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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 %
SIC
1676
SJS Investment Consulting
Ohio
$83.8K -$3.25K -20 -4%
RWPA
1677
Richard W. Paul & Associates
Michigan
$83.3K – – –
TLCM
1678
Twin Lakes Capital Management
California
$82.5K – – –
TFA
1679
Toth Financial Advisory
Virginia
$79.6K – – –
CB
1680
CNB Bank
Pennsylvania
$78.6K -$16.2K -100 -17%
DAC
1681
Dividend Assets Capital
South Carolina
$77K +$28.6K +177 +59%
HF
1682
Halpern Financial
Virginia
$72.4K – – –
MAWCM
1683
Mine & Arao Wealth Creation & Management
California
$70.8K – – –
SCA
1684
Stuart Chaussee & Associates
California
$66.6K +$66.6K +410 New
NCM
1685
Northwest Capital Management
Oregon
$66.6K +$66.6K +410 New
NFSG
1686
Newbridge Financial Services Group
Florida
$66.4K -$5.52K -34 -8%
CWA
1687
Carolina Wealth Advisors
South Carolina
$58.5K -$9.42K -58 -14%
CCP
1688
Carmel Capital Partners
California
$58.3K -$21.8K -134 -27%
SIA
1689
SkyView Investment Advisors
New Jersey
$55K -$7.79K -48 -12%
GIA
1690
GHP Investment Advisors
Colorado
$54.2K +$23.5K +144 +77%
MA
1691
MCF Advisors
Kentucky
$53.3K – – –
CFFP
1692
Center for Financial Planning
Michigan
$52.8K +$52.8K +325 New
CT
1693
Colonial Trust
South Carolina
$52.5K +$1.79K +11 +4%
EAM
1694
Eukles Asset Management
Ohio
$51K – – –
MHR
1695
Matthew Hamilton Rosenberg
$50.7K – – –
HCM
1696
Horrell Capital Management
Arkansas
$49K – – –
CTA
1697
Colonial Trust Advisors
South Carolina
$48.7K – – –
BlackRock
1698
BlackRock
New York
$48.7K -$24.2K -149 -33%
PSB
1699
Piscataqua Savings Bank
New Hampshire
$48.1K – – –
APW
1700
Atlantic Private Wealth
North Carolina
$47.3K -$22.4K -138 -32%
66 67
68
69 70