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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 %
GAM
1601
Gould Asset Management
California
$217K – – –
SCM
1602
Sterneck Capital Management
Missouri
$216K – – –
NWA
1603
New World Advisors
Massachusetts
$215K +$215K +1,324 New
HCM
1604
Hilton Capital Management
New York
$214K – – –
LA
1605
Lane & Associates
New Jersey
$214K – – –
ISB
1606
Iowa State Bank
Iowa
$214K – – –
TI
1607
Truepoint Inc
Ohio
$213K – – –
FFA
1608
Fragasso Financial Advisors
Pennsylvania
$213K +$325 +2 +0.2%
BFG
1609
Baron Financial Group
New Jersey
$213K – – –
DWMS
1610
Dominguez Wealth Management Solutions
Virginia
$213K -$3.09K -19 -1%
WWM
1611
Wolff Wiese Magana
California
$212K – – –
NPA
1612
Nichols & Pratt Advisers
Massachusetts
$211K – – –
PP
1613
Pacifica Partners
Canada
$210K +$484 +3 +0.2%
GWS
1614
Glassman Wealth Services
Virginia
$210K +$3.9K +24 +2%
RMC
1615
Resources Management Corp
Connecticut
$209K -$13.5M -82,714 -98%
AWM
1616
AllSquare Wealth Management
New York
$207K – – –
UBV
1617
United Bank (Virginia)
Virginia
$207K +$207K +1,272 New
CG
1618
CFO4Life Group
Texas
$206K -$10.4K -64 -5%
MMPW
1619
Mitchell McLeod Pugh & Williams
Alabama
$206K +$206K +1,268 New
LWM
1620
Ledge Wealth Management
Minnesota
$204K +$204K +1,259 New
KWA
1621
Kellett Wealth Advisors
Ohio
$204K +$204K +1,256 New
RWS
1622
Resolute Wealth Strategies
Mississippi
$203K +$203K +1,252 New
CSA
1623
Cottage Street Advisors
Massachusetts
$203K +$203K +1,252 New
PCA
1624
Prosperity Capital Advisors
Ohio
$203K +$203K +1,252 New
MS
1625
Madden Securities
Texas
$203K +$203K +1,251 New
63 64
65
66 67