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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
$1.03B
2
Bank of America
Bank of America
North Carolina
$3.66B
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$85.1M
4
NHC
Nicholas Hoffman & Company
Georgia
$86.3M
5
AO
Advisor OS
Illinois
$37.9M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$363M
2
MCC
Money Concepts Capital
Florida
$9.46M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$151M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$231M
5
UBS Group
UBS Group
Switzerland
$1B
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
1726
JDM Financial Group
Texas
$26.6K – – –
TRCT
1727
Tower Research Capital (TRC)
New York
$26K -$17.4K -107 -40%
BSB
1728
Bangor Savings Bank
Maine
$25.3K – – –
TWD
1729
True Wealth Design
Ohio
$23.9K -$59.6K -367 -71%
AFS
1730
Annapolis Financial Services
Maryland
$23.3K – – –
YDMI
1731
Y.D. More Investments
Israel
$22.1K – – –
CWM
1732
Cedar Wealth Management
California
$21.4K -$10.4K -64 -33%
BCM
1733
Bourgeon Capital Management
Connecticut
$19.2K – – –
AP
1734
Atwood & Palmer
Missouri
$18.4K – – –
MIA
1735
Milestone Investment Advisors
Wisconsin
$18.2K -$8.12K -50 -31%
WTA
1736
Washington Trust Advisors
Massachusetts
$17.5K – – –
ANBT
1737
American National Bank & Trust
Texas
$17.4K – – –
DAM
1738
Delta Asset Management
Tennessee
$16.9K – – –
UCB
1739
United Community Bank
South Carolina
$16.7K – – –
CWM
1740
CarsonAllaria Wealth Management
Illinois
$16.7K – – –
TCPG
1741
Trivant Custom Portfolio Group
California
$16.7K +$16.7K +103 New
SWA
1742
Sutton Wealth Advisors
Florida
$16.2K – – –
HFM
1743
Hartford Financial Management
Connecticut
$16.2K – – –
SC
1744
Steph & Co
Wisconsin
$16.2K – – –
Nomura Asset Management
1745
Nomura Asset Management
Japan
$16.2K – – –
AW
1746
Avion Wealth
Texas
$16K +$627 +4 +4%
FFL
1747
Financial Freedom LLC
Ohio
$15.2K – – –
HWP
1748
Highline Wealth Partners
California
$14.9K – – –
ICM
1749
Islay Capital Management
Texas
$14.3K – – –
KFS
1750
Kelly Financial Services
Massachusetts
$14.1K +$1.29K +8 +10%
68 69
70
71 72