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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
1
Wealthfront Advisers
California
$882M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$215M
3
RJA
3
Raymond James & Associates
Florida
$331M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$270M
5
AWM
5
Apollon Wealth Management
South Carolina
$39.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.39B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$474M
3
B
3
Barings
North Carolina
$0
4
Brown Advisory
4
Brown Advisory
Maryland
$158M
5
Charles Schwab
5
Charles Schwab
California
$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
151
McCarthy Asset Management
California
$21.9M -$75K -487 -0.3%
AWS
152
AJ Wealth Strategies
New York
$21.7M -$102K -662 -0.5%
BSSFA
153
Baron Silver Stevens Financial Advisors
Florida
$21.3M -$2.89M -18,778 -12%
WBG
154
Wharton Business Group
Pennsylvania
$20.9M -$373K -2,420 -2%
MMA
155
Miracle Mile Advisors
California
$20.7M -$3.49M -22,690 -14%
SIM
156
Studio Investment Management
Illinois
$20.5M -$524K -3,403 -2%
GWM
157
Gray Wealth Management
Maine
$20.4M +$497K +3,228 +3%
AF
158
Allworth Financial
California
$20.2M -$651K -4,224 -3%
PA
159
PFG Advisors
Arizona
$20.1M +$1.26M +8,201 +7%
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$19.8M +$4.89M +31,724 +33%
VA
161
Valmark Advisers
Ohio
$19.8M +$867K +5,630 +5%
CCM
162
Coldstream Capital Management
Washington
$19.7M -$640K -4,158 -3%
CWS
163
Confluence Wealth Services
Pennsylvania
$19.6M +$1.16M +7,557 +6%
SFS
164
Searcy Financial Services
Kansas
$19.6M +$15.2K +99 +0.1%
ONB
165
Old National Bancorp
Indiana
$19.6M -$5.81M -37,705 -23%
SC
166
Scotia Capital
Ontario, Canada
$19.6M -$757K -4,912 -4%
AAS
167
Avantax Advisory Services
Texas
$19.5M +$543K +3,523 +3%
IAS
168
Investment Advisory Services
Texas
$19.3M +$393K +2,550 +2%
CWA
169
CM Wealth Advisors
Ohio
$19.2M +$13.5M +87,611 +233%
SW
170
SVB Wealth
Massachusetts
$19.2M +$971K +6,305 +5%
EWA
171
EverSource Wealth Advisors
Alabama
$18.9M +$697K +4,526 +4%
FM
172
Family Management
New York
$18.4M -$9.92M -64,404 -35%
LPAM
173
Lodestar Private Asset Management
California
$18.4M -$355K -2,306 -2%
REMPR
174
Roof Eidam Maycock Peralta (REMP)
California
$18.3M +$592K +3,847 +3%
BSW
175
Buckingham Strategic Wealth
Missouri
$18.3M – – –
5 6
7
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