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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 %
WFA
1376
Websterrogers Financial Advisors
South Carolina
$369K -$80.4K -495 -18%
TFA
1377
Trinity Financial Advisors
Ohio
$368K – – –
PWM
1378
Paulson Wealth Management
Illinois
$366K +$366K +2,251 New
AWA
1379
Archvest Wealth Advisors
California
$365K +$365K +2,246 New
CHC
1380
City Holding Co
West Virginia
$364K -$43.5K -268 -11%
CANC
1381
Culbertson A N & Co
Virginia
$363K – – –
FWM
1382
Fingerlakes Wealth Management
New York
$362K -$325 -2 -0.1%
WE
1383
Wealth Effects
Massachusetts
$362K +$55.4K +341 +18%
HCM
1384
Hengehold Capital Management
Ohio
$362K -$36.5K -225 -9%
AWG
1385
Altus Wealth Group
Colorado
$361K +$6.5K +40 +2%
JWM
1386
Jeppson Wealth Management
California
$361K -$9.75K -60 -3%
NFP
1387
Narus Financial Partners
Utah
$361K +$18.8K +116 +6%
GS
1388
GTS Securities
New York
$361K +$361K +2,220 New
NSG
1389
Nalls Sherbakoff Group
Tennessee
$359K – – –
AIM
1390
Aspen Investment Management
Michigan
$359K -$325 -2 -0.1%
SFC
1391
SYM Financial Corp
Indiana
$358K -$77K -474 -18%
CIG
1392
Cairn Investment Group
Washington
$357K – – –
CAG
1393
Compass Advisory Group
New York
$357K -$6.66K -41 -2%
HIC
1394
Holderness Investments Company
North Carolina
$356K – – –
WG
1395
Welch Group
Alabama
$356K +$15.3K +94 +4%
SFB
1396
STAR Financial Bank
Indiana
$354K -$20.3K -125 -5%
IA
1397
IFG Advisors
Missouri
$353K +$44.7K +275 +14%
RWM
1398
Rockwood Wealth Management
Pennsylvania
$352K +$1.46K +9 +0.4%
PCTC
1399
Perkins Coie Trust Company
Washington
$352K – – –
EWG
1400
Executive Wealth Group
Washington
$351K – – –
54 55
56
57 58