VIG icon

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 %
FWM
1826
ForthRight Wealth Management
Georgia
– -$221K -1,433 Closed
ST
1827
Spinnaker Trust
Maine
– -$221K -1,433 Closed
AWM
1828
Accurate Wealth Management
Florida
– -$220K -1,424 Closed
AWS
1829
Arkfeld Wealth Strategies
Nebraska
– -$213K -1,373 Closed
CAM
1830
Crestone Asset Management
Colorado
– -$209K -1,354 Closed
PWM
1831
Provident Wealth Management
Tennessee
– -$208K -1,349 Closed
OCM
1832
One Capital Management
California
– -$204K -1,327 Closed
RPWA
1833
Regent Peak Wealth Advisors
Georgia
– -$202K -1,314 Closed
WRM
1834
Weybosset Research & Management
Rhode Island
– -$200K -1,300 Closed
LTI
1835
Laffer Tengler Investments
Tennessee
– -$172K -1,117 Closed
EI
1836
Ellevest Inc
New York
– -$96.4K -626 Closed
MWC
1837
MBM Wealth Consultants
Missouri
– -$96K -624 Closed
SC
1838
Slow Capital
California
– -$74K -481 Closed
NHT
1839
New Hampshire Trust
New Hampshire
– -$59.6K -387 Closed
IRC
1840
Investors Research Corp
Georgia
– -$47.3K -307 Closed
MRC
1841
Millburn Ridgefield Corp
New York
– -$36K -234 Closed
CP
1842
Castleview Partners
Texas
– -$35.7K -232 Closed
CIA
1843
Cascade Investment Advisors
Oregon
– -$27K -175 Closed
WWP
1844
WR Wealth Planners
Missouri
– -$25K -162 Closed
FMP
1845
Financial Management Professionals
Texas
– -$24K -153 Closed
IHWM
1846
Iron Horse Wealth Management
Iowa
– -$18.5K -120 Closed
WIM
1847
WealthPlan Investment Management
Nebraska
– -$11.1K -72 Closed
SSG
1848
Summit Securities Group
New York
– -$5K -31 Closed
LF
1849
Lee Financial
Texas
– -$1.39K -9 Closed
Parallax Volatility Advisers
1850
Parallax Volatility Advisers
California
– -$154 -1 Closed
71 72 73
74
75