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

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$35.7B
2
Wealthfront Advisers
Wealthfront Advisers
California
$767M
3
VWM
Venturi Wealth Management
Texas
$3.37M
4
AL
Aspiriant LLC
California
$149M
5
TF
Trek Financial
Arizona
$5.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWA
1726
FSC Wealth Advisors
New York
$32.6K – – –
JFG
1727
JDM Financial Group
Texas
$32.3K +$32.3K +213 New
FWA
1728
Freedom Wealth Alliance
Wisconsin
$30.5K +$30.5K +201 New
GGI
1729
Godsey & Gibb Inc
Virginia
$30.2K +$30.2K +199 New
CWA
1730
Core Wealth Advisors
Florida
$28.9K – – –
FFL
1731
Financial Freedom LLC
Ohio
$27.7K +$27.7K +182 New
RCM
1732
Rain Capital Management
Oregon
$24.9K +$152 +1 +0.6%
MIA
1733
Milestone Investment Advisors
Wisconsin
$24.6K +$24.6K +162 New
BSB
1734
Bangor Savings Bank
Maine
$24K -$223K -1,450 -90%
IWA
1735
IVC Wealth Advisors
Pennsylvania
$23.9K +$23.9K +176,477 New
AA
1736
Atmos Advisory
Pennsylvania
$23.1K +$23.1K +152 New
AFS
1737
Annapolis Financial Services
Maryland
$21.8K – – –
CMA
1738
Cedar Mountain Advisors
Oregon
$20.2K – – –
ICM
1739
Islay Capital Management
Texas
$20.2K +$20.2K +133 New
ANBT
1740
American National Bank & Trust
Texas
$19K – – –
TC
1741
Truvestments Capital
Florida
$18.5K +$18.5K +122 New
HWM
1742
Horizons Wealth Management
North Carolina
$18K – – –
BCM
1743
Bourgeon Capital Management
Connecticut
$17.9K – – –
LS
1744
Leelyn Smith
Illinois
$17.8K – – –
AP
1745
Atwood & Palmer
Missouri
$17.2K – – –
CLOS
1746
Compagnie Lombard Odier SCmA
Switzerland
$17K +$17K +114 New
DAM
1747
Delta Asset Management
Tennessee
$16.6K +$16.6K +109 New
WTA
1748
Washington Trust Advisors
Massachusetts
$16.4K – – –
MRC
1749
Millburn Ridgefield Corp
New York
$16K -$2.15K -14 -12%
CBT
1750
Central Bank & Trust
Kentucky
$15.9K +$15.9K +105 New
68 69
70
71 72