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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 %
HTHT
1451
Hemenway Trust Hemenway Trust
New Hampshire
$303K -$16.2K -100 -5%
TI
1452
tru Independence
Oregon
$303K – – –
CI
1453
CX Institutional
Indiana
$303K -$62K -382 -17%
IFPL
1454
Investments & Financial Planning LLC
Kentucky
$303K – – –
PWM
1455
Palumbo Wealth Management
New York
$302K – – –
IFPG
1456
Intrepid Financial Planning Group
Indiana
$301K – – –
VCM
1457
Vigilant Capital Management
Maine
$301K – – –
BC
1458
Barnett & Company
Tennessee
$299K – – –
AR
1459
Apeiron RIA
Texas
$298K +$162 +1 +0.1%
HH
1460
Hilltop Holdings
Texas
$298K +$298K +1,837 New
EPA
1461
Element Pointe Advisors
Florida
$298K – – –
MCM
1462
Mattern Capital Management
Colorado
$298K – – –
NB
1463
NBT Bank
New York
$296K – – –
MWPCG
1464
Measured Wealth Private Client Group
New Hampshire
$296K – – –
WKSWA
1465
White Knight Strategic Wealth Advisors
New Jersey
$296K – – –
CTWM
1466
Cherry Tree Wealth Management
Minnesota
$295K +$295K +1,818 New
PFA
1467
Pure Financial Advisors
California
$295K +$295K +1,818 New
AIM
1468
Anchor Investment Management
South Carolina
$295K -$162 -1 -0.1%
DPI
1469
Diversified Portfolios Inc
Michigan
$295K – – –
KWM
1470
Keebeck Wealth Management
Illinois
$293K -$48.6K -298 -14%
TLFA
1471
True Link Financial Advisors
California
$292K -$26K -160 -8%
WCAMG
1472
Woodard & Company Asset Management Group
North Carolina
$292K – – –
EGWAG
1473
Elwood & Goetz Wealth Advisory Group
Georgia
$289K +$289K +1,781 New
HAS
1474
Holland Advisory Services
Florida
$289K – – –
SAM
1475
Seelaus Asset Management
New Jersey
$289K -$33.2K -204 -10%
57 58
59
60 61