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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 %
SEM
301
Strategic Equity Management
Arizona
$8.05M +$8.05M +52,026 New
KCPG
302
Kavar Capital Partners Group
Kansas
$8.01M -$387K -2,499 -5%
GJIC
303
Gamble Jones Investment Counsel
California
$8M +$1.17M +7,578 +17%
WIC
304
Woodmont Investment Counsel
Tennessee
$8M -$216K -1,394 -3%
1WA
305
180 Wealth Advisors
Washington
$7.98M -$41.6K -259 -0.5%
IA
306
IFG Advisory
Georgia
$7.9M +$2.52M +16,277 +47%
DCM
307
Donaldson Capital Management
Indiana
$7.77M -$276K -1,780 -3%
SWA
308
Safir Wealth Advisors
New Hampshire
$7.76M +$81.7K +528 +1%
BWG
309
Beta Wealth Group
California
$7.73M +$206K +1,329 +3%
CAL
310
Capital Analysts LLC
Pennsylvania
$7.7M +$275K +1,778 +4%
OC
311
Oppenheimer & Co
New York
$7.61M -$592K -3,827 -7%
WCG
312
Weaver Consulting Group
California
$7.58M -$111K -720 -1%
GWAG
313
Garrett Wealth Advisory Group
Texas
$7.57M +$9.75K +63 +0.1%
AIC
314
Archer Investment Corporation
Indiana
$7.57M +$821K +5,302 +12%
JWCA
315
J.W. Cole Advisors
Florida
$7.51M -$858K -5,544 -10%
BWM
316
Benchmark Wealth Management
Connecticut
$7.48M +$136K +880 +2%
WLIM
317
White Lighthouse Investment Management
Massachusetts
$7.43M +$56.2K +363 +0.8%
CW
318
CreativeOne Wealth
Kansas
$7.4M +$1.44M +9,304 +24%
HWA
319
HHM Wealth Advisors
Tennessee
$7.38M -$12.5K -81 -0.2%
TGAM
320
TBH Global Asset Management
Tennessee
$7.36M +$190K +1,227 +3%
CAG
321
Crestwood Advisors Group
Massachusetts
$7.27M -$144K -929 -2%
WP
322
WealthShield Partners
North Carolina
$7.26M +$1.16M +7,352 +19%
FMBTD
323
First Midwest Bank Trust Division
Illinois
$7.25M -$2M -12,929 -22%
NP
324
NorthRock Partners
Minnesota
$7.24M -$141K -910 -2%
EWM
325
Evercore Wealth Management
New York
$7.06M -$584K -3,773 -8%
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