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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
+$104M
2
Bank of America
Bank of America
North Carolina
+$80.3M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$37M
4
NHC
Nicholas Hoffman & Company
Georgia
+$33M
5
AO
Advisor OS
Illinois
+$28M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$137M
2
MCC
Money Concepts Capital
Florida
-$133M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$75.9M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$53.6M
5
UBS Group
UBS Group
Switzerland
-$28.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
301
Parallel Advisors
California
$9.84M +$351K +2,160 +4%
AWS
302
Aspen Wealth Strategies
Colorado
$9.81M -$212K -1,308 -2%
RCAG
303
Rehmann Capital Advisory Group
Michigan
$9.66M +$211K +1,297 +2%
MWM
304
Mission Wealth Management
California
$9.66M +$665K +4,094 +7%
ICMP
305
Integrated Capital Management (Pennsylvania)
Pennsylvania
$9.6M -$15.7M -96,601 -62%
LIA
306
LS Investment Advisors
Michigan
$9.55M +$2.04M +12,532 +27%
HWA
307
HHM Wealth Advisors
Tennessee
$9.48M +$582K +3,585 +7%
DWP
308
Destiny Wealth Partners
Florida
$9.47M -$286K -1,726 -3%
MCC
309
Money Concepts Capital
Florida
$9.46M -$133M -819,926 -93%
CCB
310
Country Club Bank
Missouri
$9.44M -$179K -1,115 -2%
WLIM
311
White Lighthouse Investment Management
Massachusetts
$9.42M -$486K -2,992 -5%
EFS
312
Essex Financial Services
Connecticut
$9.42M +$579K +3,567 +7%
CCG
313
Chatham Capital Group
Georgia
$9.38M -$80.4K -495 -0.8%
FMWA
314
Forvis Mazars Wealth Advisors
Missouri
$9.35M -$95.8K -590 -1%
MSFS
315
Main Street Financial Solutions
Pennsylvania
$9.22M +$31.2K +192 +0.3%
OPCM
316
Osborne Partners Capital Management
California
$9.21M -$398K -2,450 -4%
KTC
317
Kistler-Tiffany Companies
Pennsylvania
$9.2M -$4.55K -28 -0%
JWM
318
Jackson Wealth Management
Florida
$9.19M +$9.19M +56,587 New
WFA
319
West Financial Advisors
Iowa
$9.01M -$530K -3,262 -6%
TCA
320
Transcend Capital Advisors
New Jersey
$8.96M -$69.5K -428 -0.8%
JWBC
321
J.W. Burns & Co
New York
$8.85M +$900K +5,539 +11%
HWA
322
Heritage Wealth Advisors
Virginia
$8.82M -$591K -3,636 -6%
RJT
323
Raymond James Trust
Florida
$8.77M +$657K +4,045 +8%
WP
324
Wealthspan Partners
Iowa
$8.75M -$97.6K -601 -1%
CFA
325
Capstone Financial Advisors
Illinois
$8.71M -$197K -1,211 -2%
11 12
13
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