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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 %
CIC
251
Carnegie Investment Counsel
Ohio
$10.1M -$162K -1,100 -2%
PA
252
Paracle Advisors
Washington
$10.1M -$162K -1,100 -2%
CCC
253
Crescent Capital Consulting
Louisiana
$9.91M +$788K +5,359 +9%
WBG
254
Wharton Business Group
Pennsylvania
$9.86M +$1.84M +12,530 +23%
BCM
255
Brookstone Capital Management
Illinois
$9.84M +$2.52M +17,157 +34%
LNB
256
Ledyard National Bank
$9.76M -$772K -5,251 -7%
SGI
257
Summit Global Investments
Utah
$9.68M +$9.68M +65,781 New
SVWAG
258
Sound View Wealth Advisors Group
Georgia
$9.5M +$6.03K +41 +0.1%
SFM
259
Signet Financial Management
New Jersey
$9.24M -$760K -5,169 -8%
PFA
260
Paradigm Financial Advisors
Missouri
$9.22M -$1.61M -10,957 -15%
TI
261
tru Independence
Oregon
$9.2M +$585K +3,977 +7%
FMWA
262
Forvis Mazars Wealth Advisors
Missouri
$9.14M -$591K -4,020 -6%
FFA
263
Freedman Financial Associates
Massachusetts
$9.11M +$432K +2,936 +5%
CCM
264
Coldstream Capital Management
Washington
$9.11M -$211K -1,437 -2%
NIM
265
Northeast Investment Management
Massachusetts
$9.05M -$8.68K -59 -0.1%
WPWM
266
Windward Private Wealth Management
Kansas
$8.96M -$480K -3,261 -5%
SAF
267
Smith Anglin Financial
Texas
$8.92M +$152K +1,034 +2%
CA
268
Cornerstone Advisory
Maryland
$8.92M +$250K +1,703 +3%
CWM
269
Cornerstone Wealth Management
Missouri
$8.87M -$219K -1,490 -2%
PA
270
Parallel Advisors
California
$8.87M -$465K -3,164 -5%
FMBTD
271
First Midwest Bank Trust Division
Illinois
$8.79M -$1.89M -12,843 -18%
RCAG
272
Rehmann Capital Advisory Group
Michigan
$8.78M +$11K +75 +0.1%
RIL
273
Rothschild Investment LLC
Illinois
$8.77M +$791K +5,377 +10%
SFP
274
Sandbox Financial Partners
Maryland
$8.75M +$2.16M +14,391 +33%
SWM
275
Segment Wealth Management
Texas
$8.73M -$1.3M -8,854 -13%
9 10
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