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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
+$104M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$76.5M
3
RJA
Raymond James & Associates
Florida
+$61.4M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$41.3M
5
AWM
Apollon Wealth Management
South Carolina
+$38M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$901M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$177M
3
B
Barings
North Carolina
-$88.6M
4
Brown Advisory
Brown Advisory
Maryland
-$70.5M
5
Charles Schwab
Charles Schwab
California
-$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
1826
Prosperity Capital Advisors
Ohio
– -$226K -1,491 Closed
AWM
1827
Aprio Wealth Management
Georgia
– -$226K -1,486 Closed
CAP
1828
Columbia Advisory Partners
Washington
– -$222K -1,465 Closed
CWM
1829
Campbell Wealth Management
Virginia
– -$219K -1,442 Closed
EWM
1830
Executive Wealth Management
Michigan
– -$218K -1,432 Closed
TPW
1831
TL Private Wealth
Texas
– -$219K -1,421 Closed
CWM
1832
Catalyst Wealth Management
Georgia
– -$207K -1,366 Closed
SAM
1833
Selway Asset Management
– -$205K -1,353 Closed
CC
1834
Commons Capital
Massachusetts
– -$202K -1,330 Closed
CCMG
1835
Clark Capital Management Group
Pennsylvania
– -$200K -1,320 Closed
EDRH
1836
Edmond de Rothschild Holding
Switzerland
– -$190K -1,250 Closed
MS
1837
Madden Securities
Texas
– -$190K -1,250 Closed
OWA
1838
One Wealth Advisors
California
– -$188K -1,238 Closed
R
1839
Rebalance
California
– -$187K -1,233 Closed
ZIG
1840
Zullo Investment Group
Pennsylvania
– -$182K -1,200 Closed
MWM
1841
MinichMacGregor Wealth Management
New York
– -$70.3K -463 Closed
GKIM
1842
GW&K Investment Management
Massachusetts
– -$56K -372 Closed
AAMA
1843
Advanced Asset Management Advisors
Ohio
– -$52.6K -346 Closed
DIP
1844
DT Investment Partners
Pennsylvania
– -$41K -270 Closed
PCA
1845
Providence Capital Advisors
North Carolina
– -$35.4K -233 Closed
FWA
1846
Freedom Wealth Alliance
Wisconsin
– -$30.5K -201 Closed
AA
1847
Atmos Advisory
Pennsylvania
– -$23.1K -152 Closed
LS
1848
Leelyn Smith
Illinois
– -$17.8K -117 Closed
CLOS
1849
Compagnie Lombard Odier SCmA
Switzerland
– -$17K -114 Closed
CBT
1850
Central Bank & Trust
Kentucky
– -$15.9K -105 Closed
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