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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 %
MBFW
1776
Morton Brown Family Wealth
Pennsylvania
$5.25K – – –
CAM
1777
Costello Asset Management
Pennsylvania
$5.16K – – –
PS
1778
PayPay Securities
Japan
$5.16K +$5.16K +34 New
SWA
1779
SOA Wealth Advisors
New York
$4.56K – – –
LFA
1780
Level Financial Advisors
New York
$3K – – –
JMF
1781
Johnson Midwest Financial
Iowa
$3K – – –
SCA
1782
Stuart Chaussee & Associates
California
$1.82K +$1.82K +12 New
LF
1783
Lee Financial
Texas
$1.37K – – –
HS
1784
Horan Securities
United States
$607 +$607 +4 New
Kayne Anderson Rudnick Investment Management
1785
Kayne Anderson Rudnick Investment Management
California
$304 – – –
RWM
1786
Ruedi Wealth Management
Illinois
$152 +$152 +1 New
BA
1787
Bellwether Advisors
Nebraska
$8 -$1K -10 Closed
HPWM
1788
Highland Private Wealth Management
Washington
– -$37.8M -279,549 Closed
Two Sigma Advisers
1789
Two Sigma Advisers
New York
– -$16M -118,600 Closed
JWM
1790
Jackson Wealth Management
Florida
– -$9.73M -71,976 Closed
KCM
1791
Karp Capital Management
California
– -$8.44M -62,422 Closed
Twin Tree Management
1792
Twin Tree Management
Texas
– -$3.65M -26,984 Closed
Millennium Management
1793
Millennium Management
New York
– -$2.9M -21,422 Closed
TRCT
1794
Tower Research Capital (TRC)
New York
– -$2.41M -17,862 Closed
OFS
1795
OneAscent Financial Services
Alabama
– -$2.31M -17,063 Closed
GIA
1796
Guyasuta Investment Advisors
Pennsylvania
– -$2.08M -15,413 Closed
MA
1797
MUFG Americas
New York
– -$1.89M -13,990 Closed
RCA
1798
Reitz Capital Advisors
Michigan
– -$1.89M -13,984 Closed
HGERS
1799
Householder Group Estate & Retirement Specialist
Arizona
– -$1.59M -11,796 Closed
HIC
1800
Hartline Investment Corp
Illinois
– -$1.54M -11,382 Closed
70 71
72
73 74