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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 %
EAM
651
Evanson Asset Management
California
$2.75M -$25.3K -156 -0.9%
MSA
652
Marino Stram & Associates
Massachusetts
$2.74M +$302K +1,862 +12%
NAS
653
Nicolet Advisory Services
Wisconsin
$2.72M +$14.6K +91 +0.5%
PVAMC
654
PPS&V Asset Management Consultants
Michigan
$2.7M +$512K +3,524 +23%
RFC
655
Regions Financial Corp
Alabama
$2.7M -$44.5K -274 -2%
NRI
656
NFP Retirement Inc
California
$2.67M -$22.7K -140 -0.8%
LWCFA
657
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.66M – – –
VBWMG
658
Von Berge Wealth Management Group
California
$2.66M -$78.3K -482 -3%
EWM
659
Elmwood Wealth Management
California
$2.65M -$179K -1,100 -6%
LFP
660
Leeward Financial Partners
Washington
$2.65M +$1.46K +9 +0.1%
LSPW
661
Lake Street Private Wealth
Illinois
$2.64M -$93.4K -575 -3%
KIA
662
KCM Investment Advisors
California
$2.64M -$99.4K -612 -4%
PB
663
Pinnacle Bancorp
Nebraska
$2.63M +$40.3K +248 +2%
BFA
664
Beacon Financial Advisory
Ohio
$2.62M +$31.7K +195 +1%
WAG
665
Winthrop Advisory Group
Massachusetts
$2.62M +$38K +233 +1%
LSIA
666
LaSalle St. Investment Advisors
Illinois
$2.61M – – –
NSB
667
Norway Savings Bank
Maine
$2.61M +$26K +160 +1%
AAG
668
Armstrong Advisory Group
Massachusetts
$2.6M – – –
TFA
669
Tobias Financial Advisors
Florida
$2.6M +$25K +154 +1%
WFA
670
Wellspring Financial Advisors
Ohio
$2.59M – – –
TFO
671
Tarbox Family Office
California
$2.59M – – –
SFG
672
Sunburst Financial Group
Alabama
$2.57M -$9.58K -59 -0.4%
TGCMU
673
Titan Global Capital Management USA
New York
$2.57M +$1.68M +10,349 +189%
BAM
674
Belpointe Asset Management
Nevada
$2.56M -$978K -6,022 -28%
VHAM
675
Van Hulzen Asset Management
California
$2.55M -$20.3K -125 -0.8%
25 26
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