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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,472 hedge funds and large institutions have $25.5B invested in Vanguard Dividend Appreciation ETF in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 652 increasing their positions, 470 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,472
Holders Change
+36
Holders Change %
+2.51%
% of All Funds
25.7%
Holding in Top 10
209
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.24%
% of All Funds
3.65%
New
109
Increased
652
Reduced
470
Closed
49
Calls
$57.5M
Puts
$48.5M
Net Calls
+$9.03M
Net Calls Change
+$2.01M

Top Buyers

1
TF
Trek Financial
Arizona
$134M
2
AI
Atria Investments
North Carolina
$116M
3
VWM
Venturi Wealth Management
Texas
$95M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$113M
5
IC
Inscription Capital
Texas
$44.4M

Top Sellers

1
FP
Financial Perspectives
Minnesota
$6.2M
2
Charles Schwab
Charles Schwab
California
$245M
3
Bank of America
Bank of America
North Carolina
$3.37B
4
EGA
E&G Advisors
Texas
$42.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$312M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
226
Addison Advisors
Vermont
$12.8M +$12.8M +82,801 New
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$12.8M +$1.13M +7,327 +10%
BMCM
228
Bryn Mawr Capital Management
Pennsylvania
$12.8M +$1.24K +8 +0%
FHA
229
Flagship Harbor Advisors
Massachusetts
$12.7M -$58.5K -378 -0.5%
Barclays
230
Barclays
United Kingdom
$12.7M -$5.31M -34,290 -29%
Northern Trust
231
Northern Trust
Illinois
$12.7M -$317K -2,049 -2%
PIMG
232
Patriot Investment Management Group
Tennessee
$12.6M -$147K -950 -1%
CAM
233
Cozad Asset Management
Illinois
$12.6M -$305K -1,970 -2%
EVM
234
Eaton Vance Management
Massachusetts
$12.6M -$674K -4,351 -5%
OPCM
235
Osborne Partners Capital Management
California
$12.4M -$918K -5,931 -7%
MA
236
MJP Associates
Connecticut
$12.4M +$337K +2,174 +3%
WT
237
Whittier Trust
California
$12.3M -$70K -452 -0.6%
CPFP
238
Clear Perspectives Financial Planning
Ohio
$12.3M -$1.18M -7,596 -9%
UCFA
239
United Capital Financial Advisors
Texas
$12M -$5.04M -32,593 -30%
A
240
AdvicePeriod
California
$12M +$475K +3,069 +4%
AAS
241
Avantax Advisory Services
Texas
$12M +$366K +2,361 +3%
ACP
242
Ashfield Capital Partners
California
$11.9M -$118K -765 -1%
MMA
243
Miracle Mile Advisors
California
$11.8M +$1.06M +6,852 +10%
NL
244
NEPC LLC
Massachusetts
$11.8M +$11.8M +76,200 New
SWP
245
Stratos Wealth Partners
Ohio
$11.5M +$568K +3,667 +5%
PWW
246
Pettyjohn Wood & White
Virginia
$11.5M -$101K -655 -0.9%
CWAG
247
Compton Wealth Advisory Group
Virginia
$11.4M +$179K +1,154 +2%
FLPIM
248
F.L. Putnam Investment Management
Massachusetts
$11.4M +$421K +2,721 +4%
DFG
249
Demars Financial Group
Washington
$11.3M +$550K +3,555 +5%
ICMP
250
Integrated Capital Management (Pennsylvania)
Pennsylvania
$11.2M +$127K +818 +1%
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