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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 %
CFA
451
CWS Financial Advisors
Michigan
$5.46M +$51.2K +315 +0.9%
IA
452
Insight Advisors
Pennsylvania
$5.45M +$316K +1,947 +6%
RCA
453
Ranch Capital Advisors
Florida
$5.45M +$31.9K +196 +0.6%
GRP
454
Global Retirement Partners
California
$5.38M +$601K +3,701 +13%
FAP
455
Financial Advisory Partners
Florida
$5.29M -$19.8K -122 -0.4%
EWMCB
456
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.27M -$650 -4 -0%
CPA
457
Cardiff Park Advisors
California
$5.25M -$45.8K -282 -0.9%
CFO
458
CVA Family Office
Colorado
$5.22M -$36.4K -224 -0.7%
DAS
459
Dynamic Advisor Solutions
Arizona
$5.22M +$248K +1,525 +5%
TVAMP
460
Tennessee Valley Asset Management Partners
Tennessee
$5.17M -$298K -1,836 -5%
SAG
461
SageView Advisory Group
California
$5.17M +$3.04M +18,700 +143%
IWC
462
Integrated Wealth Concepts
Massachusetts
$5.16M +$81.7K +503 +2%
HL
463
HeadInvest LLC
Maine
$5.13M +$40.8K +250 +0.8%
FA
464
Flagstar Advisors
New York
$5.11M +$189K +1,158 +4%
Koshinski Asset Management
465
Koshinski Asset Management
Illinois
$5.1M -$2.15M -13,232 -30%
SDH
466
Sloy Dahl & Holst
Washington
$5.08M -$56.9K -350 -1%
KA
467
Kovack Advisors
Florida
$5.08M -$59.8K -368 -1%
LEFP
468
Leading Edge Financial Planning
Tennessee
$5.06M +$1M +6,159 +25%
IIA
469
Integral Investment Advisors
California
$5.04M +$81.9K +504 +2%
GC
470
Gibson Capital
Pennsylvania
$5.03M -$8.78M -54,032 -64%
HWM
471
Howard Wealth Management
Connecticut
$5.03M -$59.4K -366 -1%
ACM
472
Arcataur Capital Management
Wisconsin
$4.97M +$4.97M +30,597 New
SW
473
SkyOak Wealth
Michigan
$4.93M +$66.1K +407 +1%
MW
474
Marcum Wealth
Ohio
$4.93M -$38.7K -238 -0.8%
FHC
475
First Heartland Consultants
Missouri
$4.92M +$1.56M +9,622 +47%
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