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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 %
SHWM
1601
Smith & Howard Wealth Management
Georgia
$210K +$210K +1,382 New
IBOK
1602
Independence Bank of Kentucky
Kentucky
$209K -$45.5K -300 -18%
JEST
1603
JTC Employer Solutions Trustee
Jersey
$209K – – –
SWP
1604
Semus Wealth Partners
Florida
$208K +$208K +1,373 New
CWM
1605
Catalyst Wealth Management
Georgia
$207K +$207K +1,366 New
CIA
1606
Caerus Investment Advisors
Texas
$207K +$207K +1,363 New
DWMS
1607
Dominguez Wealth Management Solutions
Virginia
$206K +$206K +1,358 New
GWM
1608
GSB Wealth Management
Connecticut
$206K +$206K +1,358 New
BFA
1609
Bragg Financial Advisors
North Carolina
$206K +$206K +1,356 New
SAM
1610
Selway Asset Management
$205K +$24.8K +163 +14%
VST
1611
Van Strum & Towne
California
$205K +$205K +1,348 New
BPFA
1612
Barnes Pettey Financial Advisors
Mississippi
$204K +$204K +1,344 New
POIA
1613
Pin Oak Investment Advisors
Texas
$204K – – –
RW
1614
Reframe Wealth
Virginia
$204K +$204K +1,342 New
CDIA
1615
Capital Directions Investment Advisors
Georgia
$204K +$204K +1,342 New
DW
1616
Domani Wealth
Pennsylvania
$203K -$50.1K -330 -20%
PCA
1617
Peddock Capital Advisors
Massachusetts
$203K +$203K +1,335 New
SCM
1618
Sterneck Capital Management
Missouri
$202K -$162K -1,064 -44%
3IP
1619
3Chopt Investment Partners
Virginia
$202K +$202K +1,331 New
C
1620
CFO4Life
Texas
$202K +$202K +1,330 New
CG
1621
CFO4Life Group
Texas
$202K +$202K +1,330 New
CC
1622
Commons Capital
Massachusetts
$202K +$202K +1,330 New
CCMG
1623
Clark Capital Management Group
Pennsylvania
$200K +$200K +1,320 New
LA
1624
Lane & Associates
New Jersey
$200K +$200K +1,319 New
PP
1625
Pacifica Partners
Canada
$198K +$914 +6 +0.5%
63 64
65
66 67