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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 %
MLA
1651
MB, Levis & Associates
Pennsylvania
$140K -$487 -3 -0.3%
CB
1652
Centennial Bank
Arkansas
$140K – – –
MM
1653
Main Management
California
$135K +$12.3K +76 +10%
MFT
1654
Moisand Fitzgerald Tamayo
Florida
$133K – – –
CCA
1655
Column Capital Advisors
Indiana
$124K -$119K -732 -49%
SWM
1656
Sanctuary Wealth Management
Idaho
$122K +$122K +754 New
CWP
1657
Concord Wealth Partners
Virginia
$121K -$51.5K -317 -30%
BWL
1658
Bogart Wealth LLC
Virginia
$118K +$19.3K +119 +20%
SAS
1659
Stelac Advisory Services
New York
$115K – – –
VC
1660
Vestor Capital
Illinois
$112K – – –
GWMIA
1661
Global Wealth Management Investment Advisory
Florida
$111K +$111K +683 New
IFAM
1662
Institutional & Family Asset Management
Colorado
$110K -$5.52K -34 -5%
PIAS
1663
PCA Investment Advisory Services
Ohio
$108K +$108K +664 New
FCMT
1664
Founders Capital Management (Texas)
Texas
$106K – – –
MRCM
1665
M&R Capital Management
New Jersey
$104K – – –
BAM
1666
Bellevue Asset Management
Washington
$103K – – –
NOI
1667
Newton One Investments
Delaware
$98.1K – – –
PPC
1668
Park Place Capital
Alabama
$97.5K – – –
GA
1669
GoalVest Advisory
New York
$97.1K – – –
WAM
1670
WFA Asset Management
Wisconsin
$95.8K – – –
HH
1671
HWG Holdings
Texas
$91.8K -$2.92K -18 -3%
BLC
1672
Brown, Lisle/Cummings
Rhode Island
$91K – – –
OIS
1673
Okabena Investment Services
Minnesota
$90.8K +$90.8K +559 New
CT
1674
Clearstead Trust
Maine
$89.2K +$21.4K +132 +32%
AWM
1675
Avondale Wealth Management
Texas
$84K – – –
65 66
67
68 69