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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 %
CIA
426
Choate Investment Advisors
Massachusetts
$5.95M +$314K +1,935 +6%
CA
427
Cambridge Advisors
Nebraska
$5.95M -$106K -653 -2%
Thrivent Financial for Lutherans
428
Thrivent Financial for Lutherans
Minnesota
$5.94M +$2.45M +15,189 +70%
SC
429
Savant Capital
Illinois
$5.93M +$406K +2,500 +7%
FANJ
430
Financial Architects (New Jersey)
New Jersey
$5.92M +$231K +1,423 +4%
FAIM
431
Financial Advocates Investment Management
Washington
$5.91M +$273K +1,682 +5%
CBFP
432
Cedar Brook Financial Partners
Ohio
$5.9M +$212K +1,307 +4%
MFA
433
McClarren Financial Advisors
Pennsylvania
$5.88M -$153K -945 -3%
DI
434
DAGCO Inc
Ohio
$5.86M +$53.6K +330 +0.9%
SMG
435
Smart Money Group
Texas
$5.82M -$247K -1,523 -4%
MSWM
436
McGlone Suttner Wealth Management
Wisconsin
$5.81M -$74.6K -459 -1%
WCG
437
Weaver Consulting Group
California
$5.73M -$604K -3,717 -10%
CAG
438
Csenge Advisory Group
Florida
$5.71M -$253K -1,557 -4%
WPWM
439
Western Pacific Wealth Management
Illinois
$5.7M +$880K +5,417 +18%
HCM
440
Hollencrest Capital Management
California
$5.68M – – –
MBT
441
Montecito Bank & Trust
California
$5.64M -$25K -154 -0.4%
AWA
442
Amplius Wealth Advisors
Pennsylvania
$5.61M -$117K -718 -2%
SWM
443
Spire Wealth Management
Virginia
$5.59M +$232K +1,430 +4%
WIM
444
Westside Investment Management
California
$5.59M -$264K -1,626 -5%
SPC
445
Sigma Planning Corp
Michigan
$5.57M -$1.76M -10,846 -24%
RMAM
446
Raab & Moskowitz Asset Management
New Jersey
$5.56M +$112K +687 +2%
BC
447
Bartlett & Co
Ohio
$5.51M -$91.4K -560 -2%
BCWM
448
Bartlett & Co Wealth Management
Ohio
$5.51M -$91.4K -560 -2%
DFA
449
DHJJ Financial Advisors
Illinois
$5.49M -$21.3K -131 -0.4%
MGIA
450
Moneta Group Investment Advisors
Missouri
$5.47M -$444K -2,736 -8%
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