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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
+$117M
2
AI
Atria Investments
North Carolina
+$98.4M
3
VWM
Venturi Wealth Management
Texas
+$95M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$54.2M
5
IC
Inscription Capital
Texas
+$44.4M

Top Sellers

1
FP
Financial Perspectives
Minnesota
-$864M
2
Charles Schwab
Charles Schwab
California
-$87.4M
3
Bank of America
Bank of America
North Carolina
-$48.4M
4
EGA
E&G Advisors
Texas
-$40.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
251
Wintrust Investments
Illinois
$11.2M +$182K +1,177 +2%
SFG
252
Snider Financial Group
Washington
$11.2M +$11.2M +71,096 New
SCA
253
Snowden Capital Advisors
New York
$11.1M +$184K +1,190 +2%
LIM
254
Leavell Investment Management
Alabama
$11M – – –
ECM
255
Evergreen Capital Management
Washington
$11M +$86.7K +560 +0.8%
IWP
256
IAG Wealth Partners
Wisconsin
$10.9M -$207K -1,335 -2%
CCT
257
Country Club Trust
Missouri
$10.8M -$70.4K -456 -0.6%
BPA
258
Beacon Pointe Advisors
California
$10.8M +$2.21M +14,253 +26%
FM
259
Family Management
New York
$10.8M +$1.82M +11,752 +20%
PD
260
Planning Directions
Pennsylvania
$10.6M +$1.7M +10,985 +19%
CIC
261
Carnegie Investment Counsel
Ohio
$10.5M -$166K -1,073 -2%
FFA
262
Freedman Financial Associates
Massachusetts
$10.3M +$703K +4,540 +7%
EW
263
Evoke Wealth
California
$10.2M +$1.95M +12,601 +24%
CA
264
Cornerstone Advisory
Maryland
$10.2M +$846K +5,466 +9%
CCC
265
Crescent Capital Consulting
Louisiana
$10.2M -$282K -1,822 -3%
LNB
266
Ledyard National Bank
$10.1M -$160K -1,033 -2%
MWA
267
Motive Wealth Advisors
Michigan
$9.97M +$9.97M +64,425 New
SVWAG
268
Sound View Wealth Advisors Group
Georgia
$9.9M -$104K -673 -1%
FMWA
269
Forvis Mazars Wealth Advisors
Missouri
$9.85M +$234K +1,515 +2%
SFP
270
Sandbox Financial Partners
Maryland
$9.85M +$801K +5,173 +9%
SAF
271
Smith Anglin Financial
Texas
$9.84M +$458K +2,961 +5%
CWM
272
Cornerstone Wealth Management
Missouri
$9.76M +$423K +2,732 +5%
SWM
273
Segment Wealth Management
Texas
$9.71M +$528K +3,410 +6%
CAG
274
Compass Advisory Group
New York
$9.7M +$1.26M +8,120 +15%
SIAG
275
Safeguard Investment Advisory Group
California
$9.66M +$1.49M +9,640 +18%
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