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 %
SAF
151
Smith Anglin Financial
Texas
$19.7M +$216K +1,600 +1%
MAM
152
McCarthy Asset Management
California
$19.2M +$527K +3,896 +3%
ZB
153
Zions Bancorporation
Utah
$19.1M +$1.09M +8,040 +6%
AWS
154
AJ Wealth Strategies
New York
$18.7M +$1.37M +10,118 +8%
WP
155
WMS Partners
Maryland
$18.7M +$1.36M +10,060 +8%
DLDF
156
Dan L. Duncan Foundation
Texas
$18.7M -$2.29M -16,946 -11%
EWA
157
EP Wealth Advisors
California
$18.1M +$222K +1,640 +1%
SIM
158
Studio Investment Management
Illinois
$17.8M +$2.65M +19,597 +18%
GWM
159
Gray Wealth Management
Maine
$17.7M +$306K +2,261 +2%
AF
160
Allworth Financial
California
$17.6M -$363K -2,683 -2%
APA
161
American Portfolios Advisors
New York
$17.5M -$1.05M -7,752 -6%
CA
162
Capital Advantage
California
$17.4M -$49.2K -364 -0.3%
WBG
163
Wharton Business Group
Pennsylvania
$17.2M +$407K +3,010 +2%
MA
164
Mutual Advisors
Nebraska
$17.2M +$1.69M +12,512 +11%
SFS
165
Searcy Financial Services
Kansas
$17.1M -$759K -5,619 -4%
SC
166
Scotia Capital
Ontario, Canada
$17.1M +$368K +2,725 +2%
RWG
167
Ratio Wealth Group
Colorado
$17M +$882K +6,523 +5%
GFS
168
GYL Financial Synergies
Connecticut
$16.6M -$341K -2,526 -2%
PA
169
PFG Advisors
Arizona
$16.5M -$65.5M -484,769 -80%
SI
170
SimpliFi Inc
California
$16.3M +$363K +2,682 +2%
CFA
171
Cahill Financial Advisors
Minnesota
$16.3M +$115K +850 +0.7%
MA
172
Montag & Associates
Georgia
$16.2M -$82.6K -611 -0.5%
VA
173
Valmark Advisers
Ohio
$16.2M +$523K +3,869 +3%
CCM
174
Covington Capital Management
California
$16.1M +$303K +2,243 +2%
Two Sigma Advisers
175
Two Sigma Advisers
New York
$16M +$3.87M +28,600 +32%
5 6
7
8 9