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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 %
MIM
1626
Macroview Investment Management
Maryland
$194K -$1.08K -7 -0.6%
FSWA
1627
Financial Synergies Wealth Advisors
Texas
$194K – – –
AWM
1628
Abound Wealth Management
Tennessee
$193K +$16.9K +110 +10%
PGAM
1629
Princeton Global Asset Management
New Jersey
$178K +$32.3K +210 +22%
TF
1630
TimeScale Financial
Massachusetts
$175K -$8.47K -55 -5%
PA
1631
PSI Advisors
Florida
$172K – – –
LTI
1632
Laffer Tengler Investments
Tennessee
$172K -$582K -3,781 -77%
BFPW
1633
BOK Financial Private Wealth
Colorado
$166K – – –
ONST
1634
Old North State Trust
North Carolina
$165K -$8.45K -55 -5%
CWP
1635
Concord Wealth Partners
Virginia
$163K +$616 +4 +0.4%
CWM
1636
Consultiva Wealth Management
Puerto Rico
$161K +$616 +4 +0.4%
OC
1637
Oakworth Capital
Alabama
$160K – – –
AT
1638
Avalon Trust
New Mexico
$159K +$159K +1,033 New
HCP
1639
Hexagon Capital Partners
Arkansas
$157K – – –
TF
1640
Tompkins Financial
New York
$155K – – –
FFC
1641
First Financial Corp
Indiana
$154K – – –
PO
1642
Private Ocean
California
$153K -$33.4K -217 -18%
RBC
1643
Roble Belko & Company
Pennsylvania
$136K – – –
MLA
1644
MB, Levis & Associates
Pennsylvania
$133K +$154 +1 +0.1%
CB
1645
Centennial Bank
Arkansas
$132K – – –
MFT
1646
Moisand Fitzgerald Tamayo
Florida
$126K – – –
MM
1647
Main Management
California
$117K +$38.9K +252 +50%
IFAM
1648
Institutional & Family Asset Management
Colorado
$110K +$5.24K +34 +5%
ATC
1649
Adirondack Trust Company
New York
$109K +$12.6K +82 +13%
SAS
1650
Stelac Advisory Services
New York
$109K – – –
64 65
66
67 68