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Vanguard Dividend Appreciation ETF
VIG

Overview Fund Activity

1,481 hedge funds and large institutions have $26.3B invested in Vanguard Dividend Appreciation ETF in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 661 increasing their positions, 469 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+9
Holders Change %
+0.61%
% of All Funds
26.01%
Holding in Top 10
206
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.44%
% of All Funds
3.62%
New
94
Increased
661
Reduced
469
Closed
52
Calls
$70.3M
Puts
$76.7M
Net Calls
-$6.46M
Net Calls Change
-$15.5M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$829M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.28B
3
Citigroup
Citigroup
New York
$498M
4
RA
Rational Advisors
New York
$77.8M
5
B
Barings
North Carolina
$70.1M

Top Sellers

1
ZB
Zions Bancorporation
Utah
$59.2M
2
IC
Inscription Capital
Texas
$0
3
AWM
AE Wealth Management
Kansas
$19.6M
4
Wealthfront Advisers
Wealthfront Advisers
California
$919M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$60.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
226
Addison Advisors
Vermont
$12.7M +$9.68K +63 +0.1%
OPCM
227
Osborne Partners Capital Management
California
$12.6M +$296K +1,925 +2%
AAS
228
Avantax Advisory Services
Texas
$12.6M +$732K +4,762 +6%
BMCM
229
Bryn Mawr Capital Management
Pennsylvania
$12.6M -$88.3K -575 -0.7%
PIMG
230
Patriot Investment Management Group
Tennessee
$12.6M +$69.1K +450 +0.6%
MMA
231
Miracle Mile Advisors
California
$12.2M +$450K +2,928 +4%
EW
232
Evoke Wealth
California
$12.1M +$1.95M +12,728 +19%
CFA
233
Capstone Financial Advisors
Illinois
$12.1M -$3.45M -22,434 -22%
CAM
234
Cozad Asset Management
Illinois
$12M -$495K -3,221 -4%
MCM
235
Monument Capital Management
Virginia
$11.8M +$5.82M +37,921 +97%
FLPIM
236
F.L. Putnam Investment Management
Massachusetts
$11.8M +$500K +3,254 +4%
AO
237
Advisor OS
Illinois
$11.8M -$5.14M -33,468 -30%
SWP
238
Stratos Wealth Partners
Ohio
$11.8M +$315K +2,051 +3%
FFA
239
Freedman Financial Associates
Massachusetts
$11.8M +$1.54M +10,053 +15%
ACP
240
Ashfield Capital Partners
California
$11.7M -$58.8K -383 -0.5%
NL
241
NEPC LLC
Massachusetts
$11.7M – – –
UCFA
242
United Capital Financial Advisors
Texas
$11.6M -$333K -2,168 -3%
WT
243
Whittier Trust
California
$11.6M -$606K -3,947 -5%
PWW
244
Pettyjohn Wood & White
Virginia
$11.4M +$15.8K +103 +0.1%
FM
245
Family Management
New York
$11.4M +$727K +4,735 +7%
Cetera Investment Advisers
246
Cetera Investment Advisers
Illinois
$11.4M -$4.57M -29,754 -29%
PD
247
Planning Directions
Pennsylvania
$11.3M +$859K +5,593 +8%
CWAG
248
Compton Wealth Advisory Group
Virginia
$11M -$398K -2,589 -4%
ECM
249
Evergreen Capital Management
Washington
$10.9M +$24.7K +161 +0.2%
IWP
250
IAG Wealth Partners
Wisconsin
$10.8M +$62.5K +407 +0.6%
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