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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 %
OP
1776
ORG Partners
Indiana
$2.6K +$2.6K +16 New
MAM
1777
Marquette Asset Management
Minnesota
$2.28K – – –
AWM
1778
Activest Wealth Management
Florida
$2.14K – – –
PS
1779
PayPay Securities
Japan
$1.95K -$1.95K -12 -50%
OLVIG
1780
Oliver Lagore Vanvalin Investment Group
Michigan
$1.62K +$1.62K +10 New
Daiwa Securities Group
1781
Daiwa Securities Group
Japan
$1K – – –
TC
1782
Truvestments Capital
Florida
$812 – – –
ODG
1783
O'Dell Group
Ohio
$331 +$331 +2 New
Kayne Anderson Rudnick Investment Management
1784
Kayne Anderson Rudnick Investment Management
California
$325 – – –
RWM
1785
Ruedi Wealth Management
Illinois
$162 – – –
CL
1786
COWA LLC
Oklahoma
– -$47K -124,044 Closed
MCM
1787
Monument Capital Management
Virginia
– -$10.3M -67,089 Closed
GB
1788
Gunma Bank
Japan
– -$5.08M -33,000 Closed
LWMNY
1789
Landmark Wealth Management (New York)
New York
– -$2.41M -15,670 Closed
NFP
1790
NorthLanding Financial Partners
New York
– -$1.75M -11,360 Closed
DC
1791
Diametric Capital
Massachusetts
– -$1.61M -10,474 Closed
KF
1792
Krilogy Financial
Missouri
– -$1.5M -9,735 Closed
CS
1793
Credit Suisse
Switzerland
– -$1.38M -8,974 Closed
WFM
1794
Wolff Financial Management
Michigan
– -$1.33M -8,642 Closed
HF
1795
HRT Financial
New York
– -$1.23M -7,958 Closed
OWM
1796
OneAscent Wealth Management
Alabama
– -$1.15M -7,484 Closed
SCI
1797
Stableford Capital II
Arizona
– -$1.04M -6,843 Closed
Two Sigma Advisers
1798
Two Sigma Advisers
New York
– -$970K -6,300 Closed
Two Sigma Investments
1799
Two Sigma Investments
New York
– -$863K -5,603 Closed
CG
1800
Cutler Group
California
– -$673K -4,371 Closed
70 71
72
73 74