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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 %
IWA
1776
IVC Wealth Advisors
Pennsylvania
– -$23.9K -176,477 Closed
LSAG
1777
Lake Street Advisors Group
New Hampshire
– -$12.7M -83,853 Closed
DIM
1778
Delta Investment Management
California
– -$10.8M -70,847 Closed
EC
1779
Estate Counselors
Wisconsin
– -$9.7M -63,910 Closed
HH
1780
Hilltop Holdings
Texas
– -$8.39M -55,250 Closed
Federated Hermes
1781
Federated Hermes
Pennsylvania
– -$7.47M -49,182 Closed
LGWM
1782
Litman Gregory Wealth Management
California
– -$6.34M -41,774 Closed
FFP
1783
Forbes Financial Planning
Rhode Island
– -$5.1M -37,752 Closed
SG
1784
StoneX Group
New York
– -$4.72M -31,094 Closed
AWM
1785
Alterna Wealth Management
Texas
– -$3.56M -23,432 Closed
MHS
1786
M Holdings Securities
Oregon
– -$3.11M -20,455 Closed
Simplex Trading
1787
Simplex Trading
Illinois
– -$2.79M -18,396 Closed
AAS
1788
Asset Allocation Strategies
Michigan
– -$2.54M -16,712 Closed
LTAS
1789
Linden Thomas Advisory Services
North Carolina
– -$2.31M -15,222 Closed
BPC
1790
Banque Pictet & Cie
Switzerland
– -$2.14M -14,114 Closed
FLII
1791
First Long Island Investors
New York
– -$1.78M -11,729 Closed
GP
1792
Greenline Partners
New York
– -$1.37M -9,000 Closed
IFA
1793
Index Fund Advisors
California
– -$1.28M -8,447 Closed
FFG
1794
Ford Financial Group
California
– -$960K -6,322 Closed
CFO
1795
Custos Family Office
Texas
– -$936K -6,166 Closed
DWM
1796
Dopkins Wealth Management
New York
– -$926K -6,098 Closed
PPWP
1797
Proquility Private Wealth Partners
Nevada
– -$810K -5,335 Closed
WAG
1798
Windsor Advisory Group
Ohio
– -$784K -5,165 Closed
IWA
1799
IBEX Wealth Advisors
New Jersey
– -$778K -5,126 Closed
BCM
1800
Barometer Capital Management
Ontario, Canada
– -$767K -5,050 Closed
70 71
72
73 74