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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 %
BWA
726
BDO Wealth Advisors
Florida
$2.17M -$1.67M -10,252 -43%
FPB
727
First PREMIER Bank
South Dakota
$2.17M +$116K +714 +6%
MA
728
MKT Advisors
California
$2.17M -$26.2K -158 -1%
ATPW
729
Ashton Thomas Private Wealth
Arizona
$2.16M +$11.2K +69 +0.5%
SWA
730
Sax Wealth Advisors
New Jersey
$2.15M +$144K +888 +7%
ZF
731
Zhang Financial
Michigan
$2.14M -$77K -475 -3%
BCM
732
Becker Capital Management
Oregon
$2.13M -$4.9K -30 -0.2%
BAM
733
BOS Asset Management
Illinois
$2.12M -$150K -924 -7%
JPLA
734
Joseph P. Lucia & Associates
New York
$2.11M -$164K -1,010 -7%
NWMG
735
National Wealth Management Group
Ohio
$2.11M -$324K -1,989 -13%
SA
736
SRH Advisors
Kansas
$2.09M – – –
TA
737
TrueWealth Advisors
Alabama
$2.08M -$499K -3,072 -19%
CA
738
Continuum Advisory
Idaho
$2.07M +$26.5K +163 +1%
SRWM
739
Shira Ridge Wealth Management
California
$2.07M +$23.2K +143 +1%
RMCM
740
Reynders McVeigh Capital Management
Massachusetts
$2.07M -$51K -314 -2%
PFP
741
Pinnacle Financial Partners
Tennessee
$2.03M -$9.1K -56 -0.4%
CGA
742
Crescent Grove Advisors
Illinois
$2.02M – – –
BB
743
Busey Bank
Illinois
$2.01M – – –
RGC
744
Roberts, Glore & Co
Illinois
$2.01M -$21K -129 -1%
WBCM
745
Wilson & Boucher Capital Management
California
$2.01M -$8.12K -50 -0.4%
Betterment LLC
746
Betterment LLC
New York
$2M -$97.6K -601 -5%
RC
747
Roundview Capital
New Jersey
$2M +$93.2K +574 +5%
9WM
748
9258 Wealth Management
Ohio
$2M -$162K -1,000 -8%
PIA
749
Perennial Investment Advisors
California
$1.98M +$73.1K +450 +4%
BCMLT
750
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.98M -$20.6K -127 -1%
28 29
30
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