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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 %
DA
476
Detalus Advisors
Missouri
$4.92M -$502K -3,093 -9%
Bessemer Group
477
Bessemer Group
New Jersey
$4.91M +$281K +1,727 +6%
BRG
478
Bay Rivers Group
Virginia
$4.9M +$93.6K +576 +2%
CFP
479
Curran Financial Partners
South Carolina
$4.88M +$196K +1,207 +4%
GW
480
GW & Wade
Massachusetts
$4.87M -$17.1K -105 -0.3%
CAC
481
Certified Advisory Corp
Florida
$4.83M +$347K +2,139 +8%
V
482
Veritable
Delaware
$4.82M +$59.3K +365 +1%
TCOV
483
Trust Company of Vermont
Vermont
$4.76M +$58.2K +358 +1%
IP
484
Investment Partners
Ohio
$4.76M +$5.85K +36 +0.1%
SSWG
485
Seven Springs Wealth Group
Tennessee
$4.76M -$50.5K -311 -1%
WFA
486
Wade Financial Advisory
California
$4.73M -$1.01M -6,210 -18%
CFO
487
Colony Family Offices
North Carolina
$4.72M -$477K -2,923 -9%
CFG
488
Citizens Financial Group
Rhode Island
$4.71M +$48.1K +296 +1%
CS
489
Comerica Securities
Michigan
$4.7M -$269K -1,646 -5%
SB
490
Strategic Blueprint
Georgia
$4.68M +$1.05M +6,482 +29%
GWANC
491
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.68M +$184K +1,130 +4%
MWA
492
Moser Wealth Advisors
Washington
$4.6M +$4.6M +28,300 New
CSB
493
City State Bank
Iowa
$4.54M -$27.6K -170 -0.6%
HPC
494
HM Payson & Co
Maine
$4.53M -$1.03M -6,324 -18%
OPW
495
Oxler Private Wealth
New York
$4.52M -$92.6K -570 -2%
JE
496
JMAC Enterprises
Pennsylvania
$4.51M +$14K +86 +0.3%
RWA
497
Rooted Wealth Advisors
Illinois
$4.5M +$175K +1,081 +4%
MG
498
MilWealth Group
Wisconsin
$4.48M -$70.8K -436 -2%
H
499
HoyleCohen
California
$4.47M -$310K -1,908 -6%
SSI
500
Scott & Selber Inc
Texas
$4.46M -$162 -1 -0%
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