +0.2%
S
1548
Surevest
California
$67K +$407 +3 +0.6%
TFA
1549
Toth Financial Advisory
Virginia
$66K – – –
CFB
1550
Cullen/Frost Bankers
Texas
$63K – – –
60 61
62
63 64