In Q3, Theory Financial LLC reduced its VIG holdings by 2.5%, and others adjusted VIG and ETF positions.

Theory Financial LLC reduced its holdings in Vanguard Dividend Appreciation ETF (VIG) by 2.5% in Q3, holding 22,560 shares worth $3.505M. Other hedge funds such as Financial Freedom LLC and Provence Wealth Management Group also made changes to their positions in VIG during the quarter. Crestwood Advisors Group LLC sold 19,706 shares of Vanguard Tax-Exempt Bond ETF (VTEB), reducing its holdings by 1.5% and holding 1.6% of its portfolio in the ETF. Theory Financial LLC sold 1,606 shares of Vanguard Financials ETF (VFH), reducing its holdings by 3.5% and holding 2.1% of its portfolio in the ETF.

March 06, 2024
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