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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 %
WA
1801
WESPAC Advisors
California
– -$759K -4,996 Closed
CMS
1802
Capital Market Strategies
Florida
– -$583K -3,839 Closed
BTWM
1803
Baker Tilly Wealth Management
Wisconsin
– -$579K -3,813 Closed
YIH
1804
Y-Intercept (HK)
Hong Kong
– -$576K -3,791 Closed
RCM
1805
Radnor Capital Management
Pennsylvania
– -$554K -3,510 Closed
BHWA
1806
Beacon Harbor Wealth Advisors
Virginia
– -$531K -3,500 Closed
RWA
1807
Redmont Wealth Advisors
Illinois
– -$522K -3,435 Closed
TI
1808
Trexquant Investment
Connecticut
– -$463K -3,049 Closed
MJB
1809
Mark J. Bradley
– -$456K -3,005 Closed
PWM
1810
Praetorian Wealth Management
California
– -$437K -2,879 Closed
SA
1811
Stewardship Advisors
Pennsylvania
– -$434K -2,858 Closed
RP
1812
Rowlandmiller & Partners
Georgia
– -$379K -2,494 Closed
EP
1813
Edgestream Partners
New Jersey
– -$363K -2,389 Closed
SEEDPG
1814
S.E.E.D. Planning Group
New York
– -$349K -2,300 Closed
M
1815
MYeCFO
California
– -$337K -2,219 Closed
Belvedere Trading
1816
Belvedere Trading
Illinois
– -$311K -2,050 Closed
TT
1817
TI-Trust
Illinois
– -$292K -1,924 Closed
CA
1818
Calton & Associates
Florida
– -$280K -1,842 Closed
BSI
1819
Bennett Selby Investments
Maine
– -$274K -1,802 Closed
FA
1820
Fermata Advisors
California
– -$266K -1,754 Closed
BFWA
1821
Benchmark Financial Wealth Advisors
Florida
– -$251K -1,650 Closed
KWA
1822
Kellett Wealth Advisors
Ohio
– -$248K -1,635 Closed
BWM
1823
Bulltick Wealth Management
Florida
– -$240K -1,580 Closed
SWM
1824
Soundmark Wealth Management
Washington
– -$231K -1,525 Closed
LA
1825
LVW Advisors
New York
– -$231K -1,521 Closed
71 72
73
74 75