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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 %
CCA
676
Conservest Capital Advisors
Pennsylvania
$2.55M -$36.2K -223 -1%
USCWA
677
U.S. Capital Wealth Advisors
Texas
$2.54M +$417K +2,570 +20%
CF
678
Centaurus Financial
California
$2.54M -$1.01M -6,235 -29%
LSA
679
Lansing Street Advisors
Pennsylvania
$2.52M -$16.6K -102 -0.7%
SHFA
680
SC&H Financial Advisors
Maryland
$2.52M -$22.7K -140 -0.9%
OCG
681
Opus Capital Group
Ohio
$2.52M -$175K -1,075 -6%
RG
682
Retirement Group
California
$2.49M -$23.9K -147 -1%
PAMG
683
Patton Albertson Miller Group
Tennessee
$2.48M -$407K -2,507 -14%
CNBTD
684
Citizens National Bank Trust Department
Mississippi
$2.48M -$975 -6 -0%
MIM
685
Moseley Investment Management
Florida
$2.48M +$170K +1,044 +7%
FTUS
686
Flow Traders U.S.
New York
$2.48M +$1.02M +6,264 +70%
STA
687
Summit Trail Advisors
New York
$2.48M +$199K +1,218 +9%
PCM
688
Parsons Capital Management
Rhode Island
$2.44M +$98.8K +608 +4%
CWM
689
Centurion Wealth Management
Virginia
$2.43M +$323K +1,988 +15%
WP
690
WealthSource Partners
California
$2.43M +$47.4K +292 +2%
AFP
691
Ausdal Financial Partners
Iowa
$2.42M -$188K -1,157 -7%
LW
692
Linscomb Wealth
Texas
$2.42M -$267K -1,645 -10%
GC
693
Grimes & Company
Massachusetts
$2.41M -$38.8K -239 -2%
GL
694
Graypoint LLC
New York
$2.4M -$473K -2,910 -16%
FSA
695
Fort Sheridan Advisors
Illinois
$2.4M +$37.4K +230 +2%
SWM
696
SeaCrest Wealth Management
New York
$2.4M +$70.8K +436 +3%
RFA
697
Resurgent Financial Advisors
Georgia
$2.39M +$255K +1,567 +12%
RL
698
Retireful LLC
Michigan
$2.39M +$2.39M +14,684 New
BCP
699
Blue Chip Partners
Michigan
$2.37M +$182K +1,119 +8%
CG
700
Caprock Group
Idaho
$2.36M -$43.9K -269 -2%
26 27
28
29 30