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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.39B
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$474M
3
B
Barings
North Carolina
$0
4
Brown Advisory
Brown Advisory
Maryland
$158M
5
Charles Schwab
Charles Schwab
California
$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
1751
Guardian Wealth Management
Illinois
$8.99K – – –
BONH
1752
Bank of New Hampshire
New Hampshire
$8.63K – – –
LWA
1753
Lowe Wealth Advisors
Maryland
$8.01K +$8.01K +52 New
SN
1754
Sittner & Nelson
Oregon
$7.7K – – –
PP
1755
PFS Partners
New Jersey
$7.36K – – –
MBFW
1756
Morton Brown Family Wealth
Pennsylvania
$5.32K – – –
CAM
1757
Costello Asset Management
Pennsylvania
$5.24K – – –
SSG
1758
Summit Securities Group
New York
$5K +$5K +31 New
SWA
1759
SOA Wealth Advisors
New York
$4.62K – – –
HB
1760
Horizon Bancorp
Indiana
$4K +$4K +28 New
PS
1761
PayPay Securities
Japan
$3.7K -$1.54K -10 -29%
LFA
1762
Level Financial Advisors
New York
$3.54K – – –
JMF
1763
Johnson Midwest Financial
Iowa
$3.2K – – –
HS
1764
Horan Securities
United States
$3.09K +$2.47K +16 +400%
Barclays
1765
Barclays
United Kingdom
$3K -$1.47M -8,820 -100%
MAM
1766
Marquette Asset Management
Minnesota
$2.16K +$2.16K +14 New
AWM
1767
Activest Wealth Management
Florida
$2.14K +$2.14K +14 New
LF
1768
Lee Financial
Texas
$1.39K – – –
TC
1769
Truvestments Capital
Florida
$770 -$18K -117 -96%
Kayne Anderson Rudnick Investment Management
1770
Kayne Anderson Rudnick Investment Management
California
$308 – – –
RWM
1771
Ruedi Wealth Management
Illinois
$154 – – –
Parallax Volatility Advisers
1772
Parallax Volatility Advisers
California
$154 +$154 +1 New
BA
1773
Bellwether Advisors
Nebraska
$9 -$8 – –
B
1774
Barings
North Carolina
– -$88.6M -583,507 Closed
PS
1775
Portfolio Strategies
New York
– -$47.4M -312,532 Closed
69 70
71
72 73