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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 %
FMN
576
Financial Management Network
California
$3.45M -$104K -639 -3%
JWM
577
JGP Wealth Management
Oregon
$3.45M +$324K +1,997 +10%
JFG
578
Jefferies Financial Group
New York
$3.43M +$3.09K +19 +0.1%
GWP
579
Gateway Wealth Partners
Wisconsin
$3.43M +$552K +3,396 +19%
COCM
580
Charter Oak Capital Management
New Hampshire
$3.41M -$18.2K -112 -0.5%
LP
581
LGL Partners
Pennsylvania
$3.41M +$774K +4,768 +29%
PWM
582
Perigon Wealth Management
California
$3.38M +$677K +4,170 +25%
FNBOMD
583
First National Bank of Mount Dora
Florida
$3.38M -$26.2K -161 -0.8%
FFWM
584
Future Financial Wealth Management
Ohio
$3.38M -$854K -5,260 -20%
USAA
585
United Services Automobile Association
Texas
$3.36M -$880K -5,418 -21%
BOH
586
Bank of Hawaii
Hawaii
$3.34M – – –
FCP
587
Fidelis Capital Partners
Florida
$3.33M -$30.1K -185 -0.9%
AC
588
Avant Capital
Louisiana
$3.33M -$3.41K -21 -0.1%
FMII
589
Farmers & Merchants Investments Inc
Nebraska
$3.31M +$11.2K +69 +0.3%
LCM
590
Lewis Capital Management
California
$3.3M +$130K +800 +4%
LHEI
591
Leo H. Evart Inc
California
$3.29M -$59.1K -364 -2%
PWMG
592
Pinnacle Wealth Management Group
Michigan
$3.29M -$329K -2,023 -9%
AAS
593
Asset Allocation Strategies
Michigan
$3.29M +$3.29M +20,242 New
Citadel Advisors
594
Citadel Advisors
Florida
$3.28M -$8.52M -52,435 -72%
LNWWM
595
Laird Norton Wetherby Wealth Management
California
$3.27M -$650 -4 -0%
SLWA
596
San Luis Wealth Advisors
California
$3.27M -$445K -2,738 -12%
AFO
597
Arrowroot Family Office
California
$3.25M +$495K +3,049 +18%
SWPG
598
Strategic Wealth Partners Group
Illinois
$3.25M -$57K -351 -2%
RWMH
599
Riverpoint Wealth Management Holdings
Illinois
$3.23M – – –
AIFAIM
600
American Institute for Advanced Investment Management
Arizona
$3.22M +$128K +785 +4%
22 23
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