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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,436 hedge funds and large institutions have $23.7B invested in Vanguard Dividend Appreciation ETF in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 581 increasing their positions, 529 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+30
Holders Change %
+2.13%
% of All Funds
25.29%
Holding in Top 10
216
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.82%
% of All Funds
3.8%
New
105
Increased
581
Reduced
529
Closed
60
Calls
$43.3M
Puts
$36.3M
Net Calls
+$7.03M
Net Calls Change
+$46.8M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$227M
2
LPL Financial
2
LPL Financial
California
$629M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$55.2M
4
SAI
4
Systematic Alpha Investments
New Jersey
$51.9M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$332M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.25B
2
Citigroup
2
Citigroup
New York
$408M
3
KAS
3
Kestra Advisory Services
Texas
$45.5M
4
William Blair & Company
4
William Blair & Company
Illinois
$87.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
226
Western Wealth Management
Colorado
$11.4M +$566K +3,845 +5%
AWM
227
AE Wealth Management
Kansas
$11.2M +$532K +3,617 +5%
RSWM
228
Robertson Stephens Wealth Management
California
$11.1M +$5.72M +38,891 +106%
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$11.1M +$39.9K +271 +0.4%
PWW
230
Pettyjohn Wood & White
Virginia
$11M -$166K -1,131 -1%
LIM
231
Leavell Investment Management
Alabama
$11M +$564K +3,835 +5%
HFS
232
Horizon Financial Services
North Carolina
$11M +$263K +1,787 +2%
AAS
233
Avantax Advisory Services
Texas
$11M +$537K +3,652 +5%
DMC
234
Drexel Morgan & Co
Pennsylvania
$11M +$1.67M +11,355 +18%
A
235
AdvicePeriod
California
$11M -$193K -1,314 -2%
CWAG
236
Compton Wealth Advisory Group
Virginia
$10.7M -$1.52M -10,344 -12%
Qube Research & Technologies (QRT)
237
Qube Research & Technologies (QRT)
United Kingdom
$10.7M -$6.78M -46,064 -39%
DA
238
Detalus Advisors
Missouri
$10.7M +$696K +4,734 +7%
ICMP
239
Integrated Capital Management (Pennsylvania)
Pennsylvania
$10.5M -$434K -2,952 -4%
IWP
240
IAG Wealth Partners
Wisconsin
$10.5M +$139K +945 +1%
WI
241
Wintrust Investments
Illinois
$10.5M +$401K +2,729 +4%
FLPIM
242
F.L. Putnam Investment Management
Massachusetts
$10.4M +$485K +3,295 +5%
MCM
243
Monument Capital Management
Virginia
$10.4M +$8.7M +59,178 +507%
SWP
244
Stratos Wealth Partners
Ohio
$10.4M +$719K +4,889 +7%
SCA
245
Snowden Capital Advisors
New York
$10.4M -$886K -6,027 -8%
CCT
246
Country Club Trust
Missouri
$10.4M +$60.5K +411 +0.6%
ECM
247
Evergreen Capital Management
Washington
$10.4M +$85.7K +583 +0.8%
BEC
248
Blue Edge Capital
Virginia
$10.3M -$1.42M -9,657 -12%
MMA
249
Miracle Mile Advisors
California
$10.2M +$549K +3,733 +6%
DFG
250
Demars Financial Group
Washington
$10.2M -$107K -729 -1%
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