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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 %
SIMG
1251
Sonora Investment Management Group
Arizona
$495K +$117K +721 +31%
DI
1252
DFPG Investments
Utah
$493K +$49.2K +299 +11%
MFG
1253
Mendota Financial Group
Wisconsin
$493K -$32.5K -200 -6%
SIC
1254
Samalin Investment Counsel
New York
$492K -$40.1K -247 -8%
BCCM
1255
Bridge Creek Capital Management
Massachusetts
$491K +$13.3K +82 +3%
IWP
1256
Icon Wealth Partners
Texas
$491K – – –
BBPWM
1257
Blue Bell Private Wealth Management
Pennsylvania
$490K -$12.2K -75 -2%
VCM
1258
Virtue Capital Management
Tennessee
$488K +$64.9K +402 +15%
EIP
1259
Ellis Investment Partners
Pennsylvania
$488K -$5.04K -31 -1%
CC
1260
Claybrook Capital
Massachusetts
$487K – – –
OBGC
1261
O'Brien Greene & Co
Pennsylvania
$487K – – –
PCM
1262
Pennsylvania Capital Management
Pennsylvania
$487K – – –
NGA
1263
Naples Global Advisors
Florida
$485K +$44.1K +270 +10%
CWM
1264
Congress Wealth Management
Massachusetts
$484K -$27.1K -167 -5%
JC
1265
JB Capital
Connecticut
$484K -$25.8K -159 -5%
RG
1266
Rathbones Group
United Kingdom
$483K – – –
TPWA
1267
TRUE Private Wealth Advisors
Oregon
$482K -$14K -86 -3%
RF
1268
RHS Financial
California
$481K +$21.6K +133 +5%
BAAM
1269
Baker Avenue Asset Management
California
$478K -$11K -68 -2%
SLA
1270
Silver Lake Advisory
Utah
$477K +$29.2K +180 +7%
JHCP
1271
Jackson Hole Capital Partners
Oklahoma
$477K +$29.2K +180 +7%
TWM
1272
Tanager Wealth Management
United Kingdom
$476K – – –
B
1273
Bailard
California
$475K – – –
PWMG
1274
Prestige Wealth Management Group
New Jersey
$474K -$329K -2,017 -41%
CCM
1275
Canal Capital Management
Virginia
$473K -$216K -1,327 -31%
49 50
51
52 53