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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 %
Renaissance Technologies
526
Renaissance Technologies
New York
$4.14M +$1.85M +11,400 +81%
KFP
527
KB Financial Partners
New Jersey
$4.13M – – –
RCA
528
Riverview Capital Advisers
Massachusetts
$4.12M -$206K -1,270 -5%
HC
529
Hoese & Co
Minnesota
$4.05M +$220K +1,354 +6%
AWA
530
Acorn Wealth Advisors
Michigan
$4.04M -$95.8K -590 -2%
AI
531
Atria Investments
North Carolina
$4M -$505K -3,112 -11%
GLA
532
Good Life Advisors
Pennsylvania
$3.99M +$297K +1,830 +8%
NP
533
NorthRock Partners
Minnesota
$3.99M -$584K -3,598 -13%
SSWM
534
Sheets Smith Wealth Management
North Carolina
$3.97M -$33.3K -205 -0.8%
RWP
535
Ridgecrest Wealth Partners
California
$3.96M -$21.9K -135 -0.6%
IFO
536
Independent Family Office
New York
$3.96M – – –
CA
537
CSM Advisors
Pennsylvania
$3.95M +$764K +4,700 +24%
SCI
538
S&CO Inc
Massachusetts
$3.95M – – –
DE
539
Day & Ennis
Georgia
$3.91M -$132K -813 -3%
GHA
540
GW Henssler & Associates
Georgia
$3.91M +$53K +326 +1%
PCMF
541
Private Capital Management (Florida)
Florida
$3.91M +$1.01M +6,210 +35%
LCS
542
Levin Capital Strategies
New York
$3.9M +$162K +1,000 +4%
CFGS
543
Concourse Financial Group Securities
Alabama
$3.9M +$146K +894 +4%
FWIA
544
Fort Washington Investment Advisors
Ohio
$3.88M -$392K -2,413 -9%
HT
545
Heritage Trust
Oklahoma
$3.85M -$129K -795 -3%
TFA
546
Transamerica Financial Advisors
Florida
$3.84M +$12.8K +79 +0.3%
PJSIMP
547
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.83M +$40.6K +243 +1%
FI
548
Financial Insights
Washington
$3.82M -$209K -1,288 -5%
DJSG
549
D.J. St. Germain
Massachusetts
$3.81M +$3.81M +23,440 New
GWAG
550
Garrett Wealth Advisory Group
Texas
$3.81M -$57.5K -354 -1%
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