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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 %
SCM
1601
Sterneck Capital Management
Missouri
$205K – – –
BPFA
1602
Barnes Pettey Financial Advisors
Mississippi
$205K -$2K -13 -1%
3IP
1603
3Chopt Investment Partners
Virginia
$205K – – –
DWMS
1604
Dominguez Wealth Management Solutions
Virginia
$204K -$4.62K -30 -2%
OCM
1605
One Capital Management
California
$204K -$58.4K -379 -22%
LA
1606
Lane & Associates
New Jersey
$203K – – –
TFP
1607
Tilia Fiduciary Partners
North Carolina
$203K +$7.24K +47 +4%
ISB
1608
Iowa State Bank
Iowa
$203K +$203K +1,315 New
RPWA
1609
Regent Peak Wealth Advisors
Georgia
$202K +$202K +1,314 New
BCM
1610
Brainard Capital Management
Texas
$202K +$202K +1,314 New
TI
1611
Truepoint Inc
Ohio
$202K -$92.4K -600 -31%
FFA
1612
Fragasso Financial Advisors
Pennsylvania
$202K +$202K +1,311 New
BFG
1613
Baron Financial Group
New Jersey
$202K +$202K +1,310 New
PP
1614
Prudential plc
United Kingdom
$202K -$1.31M -8,500 -87%
WWM
1615
Wiser Wealth Management
Georgia
$202K +$202K +1,309 New
GPA
1616
Guidance Point Advisors
Massachusetts
$201K +$201K +1,305 New
FCG
1617
Financial Connections Group
California
$201K -$19.5K -127 -9%
WWM
1618
Wolff Wiese Magana
California
$201K – – –
HCM
1619
Hilton Capital Management
New York
$200K -$66.4K -437 -25%
NPA
1620
Nichols & Pratt Advisers
Massachusetts
$200K +$200K +1,300 New
WRM
1621
Weybosset Research & Management
Rhode Island
$200K +$200K +1,300 New
PP
1622
Pacifica Partners
Canada
$200K -$154 -1 -0.1%
CFB
1623
Cullen/Frost Bankers
Texas
$199K +$101K +659 +104%
GWS
1624
Glassman Wealth Services
Virginia
$195K -$215K -1,393 -52%
CWA
1625
Core Wealth Advisors
Florida
$195K +$166K +1,076 +566%
63 64
65
66 67