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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 %
SFG
201
Snider Financial Group
Washington
$16.9M +$154K +949 +0.9%
WWM
202
Western Wealth Management
Colorado
$16.9M -$39.5K -243 -0.2%
NF
203
Nikulski Financial
Iowa
$16.6M +$175K +1,077 +1%
SW
204
SVB Wealth
Massachusetts
$16.6M -$3.65M -22,458 -18%
RC
205
Rovin Capital
Arizona
$16.6M +$2.73M +16,829 +20%
VWA
206
Visionary Wealth Advisors
Illinois
$16.6M -$133K -819 -0.8%
CTC
207
Central Trust Company
Missouri
$16.4M +$2.23M +13,717 +16%
JGIA
208
Jackson Grant Investment Advisers
Connecticut
$16.4M -$97.5K -600 -0.6%
FC
209
Fusion Capital
South Carolina
$16.3M -$60.7K -374 -0.4%
DI
210
DDFG Inc
California
$16.1M -$89.2K -549 -0.6%
CFS
211
CRA Financial Services
New Jersey
$16.1M -$10.7K -66 -0.1%
MWA
212
Martel Wealth Advisors
Washington
$15.9M -$739K -4,552 -4%
CFGSD
213
Compass Financial Group (South Dakota)
South Dakota
$15.8M +$636K +3,917 +4%
CWM
214
Cornerstone Wealth Management
Missouri
$15.7M +$84.6K +521 +0.5%
AWA
215
Arete Wealth Advisors
Illinois
$15.6M -$25.9M -159,400 -62%
FHA
216
Flagship Harbor Advisors
Massachusetts
$15.5M -$285K -1,755 -2%
CFP
217
Cypress Financial Planning
New Jersey
$15.4M +$102K +628 +0.7%
ZB
218
Zions Bancorporation
Utah
$15.4M -$3.3M -20,328 -18%
FWP
219
FAS Wealth Partners
Kansas
$15.4M -$8.28K -51 -0.1%
ANTB
220
AMG National Trust Bank
Colorado
$15.4M +$958K +5,895 +7%
PD
221
Planning Directions
Pennsylvania
$15.4M -$3.83M -23,593 -20%
FC
222
Family CFO
California
$15.2M -$275K -1,695 -2%
MI
223
Mercer Investments
Massachusetts
$15.1M – – –
MMA
224
Miracle Mile Advisors
California
$15M -$6.89M -42,429 -32%
AC
225
ASB Consultores
Florida
$14.9M -$2.86M -17,600 -16%
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