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 %
RSWM
401
Robertson Stephens Wealth Management
California
$6.4M +$92.9K +569 +1%
MOS
402
MGO One Seven
Ohio
$6.38M -$6.75M -41,552 -51%
AIM
403
Allen Investment Management
New York
$6.36M – – –
TGAM
404
TBH Global Asset Management
Tennessee
$6.35M +$177K +1,088 +3%
LGWM
405
Litman Gregory Wealth Management
California
$6.35M +$6.35M +39,067 New
SW
406
StrongBox Wealth
Missouri
$6.34M +$24.9K +153 +0.4%
HNB
407
Huntington National Bank
Ohio
$6.29M -$5.89M – –
FA
408
Fortis Advisors
Pennsylvania
$6.27M +$159K +976 +3%
AWM
409
Aberdeen Wealth Management
Illinois
$6.26M -$104K -640 -2%
NG
410
Northstar Group
New York
$6.23M +$56.9K +350 +0.9%
WANY
411
Wealthspire Advisors (New York)
New York
$6.23M +$58.2K +358 +0.9%
CIBC World Market
412
CIBC World Market
Ontario, Canada
$6.21M -$474K -2,916 -7%
FDCDDQ
413
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.2M +$63.8K +393 +1%
DCM
414
Donaldson Capital Management
Indiana
$6.19M -$11.5K -71 -0.2%
HWMG
415
Hurlow Wealth Management Group
Indiana
$6.19M +$317K +1,953 +5%
NL
416
NWAM LLC
Washington
$6.18M +$1.17M +7,229 +23%
LB
417
Leo Brokerage
Texas
$6.18M -$914K -5,626 -13%
MFS
418
McNamara Financial Services
Massachusetts
$6.16M -$185K -1,143 -3%
PFA
419
Plotkin Financial Advisors
Maryland
$6.12M +$158K +974 +3%
MC
420
Moors & Cabot
Massachusetts
$6.07M +$362K +2,228 +6%
MAM
421
Madison Asset Management
Wisconsin
$6.06M -$963K -5,927 -14%
SL
422
Stevard LLC
Illinois
$6.05M – – –
MAWAG
423
Mid-American Wealth Advisory Group
Missouri
$6.03M +$6.03M +37,168 New
CAG
424
Crestwood Advisors Group
Massachusetts
$6.01M -$70.7K -435 -1%
PGFC
425
Peapack-Gladstone Financial Corp
New Jersey
$6M -$551K -3,394 -8%
15 16
17
18 19