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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 %
WAL
551
W Advisors LLC
Tennessee
$3.78M – – –
TF
552
Theory Financial
Colorado
$3.76M -$69.2K -426 -2%
HWM
553
Hohimer Wealth Management
Washington
$3.68M -$1.4M -8,617 -28%
PSCM
554
Per Stirling Capital Management
Texas
$3.68M -$133K -820 -3%
IFS
555
Intelligent Financial Strategies
Minnesota
$3.68M – – –
KeyBank National Association
556
KeyBank National Association
Ohio
$3.67M +$400K +2,460 +12%
BAM
557
BTS Asset Management
Massachusetts
$3.67M +$379K +2,334 +12%
C1AG
558
Client 1st Advisory Group
Florida
$3.65M -$5.04K -31 -0.1%
FWM
559
Fairhaven Wealth Management
Illinois
$3.62M +$3.62M +22,285 New
NAMP
560
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.6M +$313K +1,925 +10%
WFPG
561
Waller Financial Planning Group
Ohio
$3.59M +$242K +1,487 +7%
BEC
562
Blue Edge Capital
Virginia
$3.58M +$30.9K +190 +0.9%
FWM
563
Forza Wealth Management
Florida
$3.57M -$16.2K -100 -0.5%
GFPC
564
Global Financial Private Client
Florida
$3.56M +$3.55M +21,873 +30,379%
MWM
565
Meridian Wealth Management
Kentucky
$3.56M -$24.7K -152 -0.7%
FGG
566
Financial Guidance Group
Florida
$3.53M -$22.7K -140 -0.6%
Empower Advisory Group
567
Empower Advisory Group
Colorado
$3.52M -$2.27K -14 -0.1%
VCA
568
Verdence Capital Advisors
Maryland
$3.52M -$19K -117 -0.5%
GLA
569
Great Lakes Advisors
Illinois
$3.5M -$500K -3,080 -12%
BIA
570
Bell Investment Advisors
California
$3.49M -$12.3K -76 -0.4%
FPAS
571
Focus Partners Advisor Solutions
Missouri
$3.49M +$369K +2,271 +12%
TFGT
572
TS Financial Group (TSFG)
Illinois
$3.47M -$30K -185 -0.9%
CPC
573
Consolidated Planning Corp
Georgia
$3.47M +$234K +1,439 +7%
CW
574
Channel Wealth
California
$3.46M -$662K -4,073 -16%
JBA
575
Johnson Bixby & Associates
Washington
$3.45M -$98.3K -605 -3%
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