VIG icon

Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,785 hedge funds and large institutions have $64.4B invested in Vanguard Dividend Appreciation ETF in 2022 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 686 increasing their positions, 594 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+149
Holders Change %
+9.11%
% of All Funds
28.8%
Holding in Top 10
265
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+13.73%
% of All Funds
4.28%
New
243
Increased
686
Reduced
594
Closed
54
Calls
$210M
Puts
$60.5M
Net Calls
+$150M
Net Calls Change
+$7.94M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.23B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$642M
3
Wells Fargo
3
Wells Fargo
California
$1.62B
4
Mariner
4
Mariner
Kansas
$204M
5
UBS Group
5
UBS Group
Switzerland
$960M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$35.7B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$767M
3
VWM
3
Venturi Wealth Management
Texas
$3.37M
4
AL
4
Aspiriant LLC
California
$149M
5
TF
5
Trek Financial
Arizona
$5.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
1701
Eukles Asset Management
Ohio
$48K – – –
MHR
1702
Matthew Hamilton Rosenberg
$47.2K +$303 +2 +0.6%
IRC
1703
Investors Research Corp
Georgia
$46.6K – – –
HCM
1704
Horrell Capital Management
Arkansas
$46K – – –
DAC
1705
Dividend Assets Capital
South Carolina
$46K – – –
KFI
1706
Key Financial Inc
Pennsylvania
$45.3K – – –
PSB
1707
Piscataqua Savings Bank
New Hampshire
$44.9K – – –
GTAM
1708
Global Trust Asset Management
Florida
$43.1K – – –
WBC
1709
West Branch Capital
Massachusetts
$42.5K – – –
DIP
1710
DT Investment Partners
Pennsylvania
$41K +$41K +270 New
WWP
1711
WR Wealth Planners
Missouri
$38.5K +$152 +1 +0.4%
CPG
1712
Cornerstone Planning Group
New Jersey
$38.2K +$38.2K +252 New
PCTC
1713
Perkins Coie Trust Company
Washington
$38.1K – – –
CH
1714
Canton Hathaway
Rhode Island
$38K – – –
DWA
1715
Dougherty Wealth Advisers
Minnesota
$38K – – –
CSC
1716
Caldwell Sutter Capital
California
$38K +$38K +250 New
CT
1717
Colonial Trust
South Carolina
$37.7K +$37.7K +248 New
VWM
1718
Valley Wealth Managers
New Jersey
$37.2K – – –
SVCP
1719
Silicon Valley Capital Partners
California
$36.1K +$36.1K +238 New
CS
1720
Credit Suisse
Switzerland
$35.7K – – –
PCA
1721
Providence Capital Advisors
North Carolina
$35.4K – – –
CP
1722
Castleview Partners
Texas
$35.2K – – –
EWM
1723
Endurance Wealth Management
Rhode Island
$35K +$35K +230 New
ME
1724
McIlrath & Eck
Washington
$33.4K -$9.11K -60 -21%
BHWM
1725
Beaird Harris Wealth Management
Texas
$32.8K – – –
67 68
69
70 71