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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 %
SIG
701
Stonegate Investment Group
Alabama
$2.32M +$4.22K +26 +0.2%
BWM
702
Baystate Wealth Management
Massachusetts
$2.31M -$50K -308 -2%
SM
703
Sweeney & Michel
California
$2.31M +$5.56K +34 +0.2%
RW
704
RVW Wealth
California
$2.3M -$147K -904 -6%
CHA
705
Carmichael Hill & Associates
Maryland
$2.3M +$122K +752 +6%
PBF
706
Petix & Botte Financial
California
$2.28M +$1.11M +6,850 +95%
AF
707
Affiance Financial
Minnesota
$2.28M – – –
CPIA
708
Cornell Pochily Investment Advisors
New York
$2.28M -$80.6K -496 -3%
MSAM
709
Moloney Securities Asset Management
Missouri
$2.28M +$463K +2,852 +26%
SPA
710
Sentinel Pension Advisors
Massachusetts
$2.27M -$1.62K -10 -0.1%
CA
711
CGN Advisors
Kansas
$2.27M +$83.8K +516 +4%
SSWM
712
Smith Salley Wealth Management
North Carolina
$2.25M -$93.9K -578 -4%
BFA
713
Buttonwood Financial Advisors
Maryland
$2.25M +$2.25M +13,829 New
OLA
714
Oliver Luxxe Assets
New Jersey
$2.25M -$78.9K -486 -3%
SFA
715
Sequoia Financial Advisors
Ohio
$2.24M +$46.3K +285 +2%
FNBT
716
FineMark National Bank & Trust
Florida
$2.23M +$517K +3,185 +30%
FT
717
Fiduciary Trust
Massachusetts
$2.23M -$293K -1,804 -12%
SCG
718
Sonata Capital Group
Washington
$2.22M -$83.7K -515 -4%
HIA
719
Harbor Investment Advisory
Maryland
$2.22M -$9.42K -58 -0.4%
GWM
720
Geneos Wealth Management
Colorado
$2.22M +$239K +1,470 +12%
TAM
721
Tocqueville Asset Management
New York
$2.21M – – –
LA
722
LexAurum Advisors
Kansas
$2.2M -$25.7K -158 -1%
RWA
723
Ropes Wealth Advisors
Massachusetts
$2.19M +$3.74K +23 +0.2%
LRPA
724
L. Roy Papp & Associates
Arizona
$2.18M +$39.8K +245 +2%
AAP
725
Arax Advisory Partners
Colorado
$2.18M -$27.9K -172 -1%
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