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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 %
UCB
1751
United Community Bank
South Carolina
$15.6K – – –
HFM
1752
Hartford Financial Management
Connecticut
$15.2K – – –
SWA
1753
Sutton Wealth Advisors
Florida
$15.2K – – –
Nomura Asset Management
1754
Nomura Asset Management
Japan
$15.2K – – –
SC
1755
Steph & Co
Wisconsin
$15K – – –
CWM
1756
CarsonAllaria Wealth Management
Illinois
$15K +$147 +1 +1%
NMG
1757
New Millennium Group
Utah
$13.7K – – –
CSWM
1758
Cassady Schiller Wealth Management
Ohio
$13.5K +$13.5K +89 New
AW
1759
Avion Wealth
Texas
$13K – – –
KFS
1760
Kelly Financial Services
Massachusetts
$11.9K – – –
GFPC
1761
Global Financial Private Client
Florida
$10.9K – – –
EE
1762
EWG Elevate
California
$10.9K +$10.9K +72 New
CMP
1763
Coston McIsaac & Partners
Maine
$10.9K +$1.84K +12,139 +20%
BEI
1764
Benjamin Edwards Inc
Missouri
$10K – – –
WAS
1765
Winch Advisory Services
Wisconsin
$10K – – –
RAM
1766
Riggs Asset Management
Pennsylvania
$9.72K – – –
SIS
1767
Sound Income Strategies
Florida
$9.11K – – –
BONH
1768
Bank of New Hampshire
New Hampshire
$9K – – –
VF
1769
VitalStone Financial
Texas
$9K +$9K +56 New
GWM
1770
Guardian Wealth Management
Illinois
$8.82K – – –
MCI
1771
MRP Capital Investments
Georgia
$8.27K +$8.27K +54 New
SFA
1772
Semmax Financial Advisors
North Carolina
$8K – – –
SN
1773
Sittner & Nelson
Oregon
$7.59K – – –
PP
1774
PFS Partners
New Jersey
$7.23K +$151 +1 +2%
WA
1775
Win Advisors
Florida
$6.53K -$12.6K -83 -66%
69 70
71
72 73