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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 %
KCPG
376
Kavar Capital Partners Group
Kansas
$7.32M -$166K -1,019 -2%
WP
377
WealthShield Partners
North Carolina
$7.26M -$797K -4,884 -10%
FP
378
Financial Perspectives
Minnesota
$7.26M +$55.7K +343 +0.8%
CIA
379
Compass Ion Advisors
Pennsylvania
$7.25M -$780K -4,801 -10%
EWM
380
Evergreen Wealth Management
Michigan
$7.21M +$625K +3,845 +9%
KC
381
Kades & Cheifetz
Pennsylvania
$7.17M +$187K +1,151 +3%
Natixis Advisors
382
Natixis Advisors
Massachusetts
$7.1M +$378K +2,325 +6%
WTC
383
WhitTier Trust Company
Nevada
$7.03M +$908K +5,588 +15%
WF
384
Warner Financial
Maryland
$7.03M +$260K +1,599 +4%
WA
385
Wealth Advisors
California
$7.03M -$794K -4,895 -10%
JIC
386
Johnson Investment Counsel
Ohio
$6.99M +$584K +3,594 +9%
T
387
TCWP
Ohio
$6.98M +$270K +1,662 +4%
KL
388
KWMG LLC
Kansas
$6.95M +$221K +1,360 +3%
FPCG
389
Forum Private Client Group
Indiana
$6.91M -$297K -1,830 -4%
BWM
390
Benchmark Wealth Management
Connecticut
$6.78M -$1.05M -6,443 -13%
GSIAS
391
Garden State Investment Advisory Services
New Jersey
$6.77M +$121K +739 +2%
FHA
392
First Horizon Advisors
Tennessee
$6.69M -$10.2K -63 -0.2%
TFCP
393
Twin Focus Capital Partners
Massachusetts
$6.66M -$213K -1,310 -3%
CCWA
394
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.66M -$587K -3,616 -8%
BW
395
BIP Wealth
Georgia
$6.65M +$9.91K +61 +0.1%
PFA
396
Pathway Financial Advisors
Vermont
$6.62M +$3.09K +19 +0%
BFS
397
Bradley Foster & Sargent
Connecticut
$6.52M +$220K +1,355 +3%
Qube Research & Technologies (QRT)
398
Qube Research & Technologies (QRT)
United Kingdom
$6.48M +$6.09M +37,501 +1,557%
AP
399
Advisors Preferred
Maryland
$6.45M +$4.01M +24,667 +164%
TWC
400
TD Waterhouse Canada
Ontario, Canada
$6.4M -$469K -2,702 -7%
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