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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 %
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$12.8M +$199K +1,474 +2%
MI
202
Mercer Investments
Massachusetts
$12.6M – – –
IFA
203
Interactive Financial Advisors
Illinois
$12.5M +$197K +1,456 +2%
FHA
204
Flagship Harbor Advisors
Massachusetts
$12.5M -$111K -820 -0.9%
OIA
205
OneDigital Investment Advisors
Kansas
$12.4M +$193K +1,425 +2%
CFP
206
Cypress Financial Planning
New Jersey
$12.3M +$78.7K +582 +0.6%
GC
207
Gibson Capital
Pennsylvania
$12.1M -$105K -780 -0.9%
BFAG
208
Blackston Financial Advisory Group
Florida
$12.1M -$974K -6,547 -7%
HSA
209
HBK Sorce Advisory
Pennsylvania
$12.1M +$9.7M +71,758 +412%
ECM
210
Evergreen Capital Management
Washington
$12M -$1.17M -8,628 -9%
NW
211
NewEdge Wealth
Pennsylvania
$12M +$2.03K +15 +0%
ANTB
212
AMG National Trust Bank
Colorado
$11.9M +$274K +2,028 +2%
PIMG
213
Patriot Investment Management Group
Tennessee
$11.7M +$166K +1,227 +1%
BFG
214
Beacon Financial Group
Texas
$11.7M -$7.54K -55 -0.1%
ACP
215
Ashfield Capital Partners
California
$11.7M +$381K +2,820 +3%
RFM
216
Royal Fund Management
Florida
$11.7M -$1.86M -13,747 -14%
NIM
217
Northeast Investment Management
Massachusetts
$11.6M +$2.11M +15,630 +22%
IAN
218
Integrated Advisors Network
Texas
$11.5M -$3.45M -25,552 -23%
CRC
219
Curi RMB Capital
Illinois
$11.5M -$311K -2,298 -3%
AA
220
Addison Advisors
Vermont
$11.4M -$463K -3,425 -4%
BC
221
Brio Consultants
California
$11.3M -$3.03M -21,097 -21%
FFWA
222
FRG Family Wealth Advisors
Washington
$11.1M +$270 +2 +0%
UCFA
223
United Capital Financial Advisors
Texas
$11.1M -$56.9K -421 -0.5%
EWA
224
EverSource Wealth Advisors
Alabama
$11M +$375K +2,775 +4%
CIBC World Market
225
CIBC World Market
Ontario, Canada
$11M -$17M -125,678 -61%
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