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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 %
ERIC
1401
Eagle Rock Investment Company
Georgia
$350K – – –
SW
1402
Simplicity Wealth
New Jersey
$349K +$108K +664 +45%
SIS
1403
Strategic Investment Solutions
Illinois
$347K -$31.7K -205 -8%
WPA
1404
West Paces Advisors
Georgia
$347K -$4.06K -25 -1%
VPP
1405
Vertex Planning Partners
Illinois
$346K +$18.4K +113 +6%
ONST
1406
Old North State Trust
North Carolina
$346K +$172K +1,058 +99%
HW
1407
Hamilton Wealth
California
$345K -$46K -283 -12%
AIS
1408
American Investment Services
Massachusetts
$345K +$1.3K +8 +0.4%
E
1409
ETFidea
New York
$344K -$9.75K -60 -3%
AFG
1410
ABLE Financial Group
Arizona
$344K -$114K -701 -25%
SCA
1411
Stonebridge Capital Advisors
Minnesota
$343K -$4.39K -27 -1%
FB
1412
Fulton Bank
Pennsylvania
$343K – – –
SWA
1413
SFMG Wealth Advisors
Texas
$342K -$54.6K -336 -14%
WB
1414
Webster Bank
Connecticut
$342K -$17.5K -108 -5%
LIG
1415
Lokken Investment Group
Delaware
$341K +$112K +689 +49%
CWM
1416
Calamos Wealth Management
Illinois
$341K – – –
FWM
1417
Finer Wealth Management
Massachusetts
$338K – – –
PEA
1418
Park Edge Advisors
Ohio
$336K -$80.2K -494 -19%
IF
1419
Integrity Financial
Wyoming
$336K +$2.44K +15 +0.7%
ZIM
1420
Zacks Investment Management
Illinois
$335K -$120K -740 -26%
Jane Street
1421
Jane Street
New York
$334K -$7.76M -47,763 -96%
TPW
1422
Tiller Private Wealth
Pennsylvania
$332K -$12.8K -79 -4%
AP
1423
Adero Partners
California
$331K -$110K -676 -25%
BF
1424
Blankinship & Foster
California
$330K – – –
MFS
1425
Madrona Financial Services
Washington
$329K +$93.4K +575 +40%
55 56
57
58 59