VIG icon

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 %
KL
326
KilterHowling LLC
Colorado
$8.62M +$145K +892 +2%
SAMT
327
Select Asset Management & Trust
Pennsylvania
$8.58M +$2.18M +13,426 +34%
SFS
328
Security Financial Services
Indiana
$8.54M -$149K -919 -2%
WA1
329
Wimmer Associates 1
California
$8.53M +$136K +840 +2%
AWP
330
Accretive Wealth Partners
New Jersey
$8.48M +$389K +2,397 +5%
HI
331
Harbour Investments
Wisconsin
$8.35M +$73.3K +451 +0.9%
IA
332
IFG Advisory
Georgia
$8.33M +$996K +6,130 +14%
VVP
333
Venture Visionary Partners
Ohio
$8.31M -$2.49M -15,359 -23%
SWA
334
Stratos Wealth Advisors
Ohio
$8.31M +$441K +2,714 +6%
WPWM
335
Windward Private Wealth Management
Kansas
$8.22M -$165K -1,018 -2%
WT
336
Washington Trust
Rhode Island
$8.2M -$35.4K -218 -0.4%
GIS
337
Grayhawk Investment Strategies
Alberta, Canada
$8.16M +$179K +1,100 +2%
ACS
338
Archford Capital Strategies
Illinois
$8.13M +$139K +835 +2%
AAS
339
Ameritas Advisory Services
Nebraska
$8.1M -$18.2M -113,871 -69%
LFAS
340
Level Four Advisory Services
Texas
$8.1M +$376K +2,312 +5%
MWA
341
Motive Wealth Advisors
Michigan
$8.07M -$76.2K -469 -0.9%
CSPIA
342
Cary Street Partners Investment Advisory
Virginia
$8.06M +$74.1K +456 +0.9%
SFM
343
Signet Financial Management
New Jersey
$8.01M -$106K -651 -1%
CIA
344
Capital Investment Advisors
Georgia
$8M -$76K -468 -0.9%
OC
345
Oppenheimer & Co
New York
$8M -$85.6K -527 -1%
MWP
346
MYCIO Wealth Partners
Pennsylvania
$8M – – –
IWP
347
IAG Wealth Partners
Wisconsin
$7.99M -$300K -1,846 -4%
TNB
348
Thomasville National Bank
Georgia
$7.97M +$318K +1,957 +4%
TWM
349
Tradition Wealth Management
Minnesota
$7.95M +$5.79M +35,646 +268%
OCM
350
Orion Capital Management
California
$7.94M +$1.46K +9 +0%
12 13
14
15 16