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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 %
WIC
351
Woodmont Investment Counsel
Tennessee
$7.92M -$46.9K -289 -0.6%
VWM
352
Vigilare Wealth Management
Arizona
$7.87M +$146K +898 +2%
SWA
353
Safir Wealth Advisors
New Hampshire
$7.86M +$438K +2,697 +6%
LNB
354
Ledyard National Bank
$7.85M -$285K -1,757 -4%
CAL
355
Capital Analysts LLC
Pennsylvania
$7.84M -$70.6K -443 -0.9%
BIA
356
Bigelow Investment Advisors
Maine
$7.83M +$168K +1,035 +2%
1WA
357
180 Wealth Advisors
Washington
$7.83M -$101K -621 -1%
CA
358
Cornerstone Advisory
Maryland
$7.83M +$435K +2,679 +6%
SFI
359
SPC Financial Inc
Maryland
$7.8M +$7.43M +45,767 +2,030%
KFS
360
Kaizen Financial Strategies
California
$7.73M +$2.01M +12,401 +35%
OSAM
361
O'Shaughnessy Asset Management
Connecticut
$7.68M +$171K +1,053 +2%
PWM
362
Prentice Wealth Management
New York
$7.65M +$466K +2,868 +6%
BFM
363
Boston Financial Management
Massachusetts
$7.63M -$157K -967 -2%
YWM
364
Yoder Wealth Management
California
$7.62M -$888K -5,465 -10%
NSIM
365
North Star Investment Management
Illinois
$7.61M -$65K -400 -0.8%
SFP
366
Sandbox Financial Partners
Maryland
$7.59M +$59.1K +364 +0.8%
SFA
367
Souders Financial Advisors
Ohio
$7.51M +$436K +2,683 +6%
OAJ
368
Ogorek Anthony Joseph
New York
$7.48M -$476K -2,928 -6%
GVAG
369
Great Valley Advisor Group
Delaware
$7.47M +$90.8K +559 +1%
SC
370
SouthState Corp
Florida
$7.43M -$326K -2,009 -4%
BFO
371
Boston Family Office
Massachusetts
$7.43M -$113K -695 -1%
FCB
372
First Command Bank
Texas
$7.43M -$665K -4,091 -8%
FCFS
373
First Command Financial Services
Texas
$7.43M -$665K -4,091 -8%
AIC
374
Archer Investment Corporation
Indiana
$7.36M -$90.5K -557 -1%
FBB
375
Fulton Breakefield Broenniman
Maryland
$7.35M -$150K -925 -2%
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