VIG icon

Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,636 hedge funds and large institutions have $29.3B invested in Vanguard Dividend Appreciation ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 724 increasing their positions, 552 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,636
Holders Change
-43
Holders Change %
-2.56%
% of All Funds
28.29%
Holding in Top 10
233
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.69%
% of All Funds
4.03%
New
66
Increased
724
Reduced
552
Closed
81
Calls
$202M
Puts
$60.1M
Net Calls
+$142M
Net Calls Change
+$117M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.27B
2
Wells Fargo
Wells Fargo
California
$1.36B
3
WA
Waverly Advisors
Alabama
$43M
4
AL
Aspiriant LLC
California
$181M
5
PFO
Pathstone Family Office
New Jersey
$58.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$114M
2
PA
PFG Advisors
Arizona
$16.5M
3
Wealthfront Advisers
Wealthfront Advisers
California
$747M
4
TF
Trek Financial
Arizona
$52.5M
5
BMM
Berkshire Money Management
Massachusetts
$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAM
1651
Vienna Asset Management
California
– -$927K -6,458 Closed
CP
1652
Cumberland Partners
Ontario, Canada
– -$872K -6,075 Closed
SPIO
1653
Seven Post Investment Office
California
– -$816K -5,686 Closed
GAM
1654
Gould Asset Management
California
– -$803K -5,595 Closed
SGI
1655
Summit Global Investments
Utah
– -$799K -5,569 Closed
Macquarie Group
1656
Macquarie Group
Australia
– -$728K -5,075 Closed
BAS
1657
Brown Advisory Securities
Maryland
– -$715K -4,991 Closed
EFSCE
1658
Enterprise Financial Services Corp (EFSC)
Missouri
– -$620K -4,319 Closed
EP
1659
Edgestream Partners
New Jersey
– -$513K -3,575 Closed
MKA
1660
M. Kulyk & Associates
Georgia
– -$510K -3,556 Closed
WCM
1661
Wealthcare Capital Management
Virginia
– -$440K -3,064 Closed
CIAS
1662
CFS Investment Advisory Services
New Jersey
– -$378K -2,638 Closed
TI
1663
Trexquant Investment
Connecticut
– -$378K -2,632 Closed
CST
1664
Charles Schwab Trust
Nevada
– -$333K -2,321 Closed
CG
1665
CFO4Life Group
Texas
– -$310K -2,150 Closed
MWM
1666
Marietta Wealth Management
Georgia
– -$306K -2,130 Closed
CSIA
1667
Charles Schwab Investment Advisory
California
– -$304K -2,117 Closed
LHWM
1668
Lake Hills Wealth Management
Texas
– -$300K -2,093 Closed
CFS
1669
Cannon Financial Strategists
Georgia
– -$283K -1,971 Closed
PAG
1670
Private Advisory Group
Washington
– -$279K -1,943 Closed
IIC
1671
Integrated Investment Consultants
Michigan
– -$273K -1,903 Closed
KFC
1672
Klingenstein Fields & Co
New York
– -$265K -1,846 Closed
FFA
1673
Fragasso Financial Advisors
Pennsylvania
– -$257K -1,789 Closed
Walleye Capital
1674
Walleye Capital
New York
– -$247K -1,721 Closed
PL
1675
Plancorp LLC
Missouri
– -$242K -1,689 Closed
65 66
67
68 69