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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 %
GIA
1351
Guyasuta Investment Advisors
Pennsylvania
$396K -$8.77K -54 -2%
DI
1352
Disciplined Investments
Oklahoma
$395K -$37.2K -229 -9%
PS
1353
Planned Solutions
California
$394K – – –
ST
1354
Sageworth Trust
Pennsylvania
$393K -$41.7K -257 -10%
AI
1355
Accredited Investors
Minnesota
$390K +$41.4K +255 +12%
HCA
1356
Heck Capital Advisors
Wisconsin
$388K – – –
GF
1357
Gries Financial
Ohio
$385K +$52.8K +325 +16%
MKA
1358
M. Kulyk & Associates
Georgia
$384K +$384K +2,364 New
WCF
1359
West Coast Financial
California
$383K -$48.7K -300 -11%
TA
1360
Tiedemann Advisors
New York
$383K – – –
VWM
1361
Venturi Wealth Management
Texas
$380K -$912K -5,611 -71%
AIM
1362
Acropolis Investment Management
Missouri
$379K – – –
CIAS
1363
CFS Investment Advisory Services
New Jersey
$378K +$378K +2,327 New
DA
1364
Doliver Advisors
Texas
$378K – – –
DF
1365
Dunhill Financial
United Kingdom
$377K +$377K +2,351 New
QCG
1366
Quadrant Capital Group
Ohio
$377K -$11.2K -69 -3%
BCFS
1367
Butensky & Cohen Financial Security
Florida
$377K -$41.1K -253 -10%
FPCP
1368
Fort Point Capital Partners
California
$376K – – –
CWA
1369
Clearview Wealth Advisors
Oregon
$376K -$10.4K -64 -3%
MIC
1370
Means Investment Company
Maine
$375K – – –
BFIC
1371
Bedell Frazier Investment Counselling
California
$374K – – –
BFC
1372
Bedel Financial Consulting
Indiana
$374K – – –
RCI
1373
RS Crum Inc
California
$373K -$1.62K -10 -0.4%
CS
1374
Cannell & Spears
New York
$371K +$2.11K +13 +0.6%
AFS
1375
Access Financial Services
Minnesota
$370K +$10.2K +63 +3%
53 54
55
56 57