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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
1
Bank of America
North Carolina
$4.23B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$642M
3
Wells Fargo
3
Wells Fargo
California
$1.62B
4
Mariner
4
Mariner
Kansas
$204M
5
UBS Group
5
UBS Group
Switzerland
$960M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$35.7B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$767M
3
VWM
3
Venturi Wealth Management
Texas
$3.37M
4
AL
4
Aspiriant LLC
California
$149M
5
TF
5
Trek Financial
Arizona
$5.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
176
EP Wealth Advisors
California
$18.3M -$2.08M -13,726 -10%
BSW
177
Buckingham Strategic Wealth
Missouri
$18.3M +$596K +3,925 +3%
OIA
178
OneDigital Investment Advisors
Kansas
$18.3M +$4.27M +28,148 +31%
CWS
179
Confluence Wealth Services
Pennsylvania
$18.2M +$14.6M +95,917 +399%
DLDF
180
Dan L. Duncan Foundation
Texas
$18.1M -$2.93M -19,315 -14%
SW
181
SVB Wealth
Massachusetts
$18M +$6.68M +44,015 +59%
GFS
182
GYL Financial Synergies
Connecticut
$18M -$699K -4,606 -4%
EWA
183
EverSource Wealth Advisors
Alabama
$18M +$5.6M +36,875 +45%
RWP
184
RWA Wealth Partners
Massachusetts
$17.9M -$43.1M -276,046 -71%
SCA
185
Snowden Capital Advisors
New York
$17.6M -$17.8K -117 -0.1%
SI
186
SimpliFi Inc
California
$17.5M -$827K -5,446 -5%
REMPR
187
Roof Eidam Maycock Peralta (REMP)
California
$17.5M +$898K +5,916 +5%
GFL
188
Granite FO LLC
New Hampshire
$17.3M +$17.3M +108,967 New
MA
189
Montag & Associates
Georgia
$17.3M -$923K -6,081 -5%
CFA
190
Cahill Financial Advisors
Minnesota
$17.2M -$1.05M -6,940 -6%
JFGIW
191
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.1M +$15.7M +103,490 +1,108%
PD
192
Planning Directions
Pennsylvania
$17.1M +$2.09M +13,757 +14%
WIC
193
Whitegate Investment Counselors
New Hampshire
$17M +$280K +1,844 +2%
LWA
194
LWS Wealth Advisors
New Jersey
$16.8M -$248K -1,633 -1%
HW
195
Hamilton Wealth
California
$16.7M +$311K +2,048 +2%
BCA
196
Bay Colony Advisors
Massachusetts
$16.2M -$1.24M -8,187 -7%
JSL
197
JT Stratford LLC
Georgia
$16.1M -$251K -1,651 -2%
GB
198
Goepper Burkhardt
South Carolina
$16M -$423K -2,787 -3%
SFG
199
Snider Financial Group
Washington
$15.9M -$448K -2,948 -3%
WWM
200
Western Wealth Management
Colorado
$15.6M -$15.2M -100,039 -49%
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8
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