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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 %
PFA
1551
Professional Financial Advisors
Nebraska
$63K – – –
HF
1552
Halpern Financial
Virginia
$60.3K – – –
MAWCM
1553
Mine & Arao Wealth Creation & Management
California
$59K – – –
CWM
1554
Castle Wealth Management
Florida
$56K -$270 -2 -0.5%
JWM
1555
Janiczek Wealth Management
Colorado
$52K – – –
CT
1556
Clearstead Trust
Maine
$52K +$52K +388 New
CWA
1557
Carolina Wealth Advisors
South Carolina
$49K – – –
KFI
1558
Key Financial Inc
Pennsylvania
$45K +$22.3K +166 +98%
MA
1559
MCF Advisors
Kentucky
$45K +$24.2K +178 +116%
PWP
1560
Principle Wealth Partners
Connecticut
$43.5K +$2.55K +18,842 +6%
CCA
1561
Column Capital Advisors
Indiana
$43K – – –
EAM
1562
Eukles Asset Management
Ohio
$42K – – –
IRC
1563
Investors Research Corp
Georgia
$41K – – –
DAC
1564
Dividend Assets Capital
South Carolina
$41K – – –
HCM
1565
Horrell Capital Management
Arkansas
$41K – – –
PSB
1566
Piscataqua Savings Bank
New Hampshire
$40K – – –
ME
1567
McIlrath & Eck
Washington
$38K – – –
WBC
1568
West Branch Capital
Massachusetts
$38K – – –
GTAM
1569
Global Trust Asset Management
Florida
$38K +$35.3K +264 +1,320%
MM
1570
Main Management
California
$35K +$35K +261 New
WWP
1571
WR Wealth Planners
Missouri
$34.2K -$6.9K -51 -17%
CH
1572
Canton Hathaway
Rhode Island
$34K – – –
PCTC
1573
Perkins Coie Trust Company
Washington
$34K – – –
DWA
1574
Dougherty Wealth Advisers
Minnesota
$34K – – –
LPP
1575
Life Planning Partners
Florida
$33.5K – – –
61 62
63
64 65