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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 %
CP
1676
Coho Partners
Pennsylvania
– -$241K -1,679 Closed
RI
1677
Rinkey Investments
California
– -$254K -1,665 Closed
BFA
1678
Bragg Financial Advisors
North Carolina
– -$238K -1,656 Closed
RTS
1679
Round Table Services
New Jersey
– -$232K -1,617 Closed
BPM
1680
Bowling Portfolio Management
Ohio
– -$229K -1,599 Closed
CPSC
1681
Carl P. Sherr & Co
Massachusetts
– -$212K -1,479 Closed
BAM
1682
Bosun Asset Management
Illinois
– -$211K -1,470 Closed
ST
1683
Sentinel Trust
Texas
– -$209K -1,455 Closed
MAP
1684
Milestone Advisory Partners
North Carolina
– -$210K -1,450 Closed
EPWM
1685
Essex Private Wealth Management
Massachusetts
– -$208K -1,449 Closed
TPW
1686
TL Private Wealth
Texas
– -$208K -1,446 Closed
AC
1687
Abbrea Capital
California
– -$207K -1,445 Closed
IMOV
1688
Investment Management of Virginia
Virginia
– -$207K -1,441 Closed
OCM
1689
Orleans Capital Management
Louisiana
– -$207K -1,440 Closed
WCM
1690
Windsor Capital Management
Arizona
– -$205K -1,433 Closed
AIS
1691
American Investment Services
Massachusetts
– -$204K -1,425 Closed
SCP
1692
Shorepoint Capital Partners
Massachusetts
– -$204K -1,424 Closed
FF
1693
Fluent Financial
Texas
– -$203K -1,417 Closed
MPM
1694
Meritage Portfolio Management
Kansas
– -$203K -1,413 Closed
PWA
1695
Phoenix Wealth Advisors
North Carolina
– -$202K -1,405 Closed
CAG
1696
Curtis Advisory Group
California
– -$202K -1,405 Closed
DA
1697
Dash Acquisitions
California
– -$201K -1,402 Closed
EC
1698
Enhancing Capital
Pennsylvania
– -$201K -1,400 Closed
CBT
1699
Central Bank & Trust
Kentucky
– -$189K -1,320 Closed
BFG
1700
Baron Financial Group
New Jersey
– -$188K -1,310 Closed
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