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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 %
NFSG
1676
Newbridge Financial Services Group
Florida
$68.2K -$45.9K -298 -40%
MAWCM
1677
Mine & Arao Wealth Creation & Management
California
$67.2K – – –
APW
1678
Atlantic Private Wealth
North Carolina
$66.1K +$66.1K +429 New
CWA
1679
Carolina Wealth Advisors
South Carolina
$64.4K +$8.93K +58 +16%
CT
1680
Clearstead Trust
Maine
$64.2K – – –
SIA
1681
SkyView Investment Advisors
New Jersey
$60K +$60K +387 New
NHT
1682
New Hampshire Trust
New Hampshire
$59.6K – – –
MA
1683
MCF Advisors
Kentucky
$50.4K – – –
EAM
1684
Eukles Asset Management
Ohio
$48.4K – – –
CT
1685
Colonial Trust
South Carolina
$48.1K +$9.86K +64 +26%
MHR
1686
Matthew Hamilton Rosenberg
$48K +$154 +1 +0.3%
IRC
1687
Investors Research Corp
Georgia
$47.3K – – –
CL
1688
COWA LLC
Oklahoma
$47K +$47K +124,044 New
CTA
1689
Colonial Trust Advisors
South Carolina
$46.2K -$17.7K -115 -28%
DAC
1690
Dividend Assets Capital
South Carolina
$46K – – –
HCM
1691
Horrell Capital Management
Arkansas
$46K – – –
PSB
1692
Piscataqua Savings Bank
New Hampshire
$45.6K – – –
GTAM
1693
Global Trust Asset Management
Florida
$43.7K – – –
WBC
1694
West Branch Capital
Massachusetts
$43.1K – – –
TRCT
1695
Tower Research Capital (TRC)
New York
$41K +$41K +267 New
TIM
1696
Thompson Investment Management
Wisconsin
$38.7K +$38.7K +251 New
DWA
1697
Dougherty Wealth Advisers
Minnesota
$38.5K – – –
CH
1698
Canton Hathaway
Rhode Island
$38K – – –
VWM
1699
Valley Wealth Managers
New Jersey
$37.7K – – –
SVCP
1700
Silicon Valley Capital Partners
California
$36.8K +$154 +1 +0.4%
66 67
68
69 70