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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.

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 %
3F
76
360 Financial
Minnesota
$48.6M 299,435 -761 -0.3%
BPA
77
Beacon Pointe Advisors
California
$48.4M 298,247 +5,914 +2%
MA
78
MJP Associates
Connecticut
$48.4M 298,034 +19,192 +7%
BFS
79
Bard Financial Services
Connecticut
$47.1M 289,945 -1,450 -0.5%
DADC
80
D.A. Davidson & Co
Montana
$46.1M 283,996 +2,786 +1%
JFA
81
JNBA Financial Advisors
Minnesota
$43.8M 269,452 +36,737 +16%
EK
82
Evensky & Katz
Florida
$43.3M 266,357 -2,107 -0.8%
AA
83
Advisory Alpha
Michigan
$43.1M 265,366 +168,589 +174%
PWP
84
Principle Wealth Partners
Connecticut
$42.5M 261,529 +402 +0.2%
KFAA
85
Klaas Financial Asset Advisors
Illinois
$42.3M 259,398 +1,913 +0.7%
VM
86
VPR Management
Texas
$41.8M 257,330 -79,755 -24%
PA
87
Planning Alternatives
Michigan
$41.3M 254,519 +403 +0.2%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$40.9M 251,762 +11,774 +5%
HTC
89
Haverford Trust Company
Pennsylvania
$40.6M 249,786 -1,855 -0.7%
WA
90
Wealth Architects
California
$38.7M 238,185 +4,868 +2%
MA
91
Mosaic Advisors
Texas
$38.2M 235,309 -11,928 -5%
US Bancorp
92
US Bancorp
Minnesota
$38.1M 234,839 -7,850 -3%
AO
93
Advisor OS
Illinois
$37.9M 233,240 +172,122 +282%
NEPWA
94
New England Private Wealth Advisors
Massachusetts
$37.7M 231,777 -2,423 -1%
APP
95
Avantax Planning Partners
Iowa
$37.6M 231,699 +32,181 +16%
SPIA
96
Steward Partners Investment Advisory
New York
$37.6M 231,617 +35,834 +18%
LWMG
97
Levy Wealth Management Group
Pennsylvania
$37.5M 230,968 +4,265 +2%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$37.5M 230,643 +150,294 +187%
PP
99
PDS Planning
Ohio
$37.3M 229,556 +7,411 +3%
EGA
100
E&G Advisors
Texas
$37.2M 229,282 -3,196 -1%
2 3
4
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