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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.

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
1
Wealthfront Advisers
California
$1.03B
2
Bank of America
2
Bank of America
North Carolina
$3.66B
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$85.1M
4
NHC
4
Nicholas Hoffman & Company
Georgia
$86.3M
5
AO
5
Advisor OS
Illinois
$37.9M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$363M
2
MCC
2
Money Concepts Capital
Florida
$9.46M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$151M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$231M
5
UBS Group
5
UBS Group
Switzerland
$1B
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$185M 1,137,878 +15,116 +1%
MWM
27
Modera Wealth Management
New Jersey
$177M 1,088,299 +32,871 +3%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$170M 1,045,614 -59,653 -5%
JIC
29
Joel Isaacson & Co
New York
$165M 1,013,351 +18,893 +2%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$155M 952,208 -16,663 -2%
AL
31
Aspiriant LLC
California
$154M 951,102 -4,781 -0.5%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$151M 928,133 -467,317 -33%
Brown Advisory
33
Brown Advisory
Maryland
$148M 910,253 -118,390 -12%
Stifel Financial
34
Stifel Financial
Missouri
$146M 899,469 +54,245 +6%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$141M 868,214 +44,950 +5%
CG
36
Colony Group
Massachusetts
$141M 866,008 -114,391 -12%
Creative Planning
37
Creative Planning
Kansas
$127M 778,981 +22,860 +3%
LNC
38
Lincoln National Corp
Pennsylvania
$117M 722,325 -417 -0.1%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$110M 677,921 +212 +0%
SFO
40
Stokes Family Office
Louisiana
$110M 674,631 -6,102 -0.9%
William Blair & Company
41
William Blair & Company
Illinois
$108M 667,917 +12,224 +2%
RPGK
42
Retirement Planning Group (Kansas)
Kansas
$108M 663,114 +10,964 +2%
Goldman Sachs
43
Goldman Sachs
New York
$95.2M 586,118 -24,900 -4%
NFC
44
Northeast Financial Consultants
Connecticut
$93.3M 574,347 -1,342 -0.2%
GT
45
Glenmede Trust
Pennsylvania
$92.3M 599,049 – –
PWP
46
Perfromance Wealth Partners
Illinois
$87.5M 541,819 +7,133 +1%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$86.7M 533,603 -9,059 -2%
NHC
48
Nicholas Hoffman & Company
Georgia
$86.3M 531,155 +203,237 +62%
PAG
49
Private Advisor Group
New Jersey
$85.3M 523,577 +20,685 +4%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$85.2M 524,641 +61,382 +13%
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