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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 %
NIM
201
Northeast Investment Management
Massachusetts
$15.5M +$2.51M +16,501 +19%
MWA
202
Martel Wealth Advisors
Washington
$15.5M -$156K -1,028 -1%
FC
203
Fusion Capital
South Carolina
$15.4M +$130K +854 +0.8%
NF
204
Nikulski Financial
Iowa
$15.4M -$29.5K -194 -0.2%
SVWAG
205
Sound View Wealth Advisors Group
Georgia
$15.4M +$5.91M +34,681 +62%
VWA
206
Visionary Wealth Advisors
Illinois
$15.4M -$647K -4,262 -4%
JGIA
207
Jackson Grant Investment Advisers
Connecticut
$15.3M -$46.9K -309 -0.3%
DI
208
DDFG Inc
California
$15.3M +$15.3M +100,438 New
SIAG
209
Safeguard Investment Advisory Group
California
$15.2M +$812K +5,347 +6%
CFS
210
CRA Financial Services
New Jersey
$15.1M +$241K +1,590 +2%
FWP
211
FAS Wealth Partners
Kansas
$14.8M +$196K +1,290 +1%
Cetera Investment Advisers
212
Cetera Investment Advisers
Illinois
$14.7M +$4.07M +26,828 +38%
EW
213
Evoke Wealth
California
$14.7M -$553K -3,643 -4%
CIC
214
Carnegie Investment Counsel
Ohio
$14.5M +$3.65M +24,027 +34%
IFA
215
Interactive Financial Advisors
Illinois
$14.5M +$488K +3,211 +3%
FHA
216
Flagship Harbor Advisors
Massachusetts
$14.4M +$360K +2,373 +3%
MI
217
Mercer Investments
Massachusetts
$14.1M – – –
WAP
218
Wealthcare Advisory Partners
Pennsylvania
$14.1M +$6.27M +41,302 +80%
NW
219
NewEdge Wealth
Pennsylvania
$14M +$595K +3,919 +4%
CFGSD
220
Compass Financial Group (South Dakota)
South Dakota
$13.6M +$13.6M +89,718 New
RFM
221
Royal Fund Management
Florida
$13.6M +$484K +3,189 +4%
CFP
222
Cypress Financial Planning
New Jersey
$13.6M -$244K -1,607 -2%
PIMG
223
Patriot Investment Management Group
Tennessee
$13.5M +$29K +187 +0.2%
CTC
224
Central Trust Company
Missouri
$13.3M +$7.66M +50,419 +135%
ANTB
225
AMG National Trust Bank
Colorado
$13.3M -$119K -783 -0.9%
7 8
9
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