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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,636 hedge funds and large institutions have $29.3B invested in Vanguard Dividend Appreciation ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 724 increasing their positions, 552 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,636
Holders Change
-43
Holders Change %
-2.56%
% of All Funds
28.29%
Holding in Top 10
233
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.69%
% of All Funds
4.03%
New
66
Increased
724
Reduced
552
Closed
81
Calls
$202M
Puts
$60.1M
Net Calls
+$142M
Net Calls Change
+$117M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.27B
2
Wells Fargo
Wells Fargo
California
$1.36B
3
WA
Waverly Advisors
Alabama
$43M
4
AL
Aspiriant LLC
California
$181M
5
PFO
Pathstone Family Office
New Jersey
$58.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$114M
2
PA
PFG Advisors
Arizona
$16.5M
3
Wealthfront Advisers
Wealthfront Advisers
California
$747M
4
TF
Trek Financial
Arizona
$52.5M
5
BMM
Berkshire Money Management
Massachusetts
$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
176
Investment Advisory Services
Texas
$15.9M -$56K -414 -0.4%
BSW
177
Buckingham Strategic Wealth
Missouri
$15.7M -$915K -6,771 -5%
SCA
178
Snowden Capital Advisors
New York
$15.7M +$517K +3,822 +3%
AAS
179
Avantax Advisory Services
Texas
$15.7M +$592K +4,378 +4%
MCM
180
Monument Capital Management
Virginia
$15.6M +$9.07M +67,119 +138%
BCA
181
Bay Colony Advisors
Massachusetts
$15.5M +$105K +774 +0.7%
HI
182
Human Investing
Oregon
$15.5M +$2.47M +18,296 +19%
SFG
183
Snider Financial Group
Washington
$15.3M -$206K -1,445 -1%
LWA
184
LWS Wealth Advisors
New Jersey
$15.2M -$2.7K -20 -0%
WIC
185
Whitegate Investment Counselors
New Hampshire
$14.9M -$45.3K -335 -0.3%
REMPR
186
Roof Eidam Maycock Peralta (REMP)
California
$14.7M +$235K +1,735 +2%
GB
187
Goepper Burkhardt
South Carolina
$14.6M -$194K -1,438 -1%
HW
188
Hamilton Wealth
California
$14.6M +$411K +3,039 +3%
JSL
189
JT Stratford LLC
Georgia
$14.6M +$1.03M +7,608 +8%
AWM
190
AE Wealth Management
Kansas
$14.3M +$1.92M +14,213 +15%
VWA
191
Visionary Wealth Advisors
Illinois
$14.3M +$10K +74 +0.1%
MWA
192
Martel Wealth Advisors
Washington
$14M -$58.4K -432 -0.4%
NF
193
Nikulski Financial
Iowa
$13.8M +$110K +817 +0.8%
JGIA
194
Jackson Grant Investment Advisers
Connecticut
$13.7M +$241K +1,782 +2%
FC
195
Fusion Capital
South Carolina
$13.6M -$88.5K -655 -0.6%
EW
196
Evoke Wealth
California
$13.5M +$178K +1,320 +1%
PD
197
Planning Directions
Pennsylvania
$13.4M +$790K +5,848 +6%
CFS
198
CRA Financial Services
New Jersey
$13.2M -$27K -200 -0.2%
FWP
199
FAS Wealth Partners
Kansas
$13M +$198K +1,465 +2%
SIAG
200
Safeguard Investment Advisory Group
California
$12.8M +$2.71M +20,086 +27%
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