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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 %
SSB
601
Sandy Spring Bank
Maryland
$3.21M +$88.5K +545 +3%
CAAM
602
Cornerstone Advisors Asset Management
Pennsylvania
$3.21M – – –
CAM
603
Columbia Asset Management
Michigan
$3.21M -$18.2K -112 -0.6%
BNP Paribas Financial Markets
604
BNP Paribas Financial Markets
France
$3.2M -$3.33M -20,476 -51%
TC
605
Trilogy Capital
California
$3.2M +$54.4K +328 +2%
CIM
606
Corda Investment Management
Texas
$3.19M -$214K -1,319 -6%
BCI
607
Brinker Capital Investments
Pennsylvania
$3.19M +$264K +1,628 +9%
OPS
608
Orion Portfolio Solutions
Nebraska
$3.19M +$264K +1,628 +9%
AFM
609
Abbot Financial Management
Massachusetts
$3.18M +$35.9K +221 +1%
CB
610
Commerce Bank
Missouri
$3.18M – – –
KJWM
611
Kiley Juergens Wealth Management
Washington
$3.17M -$3.25K -20 -0.1%
KWM
612
Kaydan Wealth Management
Michigan
$3.17M -$39K -240 -1%
CAM
613
CPA Asset Management
Florida
$3.16M – – –
BFA
614
Benedict Financial Advisors
Georgia
$3.15M -$91.9K -566 -3%
VWA
615
V Wealth Advisors
Kansas
$3.15M -$26K -160 -0.8%
TVWM
616
Tower View Wealth Management
Wisconsin
$3.13M -$394K -2,426 -11%
MFA
617
Mayflower Financial Advisors
Massachusetts
$3.13M -$143K -883 -4%
SFS
618
Sowell Financial Services
Arkansas
$3.12M +$1.17M +7,151 +60%
WSFS
619
Wilmington Savings Fund Society
Delaware
$3.12M -$184K -1,134 -6%
Financial Engines Advisors
620
Financial Engines Advisors
California
$3.11M +$30.4K +186 +1%
SLT
621
St Louis Trust
Missouri
$3.09M – – –
BBWP
622
Beacon Bridge Wealth Partners
Pennsylvania
$3.09M -$36.4K -224 -1%
JFGIW
623
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.07M +$82K +503 +3%
TA
624
TFB Advisors
Kansas
$3.06M +$3.06M +18,842 New
CPIG
625
Chicago Partners Investment Group
Illinois
$3.06M +$1.47M +8,906 +92%
23 24
25
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