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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 %
ATC
1626
Adirondack Trust Company
New York
$203K +$85.1K +512 +72%
GJIA
1627
Glass Jacobson Investment Advisors
Maryland
$203K +$203K +1,248 New
MIM
1628
Macroview Investment Management
Maryland
$202K -$2.92K -18 -1%
RCG
1629
Resource Consulting Group
Florida
$202K +$202K +1,242 New
CAP
1630
Columbia Advisory Partners
Washington
$202K +$202K +1,241 New
PP
1631
Prudential plc
United Kingdom
$201K -$11.4K -70 -5%
MPM
1632
Meritage Portfolio Management
Kansas
$201K +$201K +1,239 New
SFS
1633
Summit Financial Strategies
Ohio
$201K +$201K +1,235 New
AWM
1634
Abound Wealth Management
Tennessee
$200K -$3.74K -23 -2%
FCG
1635
Financial Connections Group
California
$198K -$14K -86 -7%
FSWA
1636
Financial Synergies Wealth Advisors
Texas
$196K -$9.11K -56 -4%
PGAM
1637
Princeton Global Asset Management
New Jersey
$187K – – –
TF
1638
TimeScale Financial
Massachusetts
$183K -$975 -6 -0.5%
PA
1639
PSI Advisors
Florida
$182K – – –
FCAG
1640
First Capital Advisors Group
New Jersey
$178K +$178K +1,094 New
BFPW
1641
BOK Financial Private Wealth
Colorado
$176K – – –
CWM
1642
Consultiva Wealth Management
Puerto Rico
$170K – – –
NRG
1643
Nemes Rush Group
Michigan
$169K +$169K +1,042 New
OC
1644
Oakworth Capital
Alabama
$168K – – –
HCP
1645
Hexagon Capital Partners
Arkansas
$166K – – –
TF
1646
Tompkins Financial
New York
$164K – – –
FFC
1647
First Financial Corp
Indiana
$162K – – –
PO
1648
Private Ocean
California
$160K -$1.46K -9 -0.9%
AT
1649
Avalon Trust
New Mexico
$143K -$24.4K -150 -15%
RBC
1650
Roble Belko & Company
Pennsylvania
$143K – – –
64 65
66
67 68