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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 %
Chevy Chase Trust
1276
Chevy Chase Trust
Maryland
$471K -$115K -708 -20%
AF
1277
Apexium Financial
Texas
$468K – – –
HPIA
1278
Hamilton Point Investment Advisors
North Carolina
$464K – – –
RDWM
1279
Red Door Wealth Management
Tennessee
$464K +$464K +2,854 New
FWTB
1280
First Western Trust Bank
Colorado
$462K +$42.9K +264 +10%
KP
1281
Keel Point
Alabama
$459K +$812 +5 +0.2%
APC
1282
Asset Planning Corporation
Tennessee
$459K – – –
SFG
1283
Sage Financial Group
Pennsylvania
$457K -$89.3K -550 -16%
AWMG
1284
Alliance Wealth Management Group
New Jersey
$453K – – –
TCM
1285
Towercrest Capital Management
Pennsylvania
$453K – – –
CFB
1286
Cullen/Frost Bankers
Texas
$452K +$242K +1,489 +115%
DLCIG
1287
D.L. Carlson Investment Group
New Hampshire
$451K -$4.71K -29 -1%
WPC
1288
White Pine Capital
Minnesota
$451K -$43.4K -267 -9%
LCM
1289
LVM Capital Management
Michigan
$450K – – –
SAM
1290
SignalPoint Asset Management
Missouri
$450K -$3.9K -24 -0.9%
SSW
1291
Stone Summit Wealth
Florida
$449K +$75.5K +465 +20%
TWP
1292
Total Wealth Planning
Ohio
$445K – – –
PVI
1293
Pine Valley Investments
New Jersey
$445K +$49.7K +305 +13%
CWA
1294
Core Wealth Advisors
Florida
$444K +$238K +1,466 +116%
DFG
1295
Demars Financial Group
Washington
$443K -$10.4K -64 -2%
MAM
1296
McLean Asset Management
Virginia
$442K – – –
AG
1297
Ascent Group
Virginia
$442K +$7.19K +44 +2%
FWI
1298
Facet Wealth Inc
Maryland
$442K -$15K -91 -3%
LWM
1299
LJI Wealth Management
Indiana
$441K -$16.2K -100 -4%
RA
1300
Rise Advisors
New York
$440K -$13K -80 -3%
50 51
52
53 54