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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,783 hedge funds and large institutions have $29.7B invested in Vanguard Dividend Appreciation ETF in 2023 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 568 increasing their positions, 733 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,783
Holders Change
+12
Holders Change %
+0.68%
% of All Funds
28.12%
Holding in Top 10
243
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.67%
% of All Funds
3.83%
New
97
Increased
568
Reduced
733
Closed
65
Calls
$111M
Puts
$31.8M
Net Calls
+$79.7M
Net Calls Change
-$3.05M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.03B
2
Bank of America
Bank of America
North Carolina
$3.66B
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$85.1M
4
NHC
Nicholas Hoffman & Company
Georgia
$86.3M
5
AO
Advisor OS
Illinois
$37.9M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$363M
2
MCC
Money Concepts Capital
Florida
$9.46M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$151M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$231M
5
UBS Group
UBS Group
Switzerland
$1B
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$14.8M +$72.8K +448 +0.5%
HSA
227
HBK Sorce Advisory
Pennsylvania
$14.7M -$52.1K -321 -0.4%
WI
228
Wintrust Investments
Illinois
$14.4M +$66.6K +410 +0.5%
UCFA
229
United Capital Financial Advisors
Texas
$14.3M +$2.67M +16,461 +23%
JWCA
230
J.W. Cole Advisors
Florida
$14M +$136K +835 +1%
RMDI
231
R.M. Davis Inc
Maine
$13.9M +$2.11M +12,961 +18%
ACA
232
Aptus Capital Advisors
Alabama
$13.8M +$4.01M +24,662 +41%
RFM
233
Royal Fund Management
Florida
$13.8M -$39.3K -242 -0.3%
PIMG
234
Patriot Investment Management Group
Tennessee
$13.8M -$247K -1,519 -2%
CAM
235
Cozad Asset Management
Illinois
$13.6M -$514K -3,166 -4%
AA
236
Addison Advisors
Vermont
$13.5M +$260K +1,599 +2%
SMC
237
Smith, Moore & Co
Missouri
$13.4M +$68.4K +421 +0.5%
CRC
238
Curi RMB Capital
Illinois
$13.3M -$363K -2,235 -3%
IAN
239
Integrated Advisors Network
Texas
$13.2M -$361K -2,223 -3%
AMG
240
Asset Management Group
Connecticut
$13.1M -$77.6K -478 -0.6%
CWA
241
Clarity Wealth Advisors
California
$13.1M +$237K +1,458 +2%
BFG
242
Beacon Financial Group
Texas
$13M -$407K -2,529 -3%
SVWAG
243
Sound View Wealth Advisors Group
Georgia
$12.9M -$120K -737 -0.9%
OBWG
244
Onyx Bridge Wealth Group
New York
$12.9M +$12.9M +79,151 New
Lido Advisors
245
Lido Advisors
California
$12.8M +$5.93M +36,527 +87%
FFWA
246
FRG Family Wealth Advisors
Washington
$12.7M +$25.2K +155 +0.2%
ONB
247
Old National Bancorp
Indiana
$12.7M -$7.98M -49,110 -39%
FFN
248
Focus Financial Network
Minnesota
$12.7M -$384K -2,351 -3%
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$12.6M +$43.7K +269 +0.3%
OHIS
250
Oak Harvest Investment Services
Texas
$12.6M -$610K -3,755 -5%
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