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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
1
Wealthfront Advisers
California
$882M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$215M
3
RJA
3
Raymond James & Associates
Florida
$331M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$270M
5
AWM
5
Apollon Wealth Management
South Carolina
$39.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.39B
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$474M
3
B
3
Barings
North Carolina
$0
4
Brown Advisory
4
Brown Advisory
Maryland
$158M
5
Charles Schwab
5
Charles Schwab
California
$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
PD
176
Planning Directions
Pennsylvania
$18.2M +$890K +5,779 +5%
CA
177
Capital Advantage
California
$18.2M -$697K -4,529 -4%
SCA
178
Snowden Capital Advisors
New York
$18.2M +$325K +2,113 +2%
CFA
179
Cahill Financial Advisors
Minnesota
$17.9M +$445K +2,890 +3%
GFS
180
GYL Financial Synergies
Connecticut
$17.8M -$456K -2,962 -2%
ZB
181
Zions Bancorporation
Utah
$17.8M -$18.9M -122,457 -51%
DLDF
182
Dan L. Duncan Foundation
Texas
$17.7M -$622K -4,037 -3%
SI
183
SimpliFi Inc
California
$17.6M -$145K -940 -0.8%
LWA
184
LWS Wealth Advisors
New Jersey
$17.5M +$429K +2,788 +3%
MA
185
Montag & Associates
Georgia
$17.5M -$18.9K -123 -0.1%
WAP
186
Wealthcare Advisory Partners
Pennsylvania
$17.5M +$3.19M +20,695 +22%
WIC
187
Whitegate Investment Counselors
New Hampshire
$17.4M +$187K +1,216 +1%
GFL
188
Granite FO LLC
New Hampshire
$17.4M +$189K +1,202 +1%
JSL
189
JT Stratford LLC
Georgia
$17.1M +$745K +4,835 +5%
GB
190
Goepper Burkhardt
South Carolina
$16.9M +$735K +4,772 +5%
AC
191
ASB Consultores
Florida
$16.8M -$10.6M -68,909 -39%
RWP
192
RWA Wealth Partners
Massachusetts
$16.7M -$967K -6,276 -5%
NW
193
NewEdge Wealth
Pennsylvania
$16.7M +$2.48M +16,093 +17%
CIC
194
Carnegie Investment Counsel
Ohio
$16.6M +$1.83M +11,869 +12%
ASN
195
Advisory Services Network
Georgia
$16.5M +$8.33M +54,056 +102%
NIM
196
Northeast Investment Management
Massachusetts
$16.4M +$691K +4,487 +4%
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
$16.2M +$4.09M +26,837 +34%
WWM
198
Western Wealth Management
Colorado
$16M +$164K +1,067 +1%
CA
199
Clearstead Advisors
Ohio
$16M +$4.2M +27,287 +36%
BCA
200
Bay Colony Advisors
Massachusetts
$15.9M -$273K -1,796 -2%
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