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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 %
GLLW
151
Graves Light Lenhart Wealth
Virginia
$23.5M +$547K +3,603 +2%
WP
152
WMS Partners
Maryland
$23.5M +$2.51M +16,520 +12%
FI
153
FIDELIS iM
Oregon
$22.5M -$520K -3,424 -2%
EDRIA
154
Edmonds Duncan Registered Investment Advisors
Kansas
$22.4M -$176K -1,158 -0.8%
SAF
155
Smith Anglin Financial
Texas
$21.7M -$434K -2,857 -2%
MAM
156
McCarthy Asset Management
California
$21.6M +$63.6K +419 +0.3%
AWS
157
AJ Wealth Strategies
New York
$21.5M +$438K +2,886 +2%
WBG
158
Wharton Business Group
Pennsylvania
$21M +$1.59M +10,475 +8%
SIM
159
Studio Investment Management
Illinois
$20.7M +$760K +5,006 +4%
AF
160
Allworth Financial
California
$20.6M +$845K +5,562 +4%
SC
161
Scotia Capital
Ontario, Canada
$20.1M +$875K +5,764 +5%
CCM
162
Coldstream Capital Management
Washington
$20M +$20M +131,904 New
RC
163
Rovin Capital
Arizona
$20M -$4.71M -30,994 -19%
HI
164
Human Investing
Oregon
$20M +$2.55M +16,822 +15%
GWM
165
Gray Wealth Management
Maine
$19.6M -$268K -1,765 -1%
MA
166
Mutual Advisors
Nebraska
$19.4M +$103K +680 +0.5%
RWG
167
Ratio Wealth Group
Colorado
$19.4M +$311K +2,050 +2%
SFS
168
Searcy Financial Services
Kansas
$19.3M +$61K +402 +0.3%
MCM
169
Monument Capital Management
Virginia
$19.3M +$1.72M +11,310 +10%
IAS
170
Investment Advisory Services
Texas
$18.7M +$751K +4,913 +4%
AAS
171
Avantax Advisory Services
Texas
$18.7M +$1.09M +7,185 +6%
CA
172
Capital Advantage
California
$18.7M -$834K -5,491 -4%
VA
173
Valmark Advisers
Ohio
$18.6M +$477K +3,139 +3%
PA
174
PFG Advisors
Arizona
$18.6M +$50K +329 +0.3%
LPAM
175
Lodestar Private Asset Management
California
$18.4M +$18.4M +121,485 New
5 6
7
8 9