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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 %
RCA
101
Resonant Capital Advisors
Wisconsin
$36.7M 225,103 -35,048 -13%
BWFA
102
Baltimore-Washington Financial Advisors
Maryland
$36.4M 224,220 +43,223 +24%
PFO
103
Pathstone Family Office
New Jersey
$36.2M 222,567 -1,898 -0.8%
BWM
104
BerganKDV Wealth Management
Minnesota
$35.6M 219,181 -1,865 -0.8%
WP
105
WMS Partners
Maryland
$35.6M 219,166 +20,444 +10%
BCM
106
Brookstone Capital Management
Illinois
$35.5M 222,381 +20,925 +10%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$35M 215,423 +4,250 +2%
AFA
108
American Financial Advisors
Georgia
$34.7M 213,433 -33,641 -14%
KBFS
109
Kohmann Bosshard Financial Services
Ohio
$34.6M 212,813 +3,424 +2%
VU
110
Valence8 US
Massachusetts
$34.4M 211,842 -32,142 -13%
PMG
111
ProVise Management Group
Florida
$34.3M 211,291 -21,019 -9%
FIC
112
Family Investment Center
Missouri
$34.2M 210,766 +7,515 +4%
AT
113
American Trust
Kentucky
$34.1M 209,713 +19,547 +10%
CWM
114
Connecticut Wealth Management
Connecticut
$33.9M 208,991 -2,239 -1%
TCM
115
TD Capital Management
Tennessee
$33.5M 206,531 -5,060 -2%
BP
116
Ballentine Partners
Massachusetts
$32.9M 202,242 -5,501 -3%
AM
117
AGF Management
Ontario, Canada
$32.4M 199,770 -553 -0.3%
PCIA
118
Prime Capital Investment Advisors
Kansas
$32.1M 197,430 +143,933 +269%
OHWA
119
Oak Hill Wealth Advisors
Virginia
$31.2M 192,037 +3,644 +2%
SFA
120
Seneca Financial Advisors
New York
$30.4M 186,982 -9,867 -5%
EH
121
Equitable Holdings
New York
$29.8M 183,176 +5,897 +3%
NFW
122
Noble Family Wealth
Florida
$29.4M 180,737 -46 -0%
SFG
123
StrategIQ Financial Group
Indiana
$29.3M 180,355 +947 +0.5%
M&T Bank
124
M&T Bank
New York
$28.7M 176,713 -2,014 -1%
Northern Trust
125
Northern Trust
Illinois
$28.3M 174,446 -5,987 -3%
3 4
5
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