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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 %
NWM
1576
NEIRG Wealth Management
Massachusetts
$216K +$216K +1,402 New
FFA
1577
First Foundation Advisors
California
$215K -$53.8K -349 -20%
AWS
1578
Arkfeld Wealth Strategies
Nebraska
$213K +$213K +1,373 New
SHWM
1579
Smith & Howard Wealth Management
Georgia
$213K – – –
FBT
1580
First Bank & Trust
South Dakota
$213K +$213K +1,381 New
IBOK
1581
Independence Bank of Kentucky
Kentucky
$212K – – –
JEST
1582
JTC Employer Solutions Trustee
Jersey
$212K – – –
WA
1583
WP Advisors
California
$212K +$212K +1,376 New
SWP
1584
Semus Wealth Partners
Florida
$212K +$462 +3 +0.2%
KFC
1585
Klingenstein Fields & Co
New York
$212K -$2.31K -15 -1%
Walleye Trading
1586
Walleye Trading
New York
$211K -$525K -3,409 -71%
CIA
1587
Caerus Investment Advisors
Texas
$210K – – –
P
1588
&Partners
Tennessee
$210K -$30.8K -200 -13%
EWP
1589
Elevation Wealth Partners
California
$209K +$209K +1,358 New
BFA
1590
Bragg Financial Advisors
North Carolina
$209K – – –
CAM
1591
Crestone Asset Management
Colorado
$209K +$209K +1,354 New
PWM
1592
Provident Wealth Management
Tennessee
$208K +$208K +1,349 New
VST
1593
Van Strum & Towne
California
$208K – – –
POIA
1594
Pin Oak Investment Advisors
Texas
$207K – – –
AWM
1595
AllSquare Wealth Management
New York
$207K +$10.3K +67 +5%
DW
1596
Domani Wealth
Pennsylvania
$206K – – –
PCA
1597
Peddock Capital Advisors
Massachusetts
$206K – – –
GAM
1598
Gould Asset Management
California
$206K -$63.1K -410 -23%
NAM
1599
NorthCrest Asset Manangement
Minnesota
$206K +$206K +1,335 New
CG
1600
CFO4Life Group
Texas
$205K +$462 +3 +0.2%
62 63
64
65 66