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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.39B 22,022,306 -5,853,254 -21%
Morgan Stanley
2
Morgan Stanley
New York
$1.69B 10,971,505 -44,279 -0.4%
Wells Fargo
3
Wells Fargo
California
$1.61B 10,463,464 -225,209 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.16B 7,544,119 +154,801 +2%
UBS Group
5
UBS Group
Switzerland
$980M 6,362,366 +40,446 +0.6%
Wealthfront Advisers
6
Wealthfront Advisers
California
$882M 5,724,219 +674,652 +13%
LPL Financial
7
LPL Financial
California
$768M 4,986,113 +1,410 +0%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$561M 3,643,598 -47,257 -1%
HWM
9
HB Wealth Management
Georgia
$545M 3,642,859 +122,210 +3%
Citigroup
10
Citigroup
New York
$479M 3,109,406 +8,970 +0.3%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$474M 3,078,001 -1,148,751 -27%
Ameriprise
12
Ameriprise
Minnesota
$358M 2,317,997 +144,851 +7%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$352M 2,284,696 -101,516 -4%
RJA
14
Raymond James & Associates
Florida
$331M 2,147,441 +398,932 +23%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$308M 2,000,731 -40,380 -2%
HighTower Advisors
16
HighTower Advisors
Illinois
$302M 1,959,232 -104,158 -5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$288M 1,872,434 +46,639 +3%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$270M 1,750,995 +268,204 +18%
Truist Financial
19
Truist Financial
North Carolina
$260M 1,689,596 -21,512 -1%
S
20
SignatureFD
Georgia
$259M 1,683,008 +2,649 +0.2%
Osaic Holdings
21
Osaic Holdings
Arizona
$245M 1,587,571 +6,825 +0.4%
Charles Schwab
22
Charles Schwab
California
$232M 1,504,311 -427,651 -22%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$215M 1,395,450 +496,791 +55%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$203M 1,317,789 +106,046 +9%
Mariner
25
Mariner
Kansas
$203M 1,316,768 -28,305 -2%
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