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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 %
SCP
1526
Shorepoint Capital Partners
Massachusetts
$237K +$12.9K +84 +6%
OFG
1527
Omega Financial Group
California
$236K +$236K +1,535 New
WWP
1528
Waypoint Wealth Partners
California
$236K +$9.09K +59 +4%
GC
1529
Garde Capital
Washington
$235K – – –
PL
1530
Plancorp LLC
Missouri
$235K – – –
FCH
1531
Freestone Capital Holdings
Washington
$233K +$233K +1,515 New
ICP
1532
Interchange Capital Partners
Pennsylvania
$233K +$233K +1,511 New
LW
1533
Libra Wealth
California
$232K – – –
LDB
1534
Lee, Danner & Bass
Tennessee
$232K – – –
HBT
1535
Hills Bank & Trust
Iowa
$232K – – –
TSS
1536
Two Sigma Securities
New York
$232K -$156K -1,012 -40%
MPCL
1537
My Personal CFO LLC
Washington
$232K – – –
CC
1538
Courier Capital
New York
$231K – – –
BO
1539
Bank OZK
Arkansas
$231K – – –
TNBTD
1540
Trustmark National Bank Trust Department
Mississippi
$231K – – –
HA
1541
HC Advisors
Georgia
$231K – – –
RAG
1542
RIA Advisory Group
Iowa
$231K +$231K +1,498 New
CCA
1543
Column Capital Advisors
Indiana
$230K +$181K +1,177 +370%
GFA
1544
Gallagher Fiduciary Advisors
Illinois
$230K +$230K +1,491 New
SW
1545
Simplicity Wealth
New Jersey
$229K +$229K +1,487 New
SOS
1546
Silver Oak Securities
Tennessee
$227K -$50.7K -330 -18%
BRA
1547
Biechele Royce Advisors
Indiana
$227K +$227K +1,474 New
BAM
1548
Bosun Asset Management
Illinois
$226K +$226K +1,470 New
ACP
1549
Aveo Capital Partners
Colorado
$226K +$226K +1,469 New
AWAG
1550
ARS Wealth Advisors Group
Florida
$226K -$3.7K -24 -2%
60 61
62
63 64