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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 %
CJL
1801
Cyrus J. Lawrence
New York
– -$564K -3,665 Closed
BWM
1802
BCS Wealth Management
Tennessee
– -$555K -3,602 Closed
WWG
1803
West Wealth Group
California
– -$543K -3,528 Closed
Kovitz Investment Group Partners
1804
Kovitz Investment Group Partners
Illinois
– -$539K -3,502 Closed
PCM
1805
Prelude Capital Management
New York
– -$529K -3,436 Closed
FNC
1806
First National Corp
Massachusetts
– -$440K -2,858 Closed
SWM
1807
Stockman Wealth Management
Montana
– -$438K -2,847 Closed
BIM
1808
Bridges Investment Management
Nebraska
– -$416K -2,699 Closed
FA
1809
FDx Advisors
Illinois
– -$348K -2,292 Closed
GFWA
1810
Grey Fox Wealth Advisors
Delaware
– -$299K -1,944 Closed
CCM
1811
Crew Capital Management
Ohio
– -$295K -1,914 Closed
FCM
1812
Fourpath Capital Management
Oklahoma
– -$278K -1,806 Closed
WG
1813
Watchman Group
Texas
– -$269K -1,749 Closed
ACM
1814
AlphaStar Capital Management
North Carolina
– -$260K -1,712 Closed
SAM
1815
Silvercrest Asset Management
New York
– -$255K -1,658 Closed
MCA
1816
Magnolia Capital Advisors
Mississippi
– -$251K -1,633 Closed
GAM
1817
Grandview Asset Management
Pennsylvania
– -$244K -1,586 Closed
DFG
1818
Delta Financial Group
New Jersey
– -$242K -1,572 Closed
ICP
1819
Interchange Capital Partners
Pennsylvania
– -$233K -1,511 Closed
LDB
1820
Lee, Danner & Bass
Tennessee
– -$232K -1,510 Closed
TSS
1821
Two Sigma Securities
New York
– -$232K -1,505 Closed
ACP
1822
Aveo Capital Partners
Colorado
– -$226K -1,469 Closed
BHB
1823
Bank Hapoalim BM
Israel
– -$226K -1,465 Closed
MAP
1824
Milestone Advisory Partners
North Carolina
– -$223K -1,450 Closed
WF
1825
Wayfinding Financial
Washington
– -$222K -1,442 Closed
71 72
73
74 75