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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 %
ASN
176
Advisory Services Network
Georgia
$18.9M +$1.54M +9,468 +9%
WBG
177
Wharton Business Group
Pennsylvania
$18.9M -$3.11M -19,175 -14%
EWA
178
EP Wealth Advisors
California
$18.9M -$5.37M -5,566 -22%
BSW
179
Buckingham Strategic Wealth
Missouri
$18.9M -$678K -4,177 -3%
JSL
180
JT Stratford LLC
Georgia
$18.7M +$672K +4,138 +4%
GFL
181
Granite FO LLC
New Hampshire
$18.6M +$723K +4,450 +4%
SI
182
SimpliFi Inc
California
$18.6M -$27.9K -172 -0.2%
AWM
183
AE Wealth Management
Kansas
$18.5M +$3.61M +22,218 +24%
MA
184
Montag & Associates
Georgia
$18.5M -$69.2K -424 -0.4%
GB
185
Goepper Burkhardt
South Carolina
$18.4M +$576K +3,547 +3%
NIM
186
Northeast Investment Management
Massachusetts
$18.3M +$958K +5,896 +6%
CW
187
CreativeOne Wealth
Kansas
$18.2M +$4.43M +27,277 +32%
NW
188
NewEdge Wealth
Pennsylvania
$17.8M +$230K +1,414 +1%
WIC
189
Whitegate Investment Counselors
New Hampshire
$17.8M -$563K -3,469 -3%
GFS
190
GYL Financial Synergies
Connecticut
$17.7M -$1.02M -6,272 -5%
BCA
191
Bay Colony Advisors
Massachusetts
$17.7M +$713K +4,392 +4%
WAP
192
Wealthcare Advisory Partners
Pennsylvania
$17.7M -$715K -4,404 -4%
LWA
193
LWS Wealth Advisors
New Jersey
$17.7M -$813K -5,005 -4%
National Bank of Canada
194
National Bank of Canada
Quebec, Canada
$17.6M +$617K +3,858 +4%
EW
195
Evoke Wealth
California
$17.6M +$1.27M +7,774 +8%
AF
196
Allworth Financial
California
$17.4M -$3.95M -24,313 -19%
DLDF
197
Dan L. Duncan Foundation
Texas
$17.4M -$1.28M -7,885 -7%
JMFC
198
J.M. Forbes & Co
Massachusetts
$17.3M -$18.8M -115,497 -52%
CIC
199
Carnegie Investment Counsel
Ohio
$17.2M -$303K -1,863 -2%
CWAG
200
Compton Wealth Advisory Group
Virginia
$17.1M +$3.48M +21,440 +26%
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