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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,785 hedge funds and large institutions have $64.4B invested in Vanguard Dividend Appreciation ETF in 2022 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 686 increasing their positions, 594 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+149
Holders Change %
+9.11%
% of All Funds
28.8%
Holding in Top 10
265
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+13.73%
% of All Funds
4.28%
New
243
Increased
686
Reduced
594
Closed
54
Calls
$210M
Puts
$60.5M
Net Calls
+$150M
Net Calls Change
+$7.94M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$4.23B
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$642M
3
Wells Fargo
Wells Fargo
California
$1.62B
4
Mariner
Mariner
Kansas
$204M
5
UBS Group
UBS Group
Switzerland
$960M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$35.7B
2
Wealthfront Advisers
Wealthfront Advisers
California
$767M
3
VWM
Venturi Wealth Management
Texas
$3.37M
4
AL
Aspiriant LLC
California
$149M
5
TF
Trek Financial
Arizona
$5.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRI
1576
Colonial River Investments
Virginia
$223K -$8.5K -56 -4%
CFS
1577
Cannon Financial Strategists
Georgia
$223K +$223K +1,466 New
CAP
1578
Columbia Advisory Partners
Washington
$222K -$150K -989 -40%
DFG
1579
Delta Financial Group
New Jersey
$222K +$222K +1,460 New
AWM
1580
Accurate Wealth Management
Florida
$221K -$181K -1,171 -45%
SCP
1581
Shorepoint Capital Partners
Massachusetts
$221K +$221K +1,453 New
ST
1582
Sentinel Trust
Texas
$221K +$221K +1,455 New
MFS
1583
Madrona Financial Services
Washington
$220K -$6.68K -44 -3%
IIM
1584
Ipswich Investment Management
Massachusetts
$220K +$220K +1,451 New
MAP
1585
Milestone Advisory Partners
North Carolina
$220K +$220K +1,450 New
TIM
1586
Tortoise Investment Management
New York
$219K – – –
CWM
1587
Campbell Wealth Management
Virginia
$219K -$25.2K -166 -10%
TPW
1588
TL Private Wealth
Texas
$219K +$219K +1,421 New
IMOV
1589
Investment Management of Virginia
Virginia
$219K +$219K +1,441 New
ST
1590
Spinnaker Trust
Maine
$218K -$34.2K -225 -14%
EWM
1591
Executive Wealth Management
Michigan
$218K +$218K +1,432 New
FCG
1592
Financial Connections Group
California
$217K -$23.6K -156 -10%
RI
1593
Rinkey Investments
California
$217K +$217K +1,427 New
PPW
1594
Presilium Private Wealth
Pennsylvania
$216K +$216K +1,425 New
WCM
1595
Windsor Capital Management
Arizona
$216K +$216K +1,424 New
MCM
1596
MV Capital Management
Maryland
$215K – – –
CCA
1597
Checchi Capital Advisers
California
$214K +$214K +1,407 New
DA
1598
Dash Acquisitions
California
$213K +$213K +1,404 New
SWM
1599
Southern Wealth Management
Texas
$213K +$213K +1,402 New
KFC
1600
Klingenstein Fields & Co
New York
$211K +$211K +1,390 New
62 63
64
65 66