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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 %
CSWM
1701
Cassady Schiller Wealth Management
Ohio
$46.9K +$32.5K +200 +225%
GTAM
1702
Global Trust Asset Management
Florida
$46.1K – – –
WBC
1703
West Branch Capital
Massachusetts
$45.5K – – –
WP
1704
WealthPLAN Partners
Nebraska
$45.2K +$16.7K +103 +59%
GGI
1705
Godsey & Gibb Inc
Virginia
$43.5K +$11.2K +69 +35%
VAG
1706
VisionPoint Advisory Group
Texas
$43.4K +$43.4K +267 New
IPW
1707
Impact Partnership Wealth
Georgia
$43.4K +$43.4K +267 New
CPG
1708
Cornerstone Planning Group
New Jersey
$40.9K +$40.9K +252 New
DWA
1709
Dougherty Wealth Advisers
Minnesota
$40.6K – – –
CH
1710
Canton Hathaway
Rhode Island
$40K – – –
VWM
1711
Valley Wealth Managers
New Jersey
$39.8K – – –
SVCP
1712
Silicon Valley Capital Partners
California
$38.8K – – –
EWM
1713
Endurance Wealth Management
Rhode Island
$37K – – –
EWM
1714
Evermay Wealth Management
Virginia
$36.8K +$4.73K +29 +15%
HWM
1715
Horizons Wealth Management
North Carolina
$36.1K +$16.7K +103 +87%
ME
1716
McIlrath & Eck
Washington
$35.7K – – –
FWA
1717
FSC Wealth Advisors
New York
$34.9K – – –
BAM
1718
Byrne Asset Management
New Jersey
$34K – – –
BHWM
1719
Beaird Harris Wealth Management
Texas
$33.9K – – –
JWM
1720
Janiczek Wealth Management
Colorado
$33.3K -$3.25K -20 -9%
CMA
1721
Cedar Mountain Advisors
Oregon
$32.2K +$10.6K +65 +49%
WAS
1722
Winch Advisory Services
Wisconsin
$32K +$20.8K +128 +186%
MIH
1723
Meitav Investment House
Israel
$31.8K +$31.8K +197 New
TIM
1724
Thompson Investment Management
Wisconsin
$28.4K -$12.3K -76 -30%
RCM
1725
Rain Capital Management
Oregon
$26.7K – – –
67 68
69
70 71