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.

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
1
Wealthfront Advisers
California
$1.03B
2
Bank of America
2
Bank of America
North Carolina
$3.66B
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$85.1M
4
NHC
4
Nicholas Hoffman & Company
Georgia
$86.3M
5
AO
5
Advisor OS
Illinois
$37.9M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$363M
2
MCC
2
Money Concepts Capital
Florida
$9.46M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$151M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$231M
5
UBS Group
5
UBS Group
Switzerland
$1B
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$85.1M 523,833 +228,126 +77%
AAS
52
Annex Advisory Services
Wisconsin
$82.3M 506,630 +23,113 +5%
MCM
53
MAI Capital Management
Ohio
$76.4M 470,360 +3,601 +0.8%
WA
54
Waverly Advisors
Alabama
$76.1M 468,404 +89,775 +24%
DC
55
Davenport & Co
Virginia
$75.5M 464,848 +77,976 +20%
BMM
56
Berkshire Money Management
Massachusetts
$72.8M 448,319 +10,064 +2%
CAM
57
Cresset Asset Management
Illinois
$72.4M 443,691 +142,050 +47%
MML Investors Services
58
MML Investors Services
Massachusetts
$71.7M 441,642 +40,928 +10%
Franklin Resources
59
Franklin Resources
California
$71.3M 438,885 +22,671 +5%
AWM
60
Apollon Wealth Management
South Carolina
$65.4M 402,618 +148,206 +58%
RA
61
Rational Advisors
New York
$64.9M 399,453 -5,593 -1%
PAS
62
Park Avenue Securities
New York
$64.1M 394,798 +35,338 +10%
SF
63
Synovus Financial
Georgia
$63.3M 389,532 -16,198 -4%
Cerity Partners
64
Cerity Partners
New York
$62.9M 387,296 +11,161 +3%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$61.7M 379,742 +3,960 +1%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$61.3M 377,429 -28,114 -7%
AWS
67
Atria Wealth Solutions
New York
$60.6M 372,363 -24,919 -6%
HSWM
68
Hubbell Strickland Wealth Management
Louisiana
$57.4M 353,368 -1,283 -0.4%
SAI
69
Systematic Alpha Investments
New Jersey
$57.3M 353,000 – –
CAN
70
Cetera Advisor Networks
California
$56.3M 346,411 +43,673 +14%
PCMC
71
Paragon Capital Management (Colorado)
Colorado
$55M 338,829 -10,006 -3%
KAS
72
Kestra Advisory Services
Texas
$54.2M 333,870 -13,634 -4%
TPCW
73
TD Private Client Wealth
New York
$52.2M 321,433 +3,880 +1%
NA
74
NewEdge Advisors
Louisiana
$51M 314,159 +24,690 +9%
IC
75
IEQ Capital
California
$49.7M 305,746 +21,223 +7%
1 2
3
4 5