VIG icon

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 %
ACP
626
Aviance Capital Partners
Florida
$3.04M -$331K -2,039 -10%
WJWM
627
Williams Jones Wealth Management
New York
$3.04M -$52.6K -324 -2%
WKWM
628
Walter & Keenan Wealth Management
Indiana
$3.03M +$337K +2,077 +13%
SIC
629
Salem Investment Counselors
North Carolina
$3.03M +$132K +807 +5%
TP
630
Tranquility Partners
Tennessee
$3.01M +$21.1K +130 +0.7%
IWM
631
IHT Wealth Management
Illinois
$2.98M -$752K -4,632 -20%
AR
632
Advisory Research
Illinois
$2.97M -$935K -5,755 -24%
GCL
633
Gouws Capital LLC
North Carolina
$2.96M -$65K -400 -2%
MCCA
634
Mill Creek Capital Advisors
Pennsylvania
$2.95M – – –
BWM
635
Baron Wealth Management
Michigan
$2.93M – – –
RWIA
636
Roger Wittlin Investment Advisory
California
$2.92M +$234K +1,439 +9%
HIP
637
HUB Investment Partners
Texas
$2.91M +$1.57M +9,687 +117%
CIC
638
Cutler Investment Counsel
Oregon
$2.91M +$97.6K +598 +3%
TF
639
Trek Financial
Arizona
$2.89M -$944K -5,814 -25%
NFG
640
Nations Financial Group
Iowa
$2.88M -$57.2K -352 -2%
PCA
641
Pallas Capital Advisors
Massachusetts
$2.86M +$1.68M +10,283 +143%
SCA
642
St. Clair Advisors
Ohio
$2.84M -$20.3K -125 -0.7%
PFGIA
643
Patriot Financial Group Insurance Agency
Massachusetts
$2.84M -$11K -70 -0.4%
VAS
644
Vestmark Advisory Solutions
Massachusetts
$2.84M -$1.02M -6,308 -27%
PPP
645
Private Portfolio Partners
New Jersey
$2.82M -$39K -240 -1%
BJL
646
Brighton Jones LLC
Washington
$2.81M +$211K +1,299 +8%
AWM
647
Atticus Wealth Management
Florida
$2.79M -$65K -400 -2%
JFG
648
JMG Financial Group
Illinois
$2.78M -$74.4K -458 -3%
MWM
649
Mascoma Wealth Management
New Hampshire
$2.77M -$676K -4,138 -20%
CBT
650
CoreFirst Bank & Trust
Kansas
$2.76M +$332K +2,045 +14%
24 25
26
27 28