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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 %
SFG
201
Snider Financial Group
Washington
$15.9M -$181K -1,177 -1%
VWA
202
Visionary Wealth Advisors
Illinois
$15.8M +$233K +1,513 +1%
MWA
203
Martel Wealth Advisors
Washington
$15.8M +$66.7K +433 +0.4%
NF
204
Nikulski Financial
Iowa
$15.6M -$41.6K -270 -0.3%
JGIA
205
Jackson Grant Investment Advisers
Connecticut
$15.6M +$57.1K +371 +0.4%
FC
206
Fusion Capital
South Carolina
$15.6M -$109K -711 -0.7%
EW
207
Evoke Wealth
California
$15.4M +$551K +3,577 +4%
DI
208
DDFG Inc
California
$15.4M -$105K -683 -0.7%
CFS
209
CRA Financial Services
New Jersey
$15.2M -$83.9K -545 -0.5%
IFA
210
Interactive Financial Advisors
Illinois
$15.1M +$385K +2,498 +3%
FHA
211
Flagship Harbor Advisors
Massachusetts
$14.9M +$362K +2,348 +2%
AA
212
Advisory Alpha
Michigan
$14.9M +$13.8M +89,298 +1,194%
CWM
213
Cornerstone Wealth Management
Missouri
$14.8M +$14.8M +96,331 New
FC
214
Family CFO
California
$14.7M +$2.2M +14,263 +18%
CFP
215
Cypress Financial Planning
New Jersey
$14.7M +$787K +5,073 +6%
FWP
216
FAS Wealth Partners
Kansas
$14.6M -$425K -2,760 -3%
CFGSD
217
Compass Financial Group (South Dakota)
South Dakota
$14.4M +$577K +3,746 +4%
MI
218
Mercer Investments
Massachusetts
$14.3M – – –
AWM
219
AE Wealth Management
Kansas
$14.2M +$740K +4,804 +6%
HSA
220
HBK Sorce Advisory
Pennsylvania
$14M -$18.4M -119,316 -57%
GIS
221
Grayhawk Investment Strategies
Alberta, Canada
$13.8M +$1.05M +3,740 +8%
ANTB
222
AMG National Trust Bank
Colorado
$13.7M +$254K +1,648 +2%
WI
223
Wintrust Investments
Illinois
$13.5M +$1.24M +8,042 +10%
CTC
224
Central Trust Company
Missouri
$13.5M -$61.5K -399 -0.5%
CAM
225
Cozad Asset Management
Illinois
$13.4M +$633K +4,108 +5%
7 8
9
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